Other
2022 plan-year Other DOL Form 5500

Philadelphia University Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Philadelphia University · Pennsylvania · Educational Services

What the 2023 filing shows

Philadelphia University Defined Contribution Retirement Plan holds $113M for 411 participants — about $273,957 per participant, down 13.1% over the 2022 plan year.

$113M
total plan assets (2022 EOY)
411
covered participants
$273,957
avg assets per participant
-13.1%
assets change YoY

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.

Total Assets (2023)
$113M
Participants
411
State
Industry
Educational Services

What the Filing Says About Philadelphia University Defined Contribution Retirement Plan

Philadelphia University Defined Contribution Retirement Plan is a Other retirement plan sponsored by Philadelphia University, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $113M in total end-of-year assets and covers 411 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231352294, and the plan has been effective since 1962-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $129M at the beginning of 2022 to $113M at year-end — a decline of 13.1%. Net assets (after liabilities) closed the year at $113M, with reported net income of $-16,901,242 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$129M
Total Assets (End of Year)$113M
Net Assets (End of Year)$113M
Net Income$-16,901,242
Plan TypeOther
Employer EIN231352294
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Philadelphia University)

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.

Frequently Asked Questions

How much money is in the Philadelphia University Defined Contribution Retirement Plan?
As of the 2022 Form 5500 filing, Philadelphia University Defined Contribution Retirement Plan holds $113M in total assets with 411 participants. It is sponsored by Philadelphia University.
What type of plan is Philadelphia University Defined Contribution Retirement Plan?
Philadelphia University Defined Contribution Retirement Plan is a Other plan. It has been effective since 1962-01-01. The plan is filed with the U.S. Department of Labor under EIN 231352294.
Who sponsors the Philadelphia University Defined Contribution Retirement Plan?
Philadelphia University Defined Contribution Retirement Plan is sponsored by Philadelphia University, located in Pennsylvania. The sponsor's EIN is 231352294 and the plan operates in the Educational Services industry.
How did Philadelphia University Defined Contribution Retirement Plan perform in 2022?
Philadelphia University Defined Contribution Retirement Plan declined by 13.1% during 2022, moving from $129M to $113M in total assets. Net income was $-16,901,242.
Where can I find official filings for Philadelphia University Defined Contribution Retirement Plan?
Official Form 5500 filings for Philadelphia University Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231352294 or plan name at efast.dol.gov.
How does Philadelphia University Defined Contribution Retirement Plan compare to other plans?
You can compare Philadelphia University Defined Contribution Retirement Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231352294.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.