Defined Benefit (Pension) · DOL Form 5500 · 2022

Univest Financial Corporation Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
163
Participants Small participant base
88th
Percentile by assets National rank
$303,060
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,467
in Finance & Insurance (9,261 peers)
-18.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Univest Financial Corporation Retirement Plan's outsized position by total assets

Univest Financial Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$49,398,803 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Univest Financial Corporation 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. Univest Financial Corporation Retirement Plan sits mid-pack in the medium band (163 participants).

Published 5500 schedule card

Filing strip 231886144 · Univest Financial Corporation PY 2022 · Defined Benefit (Pension)

Univest Financial Corporation Retirement Plan · $49M · 163 · 88th

  • TYPE $49M
  • TYPE 163
  • TYPE 88th
  • TYPE Defined Benefit (Pension)
  • TYPE near Pension Plan for Salaried and Production Employees of Vallourec Star, LP
  • TYPE ind #7467

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Univest Financial Corporation Retirement Plan in the asset neighbourhood

Univest Financial Corporation Retirement PlanUnivest Financial Corporatio…$49MPension Plan for Salaried and Production Employees of Vallourec Star, LPPension Plan for Salaried an…$49MLocal 99 Pension Plan$49MAmerican Quarter Horse Association Employee Pension PlanAmerican Quarter Horse Assoc…$49MRetirement Plan for Non Legal Employees of Stb LLPRetirement Plan for Non Lega…$49M
End-of-year total assets ($M) among Univest Financial Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$49M
Net Income-$11M
Employer EIN231886144
Plan Effective Date1944-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Univest Financial Corporation)

Sponsor-wide plan assets over time

All Univest Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$178M 26.737762471052246% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $178M ▲ +26.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Univest Financial Corporation Retirement Plan, Total assets ($B): 0.049398803 · Participants: 163Univest Financial Corporation Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Univest Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Univest Financial Corporation Retirement Plan side-by-side with 3 peers →

Univest Financial Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan for Salaried and Production Employees of Vallourec Star, LP in TX ($49M); by covered participants it is Colt Retirement Defined Benefit Plan in CT (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Univest Financial Corporation Retirement Plan assets move in 2022? ▼
Univest Financial Corporation Retirement Plan declined sharply - down 18.3% during 2022, from $60M to $49M. Reported net income was -$11M.
How have Univest Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Univest Financial Corporation's sponsor-wide assets grew 26.7%, from $141M to $178M.
Where does Univest Financial Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Univest Financial Corporation Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Univest Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Salaried and Production Employees of Vallourec Star, LP in TX ($49M, 167 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Univest Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Colt Retirement Defined Benefit Plan in CT (163 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231886144.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.