Defined Benefit (Pension) · DOL Form 5500 · 2022
ELWYN Pension Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 978
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $48,210
- Avg per participant Low balance/head
Official DOL plan name: Elwyn, Inc. Retirement Plan · Sponsored by ELWYN · Pennsylvania · Healthcare & Social Assistance
$47M in assets, 978 participants
ELWYN's Elwyn, Inc. Retirement Plan reported $47M in total assets and 978 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,944 in Healthcare & Social Assistance (20,060 peers)
Where Elwyn, Inc. Retirement Plan sits by assets
Elwyn, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 978 participants (~$48,210/participant), down 27.4% in 2022.
- #17,944
- in Healthcare & Social Assistance (20,060 peers)
- -27.4%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elwyn, Inc. Retirement Plan's outsized position by total assets
Elwyn, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,149,138 Top 13% higher than 87% 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
Elwyn, Inc. Retirement 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. Elwyn, Inc. Retirement Plan sits mid-pack in the medium band (978 participants).
Published 5500 schedule card
Filing strip 231352117 · ELWYN PY 2022 · Defined Benefit (Pension)
Elwyn, Inc. Retirement Plan · $47M · 978 · 87th
- VS-ST $47M
- VS-ST 978
- VS-ST 87th
- VS-ST Defined Benefit (Pension)
- VS-ST near The Maryland State Education Association Pension Plan and Trust
- VS-ST ind #17944
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Elwyn, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | -$18M |
| Employer EIN | 231352117 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ELWYN)
Sponsor-wide plan assets over time
All ELWYN plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 27.651356854587743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,997 | $91M |
| 2023 | 2 | 2,780 | $103M |
| 2024 | 2 | 3,148 | $117M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Elwyn, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Maryland State Education Association Pension Plan and Trust in MD ($47M); by covered participants it is Cleveland-Cliffs Steel LLC Pension Plan in IL (978 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (978 participants); asset peers above are excluded.
- Cleveland-Cliffs Steel LLC Pension Plan (IL) 978 · 0 off
- Modine Manufacturing Company Frozen Pension Plan (MS) 977 · 1 off
- Roofers Local 149 Pension Fund (MI) 979 · 1 off
- Southern California Lumber Industry Retirement Fund (CA) 980 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.