Money Purchase
2023 plan-year Money Purchase DOL Form 5500

RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF SCRANTON

This Money Purchase plan holds $25M in total assets and serves 286 participants as of 2023. It is sponsored by UNIVERSITY OF SCRANTON in Pennsylvania. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$25M
Participants
286
State
Industry
Educational Services

What the Filing Says About RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON

RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON is a Money Purchase retirement plan sponsored by UNIVERSITY OF SCRANTON, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 286 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 240795495, and the plan has been effective since 1975-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2023 to $25M at year-end — a gain of 14.3%. Net assets (after liabilities) closed the year at $25M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$3M
Plan TypeMoney Purchase
Employer EIN240795495
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF SCRANTON)

Year Plans Participants Total Assets
2022 3 1,470 $235M
2023 3 1,617 $269M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON?
As of the 2023 Form 5500 filing, RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON holds $25M in total assets with 286 participants. It is sponsored by UNIVERSITY OF SCRANTON.
What type of plan is RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON?
RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON is a Money Purchase plan. It has been effective since 1975-06-01. The plan is filed with the U.S. Department of Labor under EIN 240795495.
Who sponsors the RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON?
RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON is sponsored by UNIVERSITY OF SCRANTON, located in Pennsylvania. The sponsor's EIN is 240795495 and the plan operates in the Educational Services industry.
How did RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON perform in 2023?
RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON grew by 14.3% during 2023, moving from $22M to $25M in total assets. Net income was $3M.
Where can I find official filings for RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON?
Official Form 5500 filings for RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 240795495 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON compare to other plans?
You can compare RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON against other Money Purchase plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 240795495.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.