401(k) · DOL Form 5500 · 2022

Univest Financial Corporation 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
904
Participants Near avg headcount
92nd
Percentile by assets National rank
$100,804
Avg per participant Below avg balance/head
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Official DOL plan name: Univest Financial Corporation Deferred Salary Savings Plan · Sponsored by Univest Financial Corporation · Pennsylvania · Finance & Insurance

$91M in assets, 904 participants

Univest Financial Corporation's Univest Financial Corporation Deferred Salary Savings Plan reported $91M in total assets and 904 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,112 in Finance & Insurance (9,261 peers)

Where Univest Financial Corporation Deferred Salary Savings Plan sits by assets

Univest Financial Corporation Deferred Salary Savings Plan sits in the top 10% of all filed plans by assets, $91M for 904 participants (~$100,804/participant), down 10.0% in 2022.

#8,112
in Finance & Insurance (9,261 peers)
-10.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Univest Financial Corporation Deferred Salary Savings Plan's outsized position by total assets

Univest Financial Corporation Deferred Salary Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$91,126,789 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Univest Financial Corporation Deferred Salary Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Univest Financial Corporation Deferred Salary Savings Plan sits mid-pack in the medium band (904 participants).

Plan-year Form 5500 strip

Filing strip 231886144 · Univest Financial Corporation PY 2022 · 401(k)

Univest Financial Corporation Deferred Salary Savings Plan · $91M · 904 · 92nd

  • ASSETS $91M
  • ASSETS 904
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Cable Television Laboratories, Inc. Profit Sharing Plan
  • ASSETS ind #8112

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Univest Financial Corporation Deferred Salary Savings Plan in the asset neighbourhood

Novogradac & Company LLP 401(k) Profit Sharing PlanNovogradac & Company LLP 401…$91MBeacon Mutual Insurance Company 401(k) PlanBeacon Mutual Insurance Comp…$91MUnivest Financial Corporation Deferred Salary Savings PlanUnivest Financial Corporatio…$91MCable Television Laboratories, Inc. Profit Sharing PlanCable Television Laboratorie…$91MStamps. Com, Inc 401(k) Plan$91M
End-of-year total assets ($M) among Univest Financial Corporation Deferred Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$91M
Net Income-$10M
Employer EIN231886144
Plan Effective Date1982-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Univest Financial Corporation)

Sponsor-wide plan assets over time

All Univest Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$178M 26.737762471052246% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $178M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 1,067 $141M
2023 2 1,097 $164M
2024 2 1,096 $178M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Univest Financial Corporation Deferred Salary Savings Plan, Total assets ($B): 0.091126789 · Participants: 904Univest Financial Corporation Deferred Salary Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Univest Financial Corporation Deferred Salary Savings Plan side-by-side with 3 peers →

Univest Financial Corporation Deferred Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cable Television Laboratories, Inc. Profit Sharing Plan in CO ($91M); by covered participants it is Denver School of Science and Technology 401(k) Plan in CO (904 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (904 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Univest Financial Corporation Deferred Salary Savings Plan assets move in 2022? ▼
Univest Financial Corporation Deferred Salary Savings Plan pulled back noticeably - down 10.0% during 2022, from $101M to $91M. Reported net income was -$10M.
How have Univest Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Univest Financial Corporation's sponsor-wide assets grew 26.7%, from $141M to $178M.
Where does Univest Financial Corporation Deferred Salary Savings Plan rank by assets among Form 5500 filers? ▼
Univest Financial Corporation Deferred Salary Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Univest Financial Corporation Deferred Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cable Television Laboratories, Inc. Profit Sharing Plan in CO ($91M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Univest Financial Corporation Deferred Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Denver School of Science and Technology 401(k) Plan in CO (904 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231886144.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.