Other · DOL Form 5500 · 2024
Swarthmore College Retirement Plan
Data updated 2026-08-25
- $462M
- Total assets Above avg plan size
- 1,187
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $389,634
- Avg per participant High balance/head
Official DOL plan name: Swarthmore College Regular Retirement Plan · Sponsored by Swarthmore College · Pennsylvania · Educational Services
$462M in assets, 1,187 participants
Swarthmore College's Swarthmore College Regular Retirement Plan reported $462M in total assets and 1,187 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.
- #3,472 in Educational Services (3,638 peers)
Where Swarthmore College Regular Retirement Plan sits by assets
Swarthmore College Regular Retirement Plan sits in the top 5% of all filed plans by assets, $462M for 1,187 participants (~$389,634/participant), up 8.9% in 2024.
- #3,472
- in Educational Services (3,638 peers)
- +8.9%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Swarthmore College Regular Retirement Plan's outsized position by total assets
Swarthmore College Regular Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$462,495,367 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
Swarthmore College Regular 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. Swarthmore College Regular Retirement Plan lands in the large band (1,187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swarthmore College Regular Retirement Plan end-of-year assets rose from $425M in the plan year 2023 filing to $462M in the plan year 2024 filing.
- Swarthmore College Regular Retirement Plan reported participants rose from 1,091 in the plan year 2023 filing to 1,187 in the plan year 2024 filing.
- Swarthmore College Regular Retirement Plan reported net income fell from $40M in the plan year 2023 filing to $38M in the plan year 2024 filing.
DOL schedule card
Filing strip 231352683 · Swarthmore College PY 2024 · Other
Swarthmore College Regular Retirement Plan · $462M · 1,187 · 97th
- RANK $462M
- RANK 1,187
- RANK 97th
- RANK Other
- RANK near Luminis Health Retirement Plan
- RANK ind #3472
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 →
Swarthmore College Regular Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $425M |
|---|---|
| Net Assets (End of Year) | $462M |
| Net Income | $38M |
| Employer EIN | 231352683 |
| Plan Effective Date | 1937-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swarthmore College)
Sponsor-wide plan assets over time
All Swarthmore College plans reported in each filing year
- Latest sponsor-wide plan assets
- $462M 20.09482902138246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,077 | $385M |
| 2023 | 1 | 1,091 | $425M |
| 2024 | 1 | 1,187 | $462M |
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
Swarthmore College Regular Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Luminis Health Retirement Plan in MD ($462M); by covered participants it is Bowen Health 403(b) Plan in IN (1,187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($462M here).
- Luminis Health Retirement Plan (MD) $462M · 5,862
- Riverside Health System 403(b) Retirement Plan (VA) $463M · 9,871
- The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan (MA) $461M · 1,441
- University of St. Thomas Retirement Plan (MN) $460M · 2,357
Similar participant headcount
Nearest other-state filings by covered participants (1,187 participants); asset peers above are excluded.
- Bowen Health 403(b) Plan (IN) 1,187 · 0 off
- University of Maryland Capital Region Health Retirement Savings Plan (MD) 1,187 · 0 off
- Bay Area Community Health 403(b) Plan (CA) 1,184 · 3 off
- Abilene Christian University 403(b) Retirement Plan (TX) 1,190 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.