Other · DOL Form 5500 · 2022
Trustees of the University of PA Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 21,353
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $79,247
- Avg per participant Below avg balance/head
Official DOL plan name: Supplemental Retirement Annuity Plan of the University of Pennsylvania · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$1.7B in assets, 21,353 participants
Trustees of the University of PA's Supplemental Retirement Annuity Plan of the University of Pennsylvania reported $1.7B in total assets and 21,353 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.
- #3,986 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Supplemental Retirement Annuity Plan of the University of Pennsylvania covers 21,353 participants in Pennsylvania, 26x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.7B.
- #3,986
- in Educational Services (4,024 peers)
- -11.4%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $217M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Supplemental Retirement Annuity Plan of the University of Pennsylvania's outsized position by total assets
Supplemental Retirement Annuity Plan of the University of Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,692,153,953 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
Supplemental Retirement Annuity Plan of the University of Pennsylvania'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. Supplemental Retirement Annuity Plan of the University of Pennsylvania is a mega filing (21,353 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 231352685 · Trustees of the University of PA PY 2022 · Other
Supplemental Retirement Annuity Plan of the University of Pennsylvania · $1.7B · 21,353 · 99th
- PHOTO $1.7B
- PHOTO 21,353
- PHOTO 99th
- PHOTO Other
- PHOTO near Wellstar Health System, Inc. Supplemental Retirement Savings Plan
- PHOTO ind #3986
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 →
Supplemental Retirement Annuity Plan of the University of Pennsylvania in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$217M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1974-09-01 |
| 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.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- 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
Scale composition for Supplemental Retirement Annuity Plan of the University of Pennsylvania
Supplemental Retirement Annuity Plan of the University of Pennsylvania reports $1.7B in end-of-year assets across 21,353 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $79,247 per participant (57% of the national average assets-per-participant) . Net income for plan year 2022 was -$217M.
This plan identity (EIN 231352685, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.3B (+33.6%) while covered participants moved from 21,353 to 26,892 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,353 | $1.7B | This page |
| 2023 | 25,712 | $2.0B | Open filing |
| 2024 · index core | 26,892 | $2.3B | 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)
Supplemental Retirement Annuity Plan of the University of Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Wellstar Health System, Inc. Supplemental Retirement Savings Plan in GA ($1.7B); by covered participants it is Memorial Sloan Kettering Cancer Center Retirement Savings Plan in NY (21,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) $1.7B · 24,566
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $1.7B · 4,057
- Caltech Voluntary Retirement Plan (CA) $1.7B · 8,185
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $1.7B · 22,661
Similar participant headcount
Nearest other-state filings by covered participants (21,353 participants); asset peers above are excluded.
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 21,395 · 42 off
- Prisma Health 401(a) Plan (SC) 21,288 · 65 off
- Harvard University Tax Deferred Annuity Plan (MA) 21,269 · 84 off
- Mclaren Employees' 403(b) Retirement Plan (MI) 21,255 · 98 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.