401(k) · DOL Form 5500 · 2022
The Pew Charitable Trusts 401(k) Plan
Data updated 2026-08-11
- $316M
- Total assets
- 1,018
- Participants
- 97th
- Percentile by assets
- $310,014
- Avg per participant
Official DOL plan name: The Pew Charitable Trusts Savings Plan · Sponsored by The Pew Charitable Trusts · Pennsylvania · Other Services
$316M in assets, 1,018 participants
The Pew Charitable Trusts's The Pew Charitable Trusts Savings Plan reported $316M in total assets and 1,018 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,333 in Other Services (8,398 peers)
Where The Pew Charitable Trusts Savings Plan sits by assets
The Pew Charitable Trusts Savings Plan sits in the top 5% of all filed plans by assets, $316M for 1,018 participants (~$310,014/participant), down 14.7% in 2022.
- $316M
- total plan assets (2022 EOY)
- 1,018
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $310,014
- avg assets per participant
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Pew Charitable Trusts Savings Plan vs the 2022 asset distribution
By assets, The Pew Charitable Trusts Savings Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $370M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | -$54M |
| Employer EIN | 231512117 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pew Charitable Trusts)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $316M |
| 2023 | 1 | 995 | $372M |
| 2024 | 1 | 989 | $428M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Pew Charitable Trusts Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Pew Charitable Trusts Savings Plan by total assets, not by location.
- Moore & Van Allen PLLC 401(k) Profit Sharing Plan (NC) $316M · 675
- The Broad Institute, Inc. 401(k) Retirement Plan (MA) $316M · 2,033
- Adams Keegan Retirement Savings Plan (TN) $315M · 19,230
- Veterans United Home Loans 401(k) Plan (MO) $315M · 5,071
Frequently Asked Questions
How did The Pew Charitable Trusts Savings Plan assets move in 2022? ▼
How have The Pew Charitable Trusts plan assets changed over time? ▼
Where does The Pew Charitable Trusts Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Pew Charitable Trusts Savings Plan? ▼
Next read for The Pew Charitable Trusts Savings Plan
Scale reading
Ways to act on The Pew Charitable Trusts Savings Plan's numbers.
- By total assets, The Pew Charitable Trusts Savings Plan ranks in the top 5% 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
- The Pew Charitable Trusts's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Other Services plans