401(k) · DOL Form 5500 · 2022
The Union League of Philadelphia 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 352
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $79,803
- Avg per participant Below avg balance/head
Official DOL plan name: The Union League of Philadelphia Employee Savings and Retirement · Sponsored by The Union League of Philadelphia · Pennsylvania · Food Services & Accommodation
$28M in assets, 352 participants
The Union League of Philadelphia's The Union League of Philadelphia Employee Savings and Retirement reported $28M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #4,399 in Food Services & Accommodation (4,592 peers)
Coverage in Pennsylvania
The Union League of Philadelphia Employee Savings and Retirement covers 352 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.
- #4,399
- in Food Services & Accommodation (4,592 peers)
- -11.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Union League of Philadelphia Employee Savings and Retirement's outsized position by total assets
The Union League of Philadelphia Employee Savings and Retirement vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,090,614 Top 18% higher than 82% 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 Union League of Philadelphia Employee Savings and Retirement 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. The Union League of Philadelphia Employee Savings and Retirement sits mid-pack in the medium band (352 participants).
EBSA filing schedule strip
Filing strip 231171350 · The Union League of Philadelphia PY 2022 · 401(k)
The Union League of Philadelphia Employee Savings and Retirement · $28M · 352 · 82nd
- EBSA $28M
- EBSA 352
- EBSA 82nd
- EBSA 401(k)
- EBSA near Ads 401(k) Plan
- EBSA ind #4399
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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →
The Union League of Philadelphia Employee Savings and Retirement in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$4M |
| Employer EIN | 231171350 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Union League of Philadelphia)
Sponsor-wide plan assets over time
All The Union League of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 55.38715173687553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 352 | $28M |
| 2023 | 1 | 468 | $35M |
| 2024 | 1 | 535 | $44M |
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 Union League of Philadelphia Employee Savings and Retirement's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Ads 401(k) Plan in IL ($28M); by covered participants it is Stonepoint Materials, LLC 401(k) Plan in TX (352 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Ads 401(k) Plan (IL) $28M · 302
- Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust (NY) $28M · 217
- Cape Fox Shared Services 401(k) Plan (VA) $28M · 1,241
- Stewart-Haas Racing LLC 401(k) Plan (NC) $28M · 316
Similar participant headcount
Nearest other-state filings by covered participants (352 participants); asset peers above are excluded.
- Stonepoint Materials, LLC 401(k) Plan (TX) 352 · 0 off
- Tryon Distributing LLC 401(k) Retirement Plan (NC) 352 · 0 off
- Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan (IL) 352 · 0 off
- Roush Holdings, Inc. 401(k) Plan (OH) 352 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.