Other · DOL Form 5500 · 2022
ELWYN Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 2,019
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $21,939
- Avg per participant Low balance/head
Official DOL plan name: Elwyn Defined Contribution 403(b) Plan · Sponsored by ELWYN · Pennsylvania · Healthcare & Social Assistance
$44M in assets, 2,019 participants
ELWYN's Elwyn Defined Contribution 403(b) Plan reported $44M in total assets and 2,019 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.
- #17,853 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Elwyn Defined Contribution 403(b) Plan covers 2,019 participants in Pennsylvania, 2.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $44M.
- #17,853
- in Healthcare & Social Assistance (20,060 peers)
- -0.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elwyn Defined Contribution 403(b) Plan's outsized position by total assets
Elwyn Defined Contribution 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,295,333 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 Defined Contribution 403(b) 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. Elwyn Defined Contribution 403(b) Plan lands in the large band (2,019 participants).
DOL schedule card
Filing strip 231352117 · ELWYN PY 2022 · Other
Elwyn Defined Contribution 403(b) Plan · $44M · 2,019 · 87th
- BOY $44M
- SCH 2,019
- EBSA 87th
- PART Other
- TYPE near Woodland Park Zoological Society 403(b) Retirement Plan
- NET ind #17853
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 Defined Contribution 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$128K |
| Employer EIN | 231352117 |
| Plan Effective Date | 2018-07-01 |
| 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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Elwyn Defined Contribution 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Woodland Park Zoological Society 403(b) Retirement Plan in WA ($44M); by covered participants it is Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in NC (2,011 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,019 participants); asset peers above are excluded.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan (NC) 2,011 · 8 off
- Sturdy Memorial 403(b) Plan (MA) 2,010 · 9 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) 2,034 · 15 off
- Altamed Health Services Corporation 403(b) Plan (CA) 2,000 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.