Other · DOL Form 5500 · 2024
Moravian University Retirement Plan
Data updated 2026-08-11
- $134M
- Total assets
- 524
- Participants
- 92nd
- Percentile by assets
- $255,797
- Avg per participant
Official DOL plan name: Moravian University Retirement Plan · Sponsored by Moravian University · Pennsylvania · Educational Services
$134M in assets, 524 participants
Moravian University's Moravian University Retirement Plan reported $134M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 92nd percentile by assets (of 123,622 plans)
- #3,158 in Educational Services (3,638 peers)
Where Moravian University Retirement Plan sits by assets
Moravian University Retirement Plan sits in the top 10% of all filed plans by assets, $134M for 524 participants (~$255,797/participant), up 9.5% in 2024.
- $134M
- total plan assets (2024 EOY)
- 524
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $255,797
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Moravian University Retirement Plan end-of-year assets rose from $122M in the plan year 2023 filing to $134M in the plan year 2024 filing.
- Moravian University Retirement Plan reported participants rose from 497 in the plan year 2023 filing to 524 in the plan year 2024 filing.
- Moravian University Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Moravian University Retirement Plan vs the 2024 asset distribution
By assets, Moravian University Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $12M |
| Employer EIN | 240795460 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moravian University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $111M |
| 2023 | 1 | 497 | $122M |
| 2024 | 1 | 524 | $134M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Moravian University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Similar-Sized Other Plans Nationally
Other plans in other states closest to Moravian University Retirement Plan by total assets, not by location.
- Memorial Health System 403(b) Plan (IL) $134M · 1,499
- Woodward Academy Retirement Plan (GA) $134M · 725
- Marymount University Defined Contribution Retirement Plan (VA) $134M · 971
- Education Development Center Supplemental Retirement Plan (MA) $134M · 715
Frequently Asked Questions
How did Moravian University Retirement Plan assets move in 2024? ▼
How have Moravian University plan assets changed over time? ▼
Where does Moravian University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Moravian University Retirement Plan? ▼
Next read for Moravian University Retirement Plan
Scale reading
Ways to act on Moravian University Retirement Plan's numbers.
- By total assets, Moravian University Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Moravian University's sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Educational Services plans