Other · DOL Form 5500 · 2024

Moravian Academy Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
230
Participants Below avg headcount
83rd
Percentile by assets National rank
$201,138
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moravian Academy 403(b) DC Plan · Sponsored by Moravian Academy · Pennsylvania · Educational Services

$46M in assets, 230 participants

Moravian Academy's Moravian Academy 403(b) DC Plan reported $46M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,561 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Moravian Academy 403(b) DC Plan covers 230 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.

#2,561
in Educational Services (3,638 peers)
+8.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Moravian Academy 403(b) DC Plan's outsized position by total assets

Moravian Academy 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$46,261,697 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Moravian Academy 403(b) DC 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. Moravian Academy 403(b) DC Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moravian Academy 403(b) DC Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Moravian Academy 403(b) DC Plan reported participants rose from 188 in the plan year 2023 filing to 230 in the plan year 2024 filing.
  • Moravian Academy 403(b) DC Plan end-of-year assets rose from $43M in the plan year 2023 filing to $46M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 240829838 · Moravian Academy PY 2024 · Other

Moravian Academy 403(b) DC Plan · $46M · 230 · 83rd

  • TYPE $46M
  • NET 230
  • BOOK 83rd
  • VS-ST Other
  • BOY near Frontier Behavioral Health 403(b) Investment Plan
  • SCH ind #2561

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 →

Moravian Academy 403(b) DC Plan in the asset neighbourhood

Democracy Prep Public Schools, 403(b) Retirement PlanDemocracy Prep Public School…$46MGill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$46MFrontier Behavioral Health 403(b) Investment PlanFrontier Behavioral Health 4…$46MMoravian Academy 403(b) DC PlanMoravian Academy 403(b) DC P…$46MThe Carnegie Foundation for the Advancement of Teaching DC PlanThe Carnegie Foundation for …$46M
End-of-year total assets ($M) among Moravian Academy 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN240829838
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moravian Academy)

Sponsor-wide plan assets over time

All Moravian Academy plans reported in each filing year

Latest sponsor-wide plan assets
$46M 50.23541539120634% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $46.3M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 162 $31M
2023 1 188 $43M
2024 1 230 $46M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Moravian Academy 403(b) DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Moravian Academy 403(b) DC Plan, Total assets ($B): 0.046261697 · Participants: 230Moravian Academy 403(b) DC PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Moravian Academy 403(b) DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Moravian Academy 403(b) DC Plan side-by-side with 3 peers →

Moravian Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Frontier Behavioral Health 403(b) Investment Plan in WA ($46M); by covered participants it is Oxfam America 403(b) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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.

Frequently Asked Questions

How did Moravian Academy 403(b) DC Plan assets move in 2024? ▼
Moravian Academy 403(b) DC Plan grew at a solid clip - up 8.1% during 2024, from $43M to $46M. Reported net income was $3M.
How have Moravian Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moravian Academy's sponsor-wide assets grew 50.2%, from $31M to $46M.
Where does Moravian Academy 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Moravian Academy 403(b) DC Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Moravian Academy 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Frontier Behavioral Health 403(b) Investment Plan in WA ($46M, 799 participants).
Which Other plans cover a similar participant headcount to Moravian Academy 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Oxfam America 403(b) Plan in MA (230 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240829838.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.