401(k) · DOL Form 5500 · 2022
The Pew Charitable Trusts 401(k) Plan
Data updated 2026-08-25
- $316M
- Total assets Above avg plan size
- 1,018
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $310,014
- Avg per participant High balance/head
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.
- #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.
- #8,333
- in Other Services (8,398 peers)
- -14.7%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
The Pew Charitable Trusts Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$315,594,515 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Pew Charitable Trusts Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pew Charitable Trusts Savings Plan lands in the large band (1,018 participants).
DOL schedule card
Filing strip 231512117 · The Pew Charitable Trusts PY 2022 · 401(k)
The Pew Charitable Trusts Savings Plan · $316M · 1,018 · 97th
- SCH $316M
- SCH 1,018
- SCH 97th
- SCH 401(k)
- SCH near Moore & Van Allen PLLC 401(k) Profit Sharing Plan
- SCH ind #8333
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 Other Services retirement plans → · Plans in Pennsylvania →
The Pew Charitable Trusts Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Pew Charitable Trusts plans reported in each filing year
- Latest sponsor-wide plan assets
- $428M 35.67265134503367% vs 2022
- 2024 filing year
| 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.
- 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
The Pew Charitable Trusts Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Moore & Van Allen PLLC 401(k) Profit Sharing Plan in NC ($316M); by covered participants it is Stream Realty Partners 401(k) Savings Plan in TX (1,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,018 participants); asset peers above are excluded.
- Stream Realty Partners 401(k) Savings Plan (TX) 1,018 · 0 off
- Health Fitness Corporation 401(k) Savings Plan (IL) 1,018 · 0 off
- Miccosukee Tribe of Indians of Florida 401(k) Plan (FL) 1,018 · 0 off
- California Association of Winegrape Growers Retirement Plan and Trust (CA) 1,018 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.