Other · DOL Form 5500 · 2024
Ursinus College Retirement Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 440
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $335,898
- Avg per participant High balance/head
Official DOL plan name: Ursinus College Defined Contribution Retirement Plan · Sponsored by Ursinus College · Pennsylvania · Educational Services
$148M in assets, 440 participants
Ursinus College's Ursinus College Defined Contribution Retirement Plan reported $148M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,200 in Educational Services (3,638 peers)
Where Ursinus College Defined Contribution Retirement Plan sits by assets
Ursinus College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $148M for 440 participants (~$335,898/participant), up 6.5% in 2024.
- #3,200
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Ursinus College Defined Contribution Retirement Plan's outsized position by total assets
Ursinus College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,795,091 Top 7% higher than 93% 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
Ursinus College Defined Contribution Retirement 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. Ursinus College Defined Contribution Retirement Plan sits mid-pack in the medium band (440 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ursinus College Defined Contribution Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Ursinus College Defined Contribution Retirement Plan end-of-year assets rose from $139M in the plan year 2023 filing to $148M in the plan year 2024 filing.
- Ursinus College Defined Contribution Retirement Plan reported participants fell from 447 in the plan year 2023 filing to 440 in the plan year 2024 filing.
DOL schedule card
Filing strip 231177930 · Ursinus College PY 2024 · Other
Ursinus College Defined Contribution Retirement Plan · $148M · 440 · 93rd
- VS-ST $148M
- BOY 440
- SCH 93rd
- EBSA Other
- PART near Akron Children's Hospital Retirement Security Plan
- TYPE ind #3200
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 →
Ursinus College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $9M |
| Employer EIN | 231177930 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ursinus College)
Sponsor-wide plan assets over time
All Ursinus College plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 21.10710467453634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 437 | $122M |
| 2023 | 1 | 447 | $139M |
| 2024 | 1 | 440 | $148M |
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
Ursinus College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Akron Children's Hospital Retirement Security Plan in OH ($148M); by covered participants it is Elim Christian Services Defined Contribution Plan in IL (440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- Akron Children's Hospital Retirement Security Plan (OH) $148M · 7,076
- Utica University Defined Contribution Retirement Plan (NY) $148M · 1,130
- Augusta Health Care 403b Plan (VA) $149M · 2,721
- Augsburg University Defined Contribution Retirement Plan (MN) $149M · 698
Similar participant headcount
Nearest other-state filings by covered participants (440 participants); asset peers above are excluded.
- Elim Christian Services Defined Contribution Plan (IL) 440 · 0 off
- St. Paul Academy and Summit School 403(b) DC Plan (MN) 439 · 1 off
- The Claremont Colleges, Inc. Academic Retirement Plan (CA) 439 · 1 off
- Balance Autism Retirement Plan (IA) 441 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.