Other · DOL Form 5500 · 2024
Wilkes University Retirement Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 622
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $359,412
- Avg per participant High balance/head
Official DOL plan name: Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University · Sponsored by Wilkes University · Pennsylvania · Educational Services
$224M in assets, 622 participants
Wilkes University's Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University reported $224M in total assets and 622 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,317 in Educational Services (3,638 peers)
Where Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits by assets
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits in the top 5% of all filed plans by assets, $224M for 622 participants (~$359,412/participant), up 9.0% in 2024.
- #3,317
- in Educational Services (3,638 peers)
- +9.0%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University's outsized position by total assets
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$223,554,384 Top 5% higher than 95% 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
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University 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. Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits mid-pack in the medium band (622 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University reported net income fell from $22M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University end-of-year assets rose from $205M in the plan year 2023 filing to $224M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 240795506 · Wilkes University PY 2024 · Other
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University · $224M · 622 · 95th
- VS-ST $224M
- VS-ST 622
- VS-ST 95th
- VS-ST Other
- VS-ST near Shepherd Center 403(b) Retirement Savings Plan
- VS-ST ind #3317
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 →
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | $19M |
| Employer EIN | 240795506 |
| Plan Effective Date | 1947-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilkes University)
Sponsor-wide plan assets over time
All Wilkes University plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 57.87567059121432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,404 | $142M |
| 2023 | 1 | 624 | $205M |
| 2024 | 1 | 622 | $224M |
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
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Shepherd Center 403(b) Retirement Savings Plan in GA ($224M); by covered participants it is Clinica Family Health 403(b) Plan in CO (622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Shepherd Center 403(b) Retirement Savings Plan (GA) $224M · 1,820
- American College of Cardiology Defined Contribution Retirement Plan (DC) $224M · 520
- Teach for America, Inc. 403(b) Retirement Plan (NY) $224M · 1,163
- National Plus Plan (RI) $223M · 35,858
Similar participant headcount
Nearest other-state filings by covered participants (622 participants); asset peers above are excluded.
- Clinica Family Health 403(b) Plan (CO) 622 · 0 off
- Great Lakes Bay Health Centers 403(b) Plan (MI) 623 · 1 off
- Cambridge Health Alliance Physicians Organization 403b Plan (MA) 620 · 2 off
- Oclc Retirement Plan (OH) 624 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.