Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the University of Pennsylvania Pension Plan
Data updated 2026-08-11
- $2.9B
- Total assets
- 5,489
- Participants
- 100th
- Percentile by assets
- $527,995
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $2.9B
- total plan assets (2022 EOY)
- 5,489
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $527,995
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. University of Pennsylvania Health System Pension Plan reports 5,489 participants - 6.7x that state average ($2.9B EOY assets).
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)
| 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.
University of Pennsylvania Health System Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to University of Pennsylvania Health System Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did University of Pennsylvania Health System Pension Plan assets move in 2022? ▼
How have Trustees of the University of Pennsylvania plan assets changed over time? ▼
Where does University of Pennsylvania Health System Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to University of Pennsylvania Health System Pension Plan? ▼
Next read for University of Pennsylvania Health System…
Filing takeaways
Ways to act on University of Pennsylvania Health System Pension Plan's numbers.
- By total assets, University of Pennsylvania Health System Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Trustees of the University of Pennsylvania's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans