Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the University of PA Pension Plan
Data updated 2026-08-25
- $208M
- Total assets Near avg plan size
- 1,062
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $195,756
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Allowance Plan of the University of Pennsylvania · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$208M in assets, 1,062 participants
Trustees of the University of PA's Retirement Allowance Plan of the University of Pennsylvania reported $208M in total assets and 1,062 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,740 in Educational Services (4,024 peers)
Where Retirement Allowance Plan of the University of Pennsylvania sits by assets
Retirement Allowance Plan of the University of Pennsylvania sits in the top 5% of all filed plans by assets, $208M for 1,062 participants (~$195,756/participant), down 7.3% in 2022.
- #3,740
- in Educational Services (4,024 peers)
- -7.3%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Allowance Plan of the University of Pennsylvania's outsized position by total assets
Retirement Allowance Plan of the University of Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$207,892,446 Top 4% higher than 96% 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
Retirement Allowance Plan of the University of Pennsylvania's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Allowance Plan of the University of Pennsylvania lands in the large band (1,062 participants).
Form 5500 schedule snapshot
Filing strip 231352685 · Trustees of the University of PA PY 2022 · Defined Benefit (Pension)
Retirement Allowance Plan of the University of Pennsylvania · $208M · 1,062 · 96th
- RANK $208M
- RANK 1,062
- RANK 96th
- RANK Defined Benefit (Pension)
- RANK near L.L.Bean, Inc. Pension Plan
- RANK ind #3740
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 →
Retirement Allowance Plan of the University of Pennsylvania in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $224M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | -$16M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of PA)
Sponsor-wide plan assets over time
All Trustees of the University of PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $19.0B 27.12721195306361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Retirement Allowance Plan of the University of Pennsylvania's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is L.L.Bean, Inc. Pension Plan in ME ($208M); by covered participants it is Transocean U.S. Retirement Plan in (1,062 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208M here).
- L.L.Bean, Inc. Pension Plan (ME) $208M · 2,330
- Master Lock Pension Plan (WI) $208M · 114
- Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan (NY) $208M · 190
- Golden State Water Company Pension Plan (CA) $208M · 219
Similar participant headcount
Nearest other-state filings by covered participants (1,062 participants); asset peers above are excluded.
- Transocean U.S. Retirement Plan () 1,062 · 0 off
- Building Laborers Local 310 Pension Fund (OH) 1,062 · 0 off
- Sheet Metal Workers Local 85 Pension Fund (TN) 1,061 · 1 off
- Donaldson Company, Inc. Salaried Employees Pension Plan (MN) 1,063 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.