Other · DOL Form 5500 · 2024
Carlow University Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 362
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $155,076
- Avg per participant Above avg balance/head
Official DOL plan name: Carlow University Defined Contribution Plan · Sponsored by Carlow University · Pennsylvania · Educational Services
$56M in assets, 362 participants
Carlow University's Carlow University Defined Contribution Plan reported $56M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,693 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Carlow University Defined Contribution Plan covers 362 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $56M.
- #2,693
- in Educational Services (3,638 peers)
- +5.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Carlow University Defined Contribution Plan's outsized position by total assets
Carlow University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,137,380 Top 15% higher than 85% 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
Carlow University Defined Contribution 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. Carlow University Defined Contribution Plan sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlow University Defined Contribution Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carlow University Defined Contribution Plan reported participants rose from 337 in the plan year 2023 filing to 362 in the plan year 2024 filing.
- Carlow University Defined Contribution Plan end-of-year assets rose from $53M in the plan year 2023 filing to $56M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 250965438 · Carlow University PY 2024 · Other
Carlow University Defined Contribution Plan · $56M · 362 · 85th
- PCT $56M
- PCT 362
- PCT 85th
- PCT Other
- PCT near Avon Old Farms School Defined Contribution Retirement Plan
- PCT ind #2693
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 →
Carlow University Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $3M |
| Employer EIN | 250965438 |
| Plan Effective Date | 1956-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlow University)
Sponsor-wide plan assets over time
All Carlow University plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 14.10185474371434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $49M |
| 2023 | 1 | 337 | $53M |
| 2024 | 1 | 362 | $56M |
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
Carlow University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Avon Old Farms School Defined Contribution Retirement Plan in CT ($56M); by covered participants it is Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan in MA (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Avon Old Farms School Defined Contribution Retirement Plan (CT) $56M · 203
- Ringling College of Art and Design Retirement Plan (FL) $56M · 516
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees (TN) $56M · 635
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) $56M · 1,276
Similar participant headcount
Nearest other-state filings by covered participants (362 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.