Profit Sharing · DOL Form 5500 · 2022
Trustees of the University of PA Profit Sharing Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 14,515
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $97,682
- Avg per participant Below avg balance/head
Official DOL plan name: University of Pennsylvania Basic Plan · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$1.4B in assets, 14,515 participants
Trustees of the University of PA's University of Pennsylvania Basic Plan reported $1.4B in total assets and 14,515 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,977 in Educational Services (4,024 peers)
Coverage in Pennsylvania
University of Pennsylvania Basic Plan covers 14,515 participants in Pennsylvania, 18x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.4B.
- #3,977
- in Educational Services (4,024 peers)
- -12.9%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $209M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Pennsylvania Basic Plan's outsized position by total assets
University of Pennsylvania Basic Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,417,850,182 Top 1% higher than 99% 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
University of Pennsylvania Basic 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. University of Pennsylvania Basic Plan is a mega filing (14,515 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 231352685 · Trustees of the University of PA PY 2022 · Profit Sharing
University of Pennsylvania Basic Plan · $1.4B · 14,515 · 99th
- 5500 $1.4B
- 5500 14,515
- 5500 99th
- 5500 Profit Sharing
- 5500 near Mid-America Carpenters Regional Council Supplemental Retirement Plan
- 5500 ind #3977
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 →
University of Pennsylvania Basic Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$209M |
| Employer EIN | 231352685 |
| Plan Effective Date | 2000-07-01 |
| 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 Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $558M · 2,434
Scale composition for University of Pennsylvania Basic Plan
University of Pennsylvania Basic Plan reports $1.4B in end-of-year assets across 14,515 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $97,682 per participant (71% of the national average assets-per-participant) . Net income for plan year 2022 was -$209M.
This plan identity (EIN 231352685, plan #028) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.0B (+40.8%) while covered participants moved from 14,515 to 21,954 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,515 | $1.4B | This page |
| 2023 | 21,016 | $1.7B | Open filing |
| 2024 · index core | 21,954 | $2.0B | 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)
University of Pennsylvania Basic Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Mid-America Carpenters Regional Council Supplemental Retirement Plan in IL ($1.4B); by covered participants it is Essentia Health Retirement Plan in MN (14,444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) $1.4B · 16,140
- Baylor College of Medicine Retirement Plan (TX) $1.4B · 9,875
- Pipe Trades Services Mn Pension Supplement Fund (MN) $1.4B · 6,268
- Nfl Player Annuity Program (MD) $1.4B · 2,781
Similar participant headcount
Nearest other-state filings by covered participants (14,515 participants); asset peers above are excluded.
- Essentia Health Retirement Plan (MN) 14,444 · 71 off
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) 14,201 · 314 off
- Rochester Regional Health 403(b) Defined Contribution Plan (NY) 15,215 · 700 off
- Midwest Operating Engineers Retirement Enhancement (IL) 15,224 · 709 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.