Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan

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

Sponsored by The Trustees of the University of Pennsylvania Β· Pennsylvania Β· Educational Services

What the 2023 filing shows

The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan holds $30M for 112 participants - about $270,661 per participant, up 5.8% over the 2022 plan year.

$30M
total plan assets (2022 EOY)
112
covered participants
$270,661
avg assets per participant
+5.8%
assets growth YoY
Total Assets (2023)
$30M
Participants
112
State
Industry
Educational Services

What the Filing Says About The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan

The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by The Trustees of the University of Pennsylvania, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 112 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231352685, and the plan has been effective since 1999-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $30M at year-end β€” a gain of 5.8%. Net assets (after liabilities) closed the year at $30M, with reported net income of $2M 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 β€” 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)$29M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN231352685
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trustees of the University of Pennsylvania)

Year Plans Participants Total Assets
2022 8 129,893 $14.9B
2023 8 157,259 $17.0B
2024 5 154,119 $15.9B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan?
As of the 2022 Form 5500 filing, The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan holds $30M in total assets with 112 participants. It is sponsored by The Trustees of the University of Pennsylvania.
What type of plan is The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan?
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1999-08-01. The plan is filed with the U.S. Department of Labor under EIN 231352685.
Who sponsors the The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan?
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan is sponsored by The Trustees of the University of Pennsylvania, located in Pennsylvania. The sponsor's EIN is 231352685 and the plan operates in the Educational Services industry.
How did The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan perform in 2022?
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan grew by 5.8% during 2022, moving from $29M to $30M in total assets. Net income was $2M.
Where can I find official filings for The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan?
Official Form 5500 filings for The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231352685 or plan name at efast.dol.gov.
How does The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan compare to other plans?
You can compare The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan against other Defined Benefit (Pension) 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) β€” original filing retrieval by EIN 231352685.

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

Reference: IRS Publication 590-B β€” 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.