Other · DOL Form 5500 · 2022
Trustees of the Univ. of Penn Retirement Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 39,740
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $62,682
- Avg per participant Low balance/head
Official DOL plan name: The University of Pennsylvania Health System 403(b) Retirement Savings Plan · Sponsored by Trustees of the Univ. of Penn · Pennsylvania · Healthcare & Social Assistance
$2.5B in assets, 39,740 participants
Trustees of the Univ. of Penn's The University of Pennsylvania Health System 403(b) Retirement Savings Plan reported $2.5B in total assets and 39,740 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.
- #20,005 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
The University of Pennsylvania Health System 403(b) Retirement Savings Plan covers 39,740 participants in Pennsylvania, 48x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.5B.
- #20,005
- in Healthcare & Social Assistance (20,060 peers)
- -11.3%
- assets change YoY
- 25×
- vs typical plan assets (national mean)
The plan reported a net loss of $348M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Pennsylvania Health System 403(b) Retirement Savings Plan's outsized position by total assets
The University of Pennsylvania Health System 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,490,968,748 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 Health System 403(b) Retirement Savings 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 Health System 403(b) Retirement Savings Plan is a mega filing (39,740 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 231352685 · Trustees of the Univ. of Penn PY 2022 · Other
The University of Pennsylvania Health System 403(b) Retirement Savings Plan · $2.5B · 39,740 · 100th
- PHOTO $2.5B
- IND 39,740
- EOY 100th
- 5500 Other
- ASSETS near The Johns Hopkins University Applied Physics Laboratory Pension Plan B
- PCT ind #20005
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
The University of Pennsylvania Health System 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | -$348M |
| Employer EIN | 231352685 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Univ. of Penn)
Sponsor-wide plan assets over time
All Trustees of the Univ. of Penn 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
- 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 Health System 403(b) Retirement Savings Plan
The University of Pennsylvania Health System 403(b) Retirement Savings Plan reports $2.5B in end-of-year assets across 39,740 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.042% of 93,925,755 covered participants) - about $62,682 per participant (45% of the national average assets-per-participant) . Net income for plan year 2022 was -$348M.
This plan identity (EIN 231352685, plan #018) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.6B (+42.6%) while covered participants moved from 39,740 to 43,405 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 39,740 | $2.5B | This page |
| 2023 | 41,942 | $3.1B | Open filing |
| 2024 · index core | 43,405 | $3.6B | 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 Health System 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Johns Hopkins University Applied Physics Laboratory Pension Plan B in MD ($2.5B); by covered participants it is The Retirement Savings Plan in NY (39,938 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $2.5B · 8,736
- Boston University Retirement Plan (MA) $2.5B · 8,045
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.5B · 419,935
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) $2.4B · 14,145
Similar participant headcount
Nearest other-state filings by covered participants (39,740 participants); asset peers above are excluded.
- The Retirement Savings Plan (NY) 39,938 · 198 off
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan (UT) 38,547 · 1,193 off
- Hcr Manorcare 403(b) Plan (OH) 37,738 · 2,002 off
- The Duke University Faculty and Staff Retirement Plan (NC) 43,924 · 4,184 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.