Other · DOL Form 5500 · 2022
Trustees of the University of PA Retirement Plan
Data updated 2026-08-25
- $5.5B
- Total assets Very large vs avg
- 13,262
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $417,029
- Avg per participant High balance/head
Official DOL plan name: The University of Pennsylvania Matching Plan · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$5.5B in assets, 13,262 participants
Trustees of the University of PA's The University of Pennsylvania Matching Plan reported $5.5B in total assets and 13,262 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,017 in Educational Services (4,024 peers)
Coverage in Pennsylvania
The University of Pennsylvania Matching Plan covers 13,262 participants in Pennsylvania, 16x the typical Pennsylvania plan (state average ~822 per filing). Assets: $5.5B.
- #4,017
- in Educational Services (4,024 peers)
- -13.6%
- assets change YoY
- 55×
- vs typical plan assets (national mean)
The plan reported a net loss of $871M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Pennsylvania Matching Plan's outsized position by total assets
The University of Pennsylvania Matching Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,530,640,141 Highest reported value at or above every one 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 University of Pennsylvania Matching Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Pennsylvania Matching Plan is a mega filing (13,262 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 231352685 · Trustees of the University of PA PY 2022 · Other
The University of Pennsylvania Matching Plan · $5.5B · 13,262 · 100th
- RANK $5.5B
- PHOTO 13,262
- IND 100th
- EOY Other
- 5500 near Sutter Health 403(b) Savings Plan
- ASSETS ind #4017
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 Educational Services retirement plans → · Plans in Pennsylvania →
The University of Pennsylvania Matching Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6.4B |
|---|---|
| Net Assets (End of Year) | $5.5B |
| Net Income | -$871M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1920-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of PA)
Sponsor-wide plan assets over time
All Trustees of the University of PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $19.0B 27.12721195306361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- The Children's Hospital of Philadelphia Retirement Savings Plan $1.8B · 15,989
Scale composition for The University of Pennsylvania Matching Plan
The University of Pennsylvania Matching Plan reports $5.5B in end-of-year assets across 13,262 participants (0.045% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $417,029 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2022 was -$871M.
This plan identity (EIN 231352685, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.5B to $7.0B (+26.3%) while covered participants moved from 13,262 to 22,110 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,262 | $5.5B | This page |
| 2023 | 20,979 | $6.3B | Open filing |
| 2024 · index core | 22,110 | $7.0B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Pennsylvania Matching Plan (Other, $7.0B, 22,110 participants)
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (Other, $3.6B, 43,405 participants)
- University of Pennsylvania Health Sysytem Pension Plan (Defined Benefit (Pension), $2.8B, 7,714 participants)
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (Other, $2.3B, 26,892 participants)
The University of Pennsylvania Matching Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Sutter Health 403(b) Savings Plan in CA ($5.3B); by covered participants it is The Moses H. Cone Memorial Hospital Voluntary Savings Plan in NC (13,292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.5B here).
- Sutter Health 403(b) Savings Plan (CA) $5.3B · 48,591
- Washington University Retirement Savings Plan (IL) $5.9B · 15,925
- Cleveland Clinic Savings and Investment Plan (OH) $6.3B · 51,726
- University of Rochester Retirement Program (NY) $6.4B · 27,581
Similar participant headcount
Nearest other-state filings by covered participants (13,262 participants); asset peers above are excluded.
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan (NC) 13,292 · 30 off
- Christiana Care 403(b) Plan (DE) 13,222 · 40 off
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan (MA) 13,317 · 55 off
- Northshore University Healthsystem Tax Deferred Annuity Plan (IL) 13,159 · 103 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.