Other · DOL Form 5500 · 2024
Robert Morris University Retirement Plan
Data updated 2026-08-11
- $188M
- Total assets
- 416
- Participants
- 94th
- Percentile by assets
- $450,849
- Avg per participant
Official DOL plan name: Robert Morris University Defined Contribution Retirement Plan · Sponsored by Robert Morris University · Pennsylvania · Educational Services
$188M in assets, 416 participants
Robert Morris University's Robert Morris University Defined Contribution Retirement Plan reported $188M in total assets and 416 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #3,270 in Educational Services (3,638 peers)
Where Robert Morris University Defined Contribution Retirement Plan sits by assets
Robert Morris University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $188M for 416 participants (~$450,849/participant), up 9.9% in 2024.
- $188M
- total plan assets (2024 EOY)
- 416
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $450,849
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Morris University Defined Contribution Retirement Plan reported net income rose from $9M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Robert Morris University Defined Contribution Retirement Plan end-of-year assets rose from $171M in the plan year 2023 filing to $188M in the plan year 2024 filing.
Robert Morris University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Robert Morris University Defined Contribution Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | $17M |
| Employer EIN | 251120678 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Morris University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $162M |
| 2023 | 1 | 413 | $171M |
| 2024 | 1 | 416 | $188M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Robert Morris 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 Robert Morris University Defined Contribution Retirement Plan by total assets, not by location.
- Marin General Hospital 403(b) Retirement Plan (CA) $187M · 1,869
- Regions Hospital 403(b) Plan (MN) $189M · 2,708
- Brigham Young University Tax-Deferred Annuity Plan (UT) $189M · 293
- San Diego Zoo Wildlife Alliance 403(b) Plan (CA) $186M · 3,053
Frequently Asked Questions
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Ways to act on Robert Morris University Defined Contribution Retirement Plan's numbers.
- By total assets, Robert Morris University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Robert Morris University's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Educational Services plans