Other · DOL Form 5500 · 2024
Washington & Jefferson College Retirement Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 331
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $186,667
- Avg per participant Above avg balance/head
Official DOL plan name: Washington & Jefferson College Defined Contribution Plan · Sponsored by Washington & Jefferson College · Pennsylvania · Educational Services
$62M in assets, 331 participants
Washington & Jefferson College's Washington & Jefferson College Defined Contribution Plan reported $62M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,749 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Washington & Jefferson College Defined Contribution Plan covers 331 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $62M.
- #2,749
- in Educational Services (3,638 peers)
- +13.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Washington & Jefferson College Defined Contribution Plan's outsized position by total assets
Washington & Jefferson College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,786,702 Top 14% higher than 86% 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
Washington & Jefferson College 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. Washington & Jefferson College Defined Contribution Plan sits mid-pack in the medium band (331 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Washington & Jefferson College Defined Contribution Plan end-of-year assets rose from $54M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Washington & Jefferson College Defined Contribution Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 250965601 · Washington & Jefferson College PY 2024 · Other
Washington & Jefferson College Defined Contribution Plan · $62M · 331 · 86th
- SCH $62M
- EBSA 331
- PART 86th
- TYPE Other
- NET near Lrei Retirement and Savings Plan
- BOOK ind #2749
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 →
Washington & Jefferson College Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $7M |
| Employer EIN | 250965601 |
| Plan Effective Date | 1947-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington & Jefferson College)
Sponsor-wide plan assets over time
All Washington & Jefferson College plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 21.893532678419668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 656 | $94M |
| 2023 | 2 | 582 | $104M |
| 2024 | 2 | 554 | $114M |
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
Washington & Jefferson College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Lrei Retirement and Savings Plan in NY ($62M); by covered participants it is Peddie School 403(b) Tda & DC Plan in NJ (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
- Peddie School 403(b) Tda & DC Plan (NJ) 331 · 0 off
- Crossing Rivers Health 403(b) Plan (WI) 331 · 0 off
- Westminster University Defined Contribution Retirement Plan (UT) 331 · 0 off
- Mount Saint Mary College Defined Contribution Plan (NY) 331 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.