Other · DOL Form 5500 · 2024
Widener University Retirement Plan
Data updated 2026-08-11
- $425M
- Total assets
- 857
- Participants
- 97th
- Percentile by assets
- $495,689
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $425M
- total plan assets (2024 EOY)
- 857
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $495,689
- avg assets per participant
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.
Widener University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Widener University Defined Contribution Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Widener University Defined Contribution 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 Widener University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Widener University Defined Contribution Retirement Plan assets move in 2024? ▼
How have Widener University plan assets changed over time? ▼
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Ways to act on Widener University Defined Contribution Retirement Plan's numbers.
- By total assets, Widener University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Widener University's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Educational Services plans