Other · DOL Form 5500 · 2024
Widener University Retirement Plan
Data updated 2026-08-25
- $425M
- Total assets Above avg plan size
- 857
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $495,689
- Avg per participant High balance/head
Official DOL plan name: Widener University Defined Contribution Retirement Plan · Sponsored by Widener University · Pennsylvania · Educational Services
$425M in assets, 857 participants
Widener University's Widener University Defined Contribution Retirement Plan reported $425M in total assets and 857 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,462 in Educational Services (3,638 peers)
Where Widener University Defined Contribution Retirement Plan sits by assets
Widener University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $425M for 857 participants (~$495,689/participant), up 4.3% in 2024.
- #3,462
- in Educational Services (3,638 peers)
- +4.3%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Widener University Defined Contribution Retirement Plan's outsized position by total assets
Widener University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$424,805,383 Top 3% higher than 97% 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
Widener University Defined Contribution 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. Widener University Defined Contribution Retirement Plan sits mid-pack in the medium band (857 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Widener University Defined Contribution Retirement Plan reported net income fell from $35M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Widener University Defined Contribution Retirement Plan end-of-year assets rose from $407M in the plan year 2023 filing to $425M in the plan year 2024 filing.
- Widener University Defined Contribution Retirement Plan reported participants rose from 832 in the plan year 2023 filing to 857 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231386178 · Widener University PY 2024 · Other
Widener University Defined Contribution Retirement Plan · $425M · 857 · 97th
- PART $425M
- TYPE 857
- NET 97th
- BOOK Other
- VS-ST near Lakeland Regional Medical Center 403(b) Plan
- BOY ind #3462
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 →
Widener University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $407M |
|---|---|
| Net Assets (End of Year) | $425M |
| Net Income | $17M |
| Employer EIN | 231386178 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Widener University)
Sponsor-wide plan assets over time
All Widener University plans reported in each filing year
- Latest sponsor-wide plan assets
- $425M 13.961289621763248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 884 | $373M |
| 2023 | 1 | 832 | $407M |
| 2024 | 1 | 857 | $425M |
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
Widener University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Lakeland Regional Medical Center 403(b) Plan in FL ($425M); by covered participants it is Emergent Health Partners 403(b) Retirement Plan in MI (857 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($425M here).
- Lakeland Regional Medical Center 403(b) Plan (FL) $425M · 7,316
- American Cancer Society 403(b) Plan (GA) $426M · 2,703
- National Public Radio, Inc. Retirement Plan (DC) $426M · 1,563
- North Mississippi Health Services, Inc. 403(b) Plan (MS) $426M · 7,212
Similar participant headcount
Nearest other-state filings by covered participants (857 participants); asset peers above are excluded.
- Emergent Health Partners 403(b) Retirement Plan (MI) 857 · 0 off
- The Metropolitan Opera Retirement Savings Plan (NY) 856 · 1 off
- American Institutes for Research Retirement Plan (VA) 855 · 2 off
- Gurwin Tax Deferred Annuity Plan (NY) 860 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.