Other · DOL Form 5500 · 2024
Bucknell University Retirement Plan
Data updated 2026-08-25
- $673M
- Total assets Above avg plan size
- 1,543
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $436,075
- Avg per participant High balance/head
Official DOL plan name: Bucknell University Defined Contribution Retirement Plan · Sponsored by Bucknell University · Pennsylvania · Educational Services
$673M in assets, 1,543 participants
Bucknell University's Bucknell University Defined Contribution Retirement Plan reported $673M in total assets and 1,543 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,528 in Educational Services (3,638 peers)
Where Bucknell University Defined Contribution Retirement Plan sits by assets
Bucknell University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $673M for 1,543 participants (~$436,075/participant), up 6.4% in 2024.
- #3,528
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 6.8×
- vs typical plan assets (national mean)
Bucknell University Defined Contribution Retirement Plan's outsized position by total assets
Bucknell University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$672,863,450 Top 2% higher than 98% 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
Bucknell University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bucknell University Defined Contribution Retirement Plan lands in the large band (1,543 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bucknell University Defined Contribution Retirement Plan reported net income fell from $78M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Bucknell University Defined Contribution Retirement Plan end-of-year assets rose from $632M in the plan year 2023 filing to $673M in the plan year 2024 filing.
- Bucknell University Defined Contribution Retirement Plan reported participants rose from 1,487 in the plan year 2023 filing to 1,543 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 240772407 · Bucknell University PY 2024 · Other
Bucknell University Defined Contribution Retirement Plan · $673M · 1,543 · 98th
- SCH $673M
- SCH 1,543
- SCH 98th
- SCH Other
- SCH near Community Hospitals of Central California Tax Sheltered Annuity Plan
- SCH ind #3528
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 →
Bucknell University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $632M |
|---|---|
| Net Assets (End of Year) | $673M |
| Net Income | $41M |
| Employer EIN | 240772407 |
| Plan Effective Date | 1939-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bucknell University)
Sponsor-wide plan assets over time
All Bucknell University plans reported in each filing year
- Latest sponsor-wide plan assets
- $673M 21.38079242782276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,403 | $554M |
| 2023 | 1 | 1,487 | $632M |
| 2024 | 1 | 1,543 | $673M |
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
Bucknell University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Community Hospitals of Central California Tax Sheltered Annuity Plan in CA ($673M); by covered participants it is Punahou School Defined Contribution Retirement Plan in HI (1,542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($673M here).
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) $673M · 10,906
- The New School 403(b) Retirement Plan (NY) $670M · 4,660
- IBEW Local 351 Surety Plan (NJ) $677M · N/A
- University of Dayton Tda Plan (OH) $667M · 4,399
Similar participant headcount
Nearest other-state filings by covered participants (1,543 participants); asset peers above are excluded.
- Punahou School Defined Contribution Retirement Plan (HI) 1,542 · 1 off
- Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) (FL) 1,542 · 1 off
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) 1,541 · 2 off
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) 1,535 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.