Other · DOL Form 5500 · 2024
Moravian University Retirement Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 524
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $255,797
- Avg per participant Above avg balance/head
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.
- #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.
- #3,158
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Moravian University Retirement Plan's outsized position by total assets
Moravian University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,037,795 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Moravian University Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moravian University Retirement Plan sits mid-pack in the medium band (524 participants).
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.
Form 5500 schedule snapshot
Filing strip 240795460 · Moravian University PY 2024 · Other
Moravian University Retirement Plan · $134M · 524 · 92nd
- RANK $134M
- RANK 524
- RANK 92nd
- RANK Other
- RANK near Memorial Health System 403(b) Plan
- RANK ind #3158
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Pennsylvania →
Moravian University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Moravian University plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 20.42683281554364% vs 2022
- 2024 filing year
| 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.
- 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
Moravian University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Memorial Health System 403(b) Plan in IL ($134M); by covered participants it is Chase Brexton Health Services, Inc. 403(b) Plan in MD (524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (524 participants); asset peers above are excluded.
- Chase Brexton Health Services, Inc. 403(b) Plan (MD) 524 · 0 off
- Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan (VA) 524 · 0 off
- Retirement Plan for Scope Education Services (NY) 523 · 1 off
- Living Alternatives for the Developmentally Disabled, Inc. Retirement Savings Plan (MI) 523 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.