Other · DOL Form 5500 · 2024

Lycoming College Retirement Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
339
Participants Below avg headcount
90th
Percentile by assets National rank
$287,911
Avg per participant High balance/head
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Official DOL plan name: Lycoming College Retirement Plan · Sponsored by Lycoming College · Pennsylvania · Educational Services

$98M in assets, 339 participants

Lycoming College's Lycoming College Retirement Plan reported $98M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,012 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Lycoming College Retirement Plan covers 339 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $98M.

#3,012
in Educational Services (3,638 peers)
+27.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Lycoming College Retirement Plan's outsized position by total assets

Lycoming College Retirement Plan vs every filed plan by assets

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

$97,601,922 Top 10% higher than 90% 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

Lycoming College 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. Lycoming College Retirement Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lycoming College Retirement Plan end-of-year assets rose from $76M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Lycoming College Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Lycoming College Retirement Plan reported participants rose from 332 in the plan year 2023 filing to 339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 240795965 · Lycoming College PY 2024 · Other

Lycoming College Retirement Plan · $98M · 339 · 90th

  • PCT $98M
  • PCT 339
  • PCT 90th
  • PCT Other
  • PCT near The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan
  • PCT ind #3012

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 →

Lycoming College Retirement Plan in the asset neighbourhood

Northeast Valley Health Corporation 403(b) PlanNortheast Valley Health Corp…$98MWhitworth University Retirement PlanWhitworth University Retirem…$98MThe Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement PlanThe Huntington Library, Art …$98MLycoming College Retirement PlanLycoming College Retirement …$98MGemba Group Annuity Plan$97M
End-of-year total assets ($M) among Lycoming College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$98M
Net Income$8M
Employer EIN240795965
Plan Effective Date1941-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lycoming College)

Sponsor-wide plan assets over time

All Lycoming College plans reported in each filing year

Latest sponsor-wide plan assets
$98M 40.46495864064835% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $69.5M $97.6M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 328 $69M
2023 1 332 $76M
2024 1 339 $98M

Nearby Other Plans in Pennsylvania

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

Lycoming College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Lycoming College Retirement Plan, Total assets ($B): 0.097601922 · Participants: 339Lycoming College Retirement 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
Lycoming College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Lycoming College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan in CA ($98M); by covered participants it is Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in CT (339 participants). Same-state nearby plans are listed separately above.

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 Lycoming College Retirement Plan assets move in 2024?
Lycoming College Retirement Plan grew sharply - up 27.6% during 2024, from $76M to $98M. Reported net income was $8M.
How have Lycoming College plan assets changed over time?
Across 3 plan years on file (2022-2024), Lycoming College's sponsor-wide assets grew 40.5%, from $69M to $98M.
Where does Lycoming College Retirement Plan rank by assets among Form 5500 filers?
Lycoming College Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lycoming College Retirement Plan?
Among Other plans in other states, the closest by assets is The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan in CA ($98M, 543 participants).
Which Other plans cover a similar participant headcount to Lycoming College Retirement Plan?
Among Other plans in other states, the closest by covered participants is Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in CT (339 participants, $223M in assets).