Other · DOL Form 5500 · 2022
Philadelphia University Retirement Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 411
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $273,957
- Avg per participant High balance/head
Official DOL plan name: Philadelphia University Defined Contribution Retirement Plan · Sponsored by Philadelphia University · Pennsylvania · Educational Services
$113M in assets, 411 participants
Philadelphia University's Philadelphia University Defined Contribution Retirement Plan reported $113M in total assets and 411 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,550 in Educational Services (4,024 peers)
Where Philadelphia University Defined Contribution Retirement Plan sits by assets
Philadelphia University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $113M for 411 participants (~$273,957/participant), down 13.1% in 2022.
- #3,550
- in Educational Services (4,024 peers)
- -13.1%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philadelphia University Defined Contribution Retirement Plan's outsized position by total assets
Philadelphia University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,596,456 Top 7% higher than 93% 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
Philadelphia University Defined Contribution Retirement Plan 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. Philadelphia University Defined Contribution Retirement Plan sits mid-pack in the medium band (411 participants).
Plan-year Form 5500 strip
Filing strip 231352294 · Philadelphia University PY 2022 · Other
Philadelphia University Defined Contribution Retirement Plan · $113M · 411 · 93rd
- SCH $113M
- EBSA 411
- PART 93rd
- TYPE Other
- NET near Saint Anselm College Defined Contribution Retirement Plan
- BOOK ind #3550
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 →
Philadelphia University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$17M |
| Employer EIN | 231352294 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Philadelphia University)
Sponsor-wide plan assets over time
All Philadelphia University plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 22.165149673982633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $113M |
| 2023 | 1 | 528 | $126M |
| 2024 | 1 | 527 | $138M |
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
Philadelphia University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Saint Anselm College Defined Contribution Retirement Plan in NH ($113M); by covered participants it is 403(b) Thrift Plan of Life Bridges, Inc. in TN (411 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Saint Anselm College Defined Contribution Retirement Plan (NH) $113M · 528
- Meharry Medical College Defined Contribution Plan (TN) $113M · 1,132
- Scripps College Academic Retirement Plan (CA) $112M · 493
- Mary Free Bed Rehabilitation Hospital 403(b) Plan (MI) $112M · 1,908
Similar participant headcount
Nearest other-state filings by covered participants (411 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Life Bridges, Inc. (TN) 411 · 0 off
- 403(b) Thrift Plan of the Catholic Charities (CO) 410 · 1 off
- Hospice of Marion County, Inc. Retirement Plan (FL) 410 · 1 off
- Roanoke College Defined Contribution Retirement Plan (VA) 410 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.