Other · DOL Form 5500 · 2024
Carlow University Retirement Plan
Data updated 2026-07-24
- $56M
- Total assets
- 362
- Participants
- 85th
- Percentile by assets
- $155,076
- Avg per participant
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.
- 85th percentile by assets (of 116,472 plans)
Coverage in Pennsylvania
Carlow University Defined Contribution Plan covers 362 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~824 per filing). Assets: $56M.
- $56M
- total plan assets (2024 EOY)
- 362
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $155,076
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Carlow University Defined Contribution Plan reports 362 participants - about 44% of that state average ($56M EOY assets).
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)
| 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.
Carlow University Defined Contribution 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 Carlow University Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Carlow University Defined Contribution Plan assets move in 2024? ▼
How have Carlow University plan assets changed over time? ▼
Where does Carlow University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Carlow University Defined Contribution Plan's numbers.
- By total assets, Carlow University Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Carlow University's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Educational Services plans
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 250965438.
Read our methodology - how this data is sourced, computed, and verified.