Other · DOL Form 5500 · 2024
Immaculata University Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 351
- Participants
- 82nd
- Percentile by assets
- $119,427
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $42M
- total plan assets (2024 EOY)
- 351
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $119,427
- avg assets per participant
Where Immaculata University Defined Contribution Retirement Plan sits 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
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Immaculata University Defined Contribution Retirement Plan reports 351 participants - about 43% of that state average ($42M EOY assets).
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)
| 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.
Immaculata 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 Immaculata University Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Immaculata University Defined Contribution Retirement Plan's numbers.
- By total assets, Immaculata University Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Immaculata University's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Educational Services plans