Defined Benefit (Pension) · DOL Form 5500 · 2022

Pennsylvania State Education Assoc Pension Plan

Data updated 2026-08-25

$289M
Total assets Near avg plan size
253
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Pennsylvania State Education Association Pension Plan · Sponsored by Pennsylvania State Education Assoc · Pennsylvania · Other Services

$289M in assets, 253 participants

Pennsylvania State Education Assoc's Pennsylvania State Education Association Pension Plan reported $289M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,328 in Other Services (8,398 peers)

Coverage in Pennsylvania

Pennsylvania State Education Association Pension Plan covers 253 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $289M.

#8,328
in Other Services (8,398 peers)
+0.8%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Pennsylvania State Education Association Pension Plan's outsized position by total assets

Pennsylvania State Education Association Pension Plan vs every filed plan by assets

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

$288,672,005 Top 3% higher than 97% 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 Pension 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 Pension Plan sits mid-pack in the medium band (253 participants).

Form 5500 schedule snapshot

Filing strip 230961125 · Pennsylvania State Education Assoc PY 2022 · Defined Benefit (Pension)

Pennsylvania State Education Association Pension Plan · $289M · 253 · 97th

  • SCH $289M
  • SCH 253
  • SCH 97th
  • SCH Defined Benefit (Pension)
  • SCH near Nordson Corporation Salaried Employees Pension Plan
  • SCH ind #8328

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 Pension Plan in the asset neighbourhood

Mg Advantage Retirement Plan$290MPennsylvania State Education Association Pension PlanPennsylvania State Education…$289MNordson Corporation Salaried Employees Pension PlanNordson Corporation Salaried…$288MBronson Healthcare Retirement PlanBronson Healthcare Retiremen…$287MLocal No. 1 Pension Trust FundLocal No. 1 Pension Trust Fu…$287M
End-of-year total assets ($M) among Pennsylvania State Education Association Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$286M
Net Assets (End of Year)$289M
Net Income$2M
Employer EIN230961125
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania State Education Assoc)

Sponsor-wide plan assets over time

All Pennsylvania State Education Assoc 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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pennsylvania State Education Association Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pennsylvania State Education Association Pension Plan, Total assets ($B): 0.288672005 · Participants: 253Pennsylvania State Education Association Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Pennsylvania State Education Association Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania State Education Association Pension Plan side-by-side with 3 peers →

Pennsylvania State Education Association Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Nordson Corporation Salaried Employees Pension Plan in OH ($288M); by covered participants it is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($289M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Pension Plan assets move in 2022? ▼
Pennsylvania State Education Association Pension Plan held essentially flat - up 0.8% during 2022, from $286M to $289M. Reported net income was $2M.
How have Pennsylvania State Education Assoc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania State Education Assoc's sponsor-wide assets grew 10.3%, from $349M to $385M.
Where does Pennsylvania State Education Association Pension Plan rank by assets among Form 5500 filers? ▼
Pennsylvania State Education Association Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pennsylvania State Education Association Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nordson Corporation Salaried Employees Pension Plan in OH ($288M, 2,317 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pennsylvania State Education Association Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY (253 participants, $78M 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.