Money Purchase · DOL Form 5500 · 2024

Washington & Jefferson College Money Purchase Plan

Data updated 2026-08-11

$53M
Total assets: 223
Participants: 85th
Percentile by assets: $235,473
Avg per participant

Official DOL plan name: Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan · Sponsored by Washington & Jefferson College · Pennsylvania · Educational Services

$53M in assets, 223 participants

Washington & Jefferson College's Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported $53M in total assets and 223 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 123,622 plans)
#2,656 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan covers 223 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

$53M
total plan assets (2024 EOY): 223
covered participants: 85th
percentile by assets (of 123,622 plans): $235,473
avg assets per participant

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported participants fell from 250 in the plan year 2023 filing to 223 in the plan year 2024 filing.
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan end-of-year assets rose from $50M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reports 223 participants - about 27% of that state average ($53M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$53M
Net Income	$3M
Employer EIN	250965601
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Washington & Jefferson College)

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 Money Purchase Plans in Pennsylvania

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

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
Duane Morris Retirement Plan $338M · 484
IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
Milton Hershey School Money Purchase Pension Plan $181M · 1,500
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602

Compare Washington & Jefferson College Tiaa Cref… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan by total assets, not by location.

Reit Management Corp. Pension Plan (NY) $52M · 13
Union Roofers Supplemental Annuity Trust Fund (CA) $53M · 5,782
Insulators & Allied Workers Local 39 Money Purchase Pension Plan (NE) $51M · 174
Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan (MI) $51M · 193

Frequently Asked Questions

How did Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan assets move in 2024? ▼

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan grew at a solid clip - up 6.0% during 2024, from $50M to $53M. Reported net income was $3M.

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 Tiaa Cref Group Retirement Annuity Plan rank by assets among Form 5500 filers? ▼

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan ranks in the 85th 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 Money Purchase plans are similar in size to Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Reit Management Corp. Pension Plan in NY ($52M, 13 participants).

Next read for Washington & Jefferson College Tiaa Cref…

Filing takeaways

Ways to act on Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's numbers.

By total assets, Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase 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

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 250965601.