401(k) · DOL Form 5500 · 2022

Pennsylvania State Education Association 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
257
Participants Below avg headcount
90th
Percentile by assets National rank
$236,595
Avg per participant Above avg balance/head
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Official DOL plan name: Pennsylvania State Education Association 401(k) Retirement Plan · Sponsored by Pennsylvania State Education Association · Pennsylvania · Other Services

$61M in assets, 257 participants

Pennsylvania State Education Association's Pennsylvania State Education Association 401(k) Retirement Plan reported $61M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,028 in Other Services (8,398 peers)

Coverage in Pennsylvania

Pennsylvania State Education Association 401(k) Retirement Plan covers 257 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $61M.

#8,028
in Other Services (8,398 peers)
+15.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pennsylvania State Education Association 401(k) Retirement Plan's outsized position by total assets

Pennsylvania State Education Association 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$60,804,955 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pennsylvania State Education Association 401(k) 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. Pennsylvania State Education Association 401(k) Retirement Plan sits mid-pack in the medium band (257 participants).

Plan-year Form 5500 strip

Filing strip 230961125 · Pennsylvania State Education Association PY 2022 · 401(k)

Pennsylvania State Education Association 401(k) Retirement Plan · $61M · 257 · 90th

  • PCT $61M
  • PCT 257
  • PCT 90th
  • PCT 401(k)
  • PCT near Brotherhood Mutual Insurance Company 401(k) Plan
  • PCT ind #8028

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 Other Services retirement plans → · Plans in Pennsylvania →

Pennsylvania State Education Association 401(k) Retirement Plan in the asset neighbourhood

Twin Disc, Incorporated - the Accelerator 401(k) Savings PlanTwin Disc, Incorporated - th…$61MPennsylvania State Education Association 401(k) Retirement PlanPennsylvania State Education…$61MBrotherhood Mutual Insurance Company 401(k) PlanBrotherhood Mutual Insurance…$61MOssur Americas, Inc. 401(k) Retirement Savings PlanOssur Americas, Inc. 401(k) …$61MNew Country Motor Car Salary Deferral 401(k) PlanNew Country Motor Car Salary…$61M
End-of-year total assets ($M) among Pennsylvania State Education Association 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN230961125
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania State Education Association)

Sponsor-wide plan assets over time

All Pennsylvania State Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$385M 10.252576307176302% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $349M $385M ▲ +10.3%
Year Plans Participants Total Assets
2022 2 510 $349M
2023 2 509 $366M
2024 2 522 $385M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pennsylvania State Education Association 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pennsylvania State Education Association 401(k) Retirement Plan, Total assets ($B): 0.060804955 · Participants: 257Pennsylvania State Education Association 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Pennsylvania State Education Association 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania State Education Association 401(k) Retirement Plan side-by-side with 3 peers →

Pennsylvania State Education Association 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Brotherhood Mutual Insurance Company 401(k) Plan in IN ($61M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pennsylvania State Education Association 401(k) Retirement Plan assets move in 2022? ▼
Pennsylvania State Education Association 401(k) Retirement Plan grew sharply - up 15.3% during 2022, from $53M to $61M. Reported net income was $8M.
How have Pennsylvania State Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania State Education Association's sponsor-wide assets grew 10.3%, from $349M to $385M.
Where does Pennsylvania State Education Association 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Pennsylvania State Education Association 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pennsylvania State Education Association 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brotherhood Mutual Insurance Company 401(k) Plan in IN ($61M, 580 participants).
Which 401(k) plans cover a similar participant headcount to Pennsylvania State Education Association 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants, $280K in assets).

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 230961125.

Read our methodology - how this data is sourced, computed, and verified.

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