Other · DOL Form 5500 · 2024
Eastern University Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 601
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $144,116
- Avg per participant Near avg balance/head
Official DOL plan name: Eastern University Defined Contribution Retirement Plan · Sponsored by Eastern University · Pennsylvania · Educational Services
$87M in assets, 601 participants
Eastern University's Eastern University Defined Contribution Retirement Plan reported $87M in total assets and 601 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,937 in Educational Services (3,638 peers)
Where Eastern University Defined Contribution Retirement Plan sits by assets
Eastern University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $87M for 601 participants (~$144,116/participant), up 10.3% in 2024.
- #2,937
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Eastern University Defined Contribution Retirement Plan's outsized position by total assets
Eastern University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$86,613,802 Top 11% higher than 89% 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
Eastern 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. Eastern University Defined Contribution Retirement Plan sits mid-pack in the medium band (601 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eastern University Defined Contribution Retirement Plan end-of-year assets rose from $79M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Eastern University Defined Contribution Retirement Plan reported participants rose from 557 in the plan year 2023 filing to 601 in the plan year 2024 filing.
- Eastern University Defined Contribution Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231409675 · Eastern University PY 2024 · Other
Eastern University Defined Contribution Retirement Plan · $87M · 601 · 89th
- PART $87M
- TYPE 601
- NET 89th
- BOOK Other
- VS-ST near 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia
- BOY ind #2937
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 →
Eastern University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $8M |
| Employer EIN | 231409675 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eastern University)
Sponsor-wide plan assets over time
All Eastern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 22.459792966495943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $71M |
| 2023 | 1 | 557 | $79M |
| 2024 | 1 | 601 | $87M |
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
Eastern University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA ($87M); by covered participants it is Canisius University Retirement Plan for Faculty and Staff in NY (601 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia (VA) $87M · 1,391
- Westminster University Defined Contribution Retirement Plan (UT) $87M · 331
- The Columbus Academy Defined Contribution Retirement Plan (OH) $87M · 421
- Purdue Research Foundation Defined Contribution Retirement Plan (IN) $87M · 471
Similar participant headcount
Nearest other-state filings by covered participants (601 participants); asset peers above are excluded.
- Canisius University Retirement Plan for Faculty and Staff (NY) 601 · 0 off
- Fairleigh Dickinson University Tax Deferred Annuity Plan (NJ) 600 · 1 off
- 403(b) Thrift Plan for University Settlement Society of New York (NY) 602 · 1 off
- The Jewish Federation of Omaha 403(b) Retirement Plan (NE) 602 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.