Other · DOL Form 5500 · 2024
Immaculata University Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $119,427
- Avg per participant Near avg balance/head
Official DOL plan name: Immaculata University Defined Contribution Retirement Plan · Sponsored by Immaculata University · Pennsylvania · Educational Services
$42M in assets, 351 participants
Immaculata University's Immaculata University Defined Contribution Retirement Plan reported $42M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,491 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Immaculata University Defined Contribution Retirement Plan covers 351 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- #2,491
- in Educational Services (3,638 peers)
- +4.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Immaculata University Defined Contribution Retirement Plan's outsized position by total assets
Immaculata University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,918,793 Top 18% higher than 82% 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
Immaculata 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. Immaculata University Defined Contribution Retirement Plan sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Immaculata University Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Immaculata University Defined Contribution Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Immaculata University Defined Contribution Retirement Plan reported participants fell from 357 in the plan year 2023 filing to 351 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231352648 · Immaculata University PY 2024 · Other
Immaculata University Defined Contribution Retirement Plan · $42M · 351 · 82nd
- BOOK $42M
- VS-ST 351
- BOY 82nd
- SCH Other
- EBSA near Lawndale Christian Health Center 403(b) Plan
- PART ind #2491
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 →
Immaculata University Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $2M |
| Employer EIN | 231352648 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Immaculata University)
Sponsor-wide plan assets over time
All Immaculata University plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 17.529697430259173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $36M |
| 2023 | 1 | 357 | $40M |
| 2024 | 1 | 351 | $42M |
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
Immaculata University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Lawndale Christian Health Center 403(b) Plan in IL ($42M); by covered participants it is Easter Seals Delaware & Marylands Eastern Shore Retirement Plan in DE (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Easter Seals Delaware & Marylands Eastern Shore Retirement Plan (DE) 351 · 0 off
- Community Partners 403(b) Plan (NH) 351 · 0 off
- North Canyon Medical Center, Inc. 403(b) Retirement Plan (ID) 351 · 0 off
- Westminster Manor 403(b) Plan (TX) 352 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.