401(k) · DOL Form 5500 · 2023

Univest Financial Corporation 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
949
Participants Near avg headcount
92nd
Percentile by assets National rank
$115,337
Avg per participant Below avg balance/head
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Official DOL plan name: Univest Financial Corporation Deferred Salary Savings Plan · Sponsored by Univest Financial Corporation · Pennsylvania · Finance & Insurance

$109M in assets, 949 participants

Univest Financial Corporation's Univest Financial Corporation Deferred Salary Savings Plan reported $109M in total assets and 949 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,765 in Finance & Insurance (8,869 peers)

Where Univest Financial Corporation Deferred Salary Savings Plan sits by assets

Univest Financial Corporation Deferred Salary Savings Plan sits in the top 10% of all filed plans by assets, $109M for 949 participants (~$115,337/participant), up 20.1% in 2023.

#7,765
in Finance & Insurance (8,869 peers)
+20.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Univest Financial Corporation Deferred Salary Savings Plan's outsized position by total assets

Univest Financial Corporation Deferred Salary Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$109,454,489 Top 8% higher than 92% of 127,068 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 2023

Univest Financial Corporation Deferred Salary Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Univest Financial Corporation Deferred Salary Savings Plan sits mid-pack in the medium band (949 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Univest Financial Corporation Deferred Salary Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Univest Financial Corporation Deferred Salary Savings Plan end-of-year assets rose from $91M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Univest Financial Corporation Deferred Salary Savings Plan reported participants rose from 904 in the plan year 2022 filing to 949 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231886144 · Univest Financial Corporation PY 2023 · 401(k)

Univest Financial Corporation Deferred Salary Savings Plan · $109M · 949 · 92nd

  • PHOTO $109M
  • IND 949
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Cohesity, Inc. 401(k) Plan
  • PCT ind #7765

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Univest Financial Corporation Deferred Salary Savings Plan in the asset neighbourhood

Cable Television Laboratories, Inc. Profit Sharing PlanCable Television Laboratorie…$109MAirbus U.S. Space & Defense, Inc. 401(k) Retirement PlanAirbus U.S. Space & Defense,…$110MCohesity, Inc. 401(k) Plan$109MUnivest Financial Corporation Deferred Salary Savings PlanUnivest Financial Corporatio…$109MMainline Information Systems 401(k) PlanMainline Information Systems…$109M
End-of-year total assets ($M) among Univest Financial Corporation Deferred Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$109M
Net Income$18M
Employer EIN231886144
Plan Effective Date1982-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Univest Financial Corporation)

Sponsor-wide plan assets over time

All Univest Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$178M 26.737762471052246% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $178M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 1,067 $141M
2023 2 1,097 $164M
2024 2 1,096 $178M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Univest Financial Corporation Deferred Salary Savings Plan, Total assets ($B): 0.109454489 · Participants: 949Univest Financial Corporation Deferred Salary Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Univest Financial Corporation Deferred Salary Savings Plan side-by-side with 3 peers →

Univest Financial Corporation Deferred Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cohesity, Inc. 401(k) Plan in CA ($109M); by covered participants it is Next Level 401(k) Plan in TX (949 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (949 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Univest Financial Corporation Deferred Salary Savings Plan assets move in 2023? ▼
Univest Financial Corporation Deferred Salary Savings Plan grew sharply - up 20.1% during 2023, from $91M to $109M. Reported net income was $18M.
How have Univest Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Univest Financial Corporation's sponsor-wide assets grew 26.7%, from $141M to $178M.
Where does Univest Financial Corporation Deferred Salary Savings Plan rank by assets among Form 5500 filers? ▼
Univest Financial Corporation Deferred Salary Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Univest Financial Corporation Deferred Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cohesity, Inc. 401(k) Plan in CA ($109M, 1,419 participants).
Which 401(k) plans cover a similar participant headcount to Univest Financial Corporation Deferred Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Next Level 401(k) Plan in TX (949 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231886144.

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.