Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the University of Pennsylvania Pension Plan
Data updated 2026-08-25
- $2.9B
- Total assets Very large vs avg
- 5,489
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $527,995
- Avg per participant High balance/head
Official DOL plan name: University of Pennsylvania Health System Pension Plan · Sponsored by Trustees of the University of Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$2.9B in assets, 5,489 participants
Trustees of the University of Pennsylvania's University of Pennsylvania Health System Pension Plan reported $2.9B in total assets and 5,489 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,017 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
University of Pennsylvania Health System Pension Plan covers 5,489 participants in Pennsylvania, 6.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.9B.
- #20,017
- in Healthcare & Social Assistance (20,060 peers)
- +31.5%
- assets growth YoY
- 29×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Pennsylvania Health System Pension Plan's outsized position by total assets
University of Pennsylvania Health System Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,898,166,129 Highest reported value at or above every one 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
University of Pennsylvania Health System Pension Plan'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. University of Pennsylvania Health System Pension Plan lands in the large band (5,489 participants).
Form 5500 schedule snapshot
Filing strip 231352685 · Trustees of the University of Pennsylvania PY 2022 · Defined Benefit (Pension)
University of Pennsylvania Health System Pension Plan · $2.9B · 5,489 · 100th
- EBSA $2.9B
- PART 5,489
- TYPE 100th
- NET Defined Benefit (Pension)
- BOOK near U.S. Bank Legacy Pension Plan
- VS-ST ind #20017
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
University of Pennsylvania Health System Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$42M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of Pennsylvania)
Sponsor-wide plan assets over time
All Trustees of the University of Pennsylvania 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
Scale composition for University of Pennsylvania Health System Pension Plan
University of Pennsylvania Health System Pension Plan reports $2.9B in end-of-year assets across 5,489 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $527,995 per participant (3.8x the national average assets-per-participant) . Net income for plan year 2022 was -$42M.
This plan identity (EIN 231352685, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.9B to $2.8B (-1.9%) while covered participants moved from 5,489 to 7,714 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,489 | $2.9B | This page |
| 2023 | 8,369 | $2.8B | Open filing |
| 2024 · index core | 7,714 | $2.8B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Pennsylvania Matching Plan (Other, $7.0B, 22,110 participants)
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (Other, $3.6B, 43,405 participants)
- University of Pennsylvania Health Sysytem Pension Plan (Defined Benefit (Pension), $2.8B, 7,714 participants)
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (Other, $2.3B, 26,892 participants)
University of Pennsylvania Health System Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is U.S. Bank Legacy Pension Plan in MN ($2.9B); by covered participants it is The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers in TX (5,477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.9B here).
- U.S. Bank Legacy Pension Plan (MN) $2.9B · 1,398
- General Dynamics Retirement Plan (Government) (VA) $2.9B · 3,517
- Pension Plan of Public Service Enterprise Group Incorporated (NJ) $2.9B · 521
- Construction Laborers Pension Trust Fund for Southern California (CA) $2.9B · 22,100
Similar participant headcount
Nearest other-state filings by covered participants (5,489 participants); asset peers above are excluded.
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) 5,477 · 12 off
- Pension Plan for Employees at Ornl (TN) 5,460 · 29 off
- Puget Sound Electrical Workers Pension Plan (WA) 5,519 · 30 off
- Usg Corporation Retirement Plan (IL) 5,527 · 38 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.