Defined Benefit (Pension) · DOL Form 5500 · 2022
Univest Financial Corporation Pension Plan
Data updated 2026-08-11
- $49M
- Total assets
- 163
- Participants
- 88th
- Percentile by assets
- $303,060
- Avg per participant
Official DOL plan name: Univest Financial Corporation Retirement Plan · Sponsored by Univest Financial Corporation · Pennsylvania · Finance & Insurance
$49M in assets, 163 participants
Univest Financial Corporation's Univest Financial Corporation Retirement Plan reported $49M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #7,467 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Univest Financial Corporation Retirement Plan covers 163 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $49M.
- $49M
- total plan assets (2022 EOY)
- 163
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $303,060
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Univest Financial Corporation Retirement Plan reports 163 participants - about 20% of that state average ($49M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$11M |
| Employer EIN | 231886144 |
| Plan Effective Date | 1944-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Univest Financial Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,067 | $141M |
| 2023 | 2 | 1,097 | $164M |
| 2024 | 2 | 1,096 | $178M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Univest Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Univest Financial Corporation Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Univest Financial Corporation Retirement Plan assets move in 2022? ▼
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Where does Univest Financial Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Univest Financial Corporation Retirement…
Filing takeaways
Ways to act on Univest Financial Corporation Retirement Plan's numbers.
- By total assets, Univest Financial Corporation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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