Other · DOL Form 5500 · 2024

Washington & Jefferson College Retirement Plan

Data updated 2026-08-11

$62M
Total assets
331
Participants
86th
Percentile by assets
$186,667
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$62M
total plan assets (2024 EOY)
331
covered participants
86th
percentile by assets (of 123,622 plans)
$186,667
avg assets per participant

Where Washington & Jefferson College Defined Contribution Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Washington & Jefferson College Defined Contribution Plan reports 331 participants - about 40% of that state average ($62M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$62M
Net Income$7M
Employer EIN250965601
Plan Effective Date1947-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Washington & Jefferson College)

$90M$100M$110M$120M 202220232024 $93.8M $114M ▲ +21.9%
Total plan assets by year, all Washington & Jefferson College plans on file
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.

Washington & Jefferson College Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Washington & Jefferson College Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Washington & Jeffers…The University of Pe…Upmc 403(b) Retireme…The University of Pe…Carnegie Mellon Univ…Jefferson Defined Co…
Washington & Jefferson College Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Washington & Jefferson College Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Washington & Jefferson College Defined Contribution Plan assets move in 2024?
Washington & Jefferson College Defined Contribution Plan grew at a solid clip - up 13.4% during 2024, from $54M to $62M. Reported net income was $7M.
How have Washington & Jefferson College plan assets changed over time?
Across 3 plan years on file (2022-2024), Washington & Jefferson College's sponsor-wide assets grew 21.9%, from $94M to $114M.
Where does Washington & Jefferson College Defined Contribution Plan rank by assets among Form 5500 filers?
Washington & Jefferson College Defined Contribution Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Washington & Jefferson College Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Lrei Retirement and Savings Plan in NY ($62M, 167 participants).

Next read for Washington & Jefferson College Defined C…

Filing takeaways

Ways to act on Washington & Jefferson College Defined Contribution Plan's numbers.

  • By total assets, Washington & Jefferson College 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
  • Washington & Jefferson College's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Educational Services plans