401(k) · DOL Form 5500 · 2022

Univest Financial Corporation 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
904
Participants
92nd
Percentile by assets
$100,804
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$91M
total plan assets (2022 EOY)
904
covered participants
92nd
percentile by assets (of 139,126 plans)
$100,804
avg assets per participant

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.

Where Univest Financial Corporation Deferred Salary Savings Plan sits 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 $2,010,000,000 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 2022

State
Pennsylvania
Industry
Finance & Insurance

Univest Financial Corporation Deferred Salary Savings Plan vs the 2022 asset distribution

By assets, Univest Financial Corporation Deferred Salary Savings Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

$120M$140M$160M$180M$200M 202220232024 $141M $178M ▲ +26.7%
Total plan assets by year, all Univest Financial Corporation plans on file
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 ($B) Participants Univest Financial Co…, Total assets ($B): 0.091126789 · Participants: 904Univest Financial Co…Comcast Corporation …, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Se…, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Se…The Vanguard Retirem…, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirem…The Bank of New York…, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York…
Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Univest Financial Corporation Deferred S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Univest Financial Corporation Deferred Salary Savings Plan by total assets, not by location.

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).

Next read for Univest Financial Corporation Deferred S…

Scale reading

Ways to act on Univest Financial Corporation Deferred Salary Savings Plan's numbers.

  • By total assets, Univest Financial Corporation Deferred Salary Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Univest Financial Corporation's sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.