Other · DOL Form 5500 · 2024
Susquehanna University Retirement Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 495
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $320,362
- Avg per participant High balance/head
Official DOL plan name: Susquehanna University Retirement Plan · Sponsored by Susquehanna University · Pennsylvania · Educational Services
$159M in assets, 495 participants
Susquehanna University's Susquehanna University Retirement Plan reported $159M in total assets and 495 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,222 in Educational Services (3,638 peers)
Where Susquehanna University Retirement Plan sits by assets
Susquehanna University Retirement Plan sits in the top 10% of all filed plans by assets, $159M for 495 participants (~$320,362/participant), up 8.7% in 2024.
- #3,222
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Susquehanna University Retirement Plan's outsized position by total assets
Susquehanna University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,578,985 Top 7% higher than 93% 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
Susquehanna 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. Susquehanna University Retirement Plan sits mid-pack in the medium band (495 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Susquehanna University Retirement Plan end-of-year assets rose from $146M in the plan year 2023 filing to $159M in the plan year 2024 filing.
- Susquehanna University Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Susquehanna University Retirement Plan reported participants fell from 506 in the plan year 2023 filing to 495 in the plan year 2024 filing.
DOL schedule card
Filing strip 231353385 · Susquehanna University PY 2024 · Other
Susquehanna University Retirement Plan · $159M · 495 · 93rd
- EIN $159M
- RANK 495
- PHOTO 93rd
- IND Other
- EOY near The Navigators Basic Retirement Plan
- 5500 ind #3222
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 →
Susquehanna University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $13M |
| Employer EIN | 231353385 |
| Plan Effective Date | 1952-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Susquehanna University)
Sponsor-wide plan assets over time
All Susquehanna University plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 19.93132258035533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 502 | $132M |
| 2023 | 1 | 506 | $146M |
| 2024 | 1 | 495 | $159M |
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
Susquehanna University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Navigators Basic Retirement Plan in CO ($159M); by covered participants it is Guardian Angels 403b Retirement Plan in MN (494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- The Navigators Basic Retirement Plan (CO) $159M · 1,525
- Fhn Matching Tax Deferred Annuity Plan (IL) $158M · 1,038
- Genesis Healthcare System Tda Thrift Plan (OH) $158M · 3,023
- Mary Free Bed Rehabilitation Hospital 403(b) Plan (MI) $158M · 2,225
Similar participant headcount
Nearest other-state filings by covered participants (495 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.