Defined Benefit (Pension) · DOL Form 5500 · 2023

Univest Financial Corporation Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
148
Participants Small participant base
86th
Percentile by assets National rank
$367,217
Avg per participant High balance/head
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Official DOL plan name: Univest Financial Corporation Retirement Plan · Sponsored by Univest Financial Corporation · Pennsylvania · Finance & Insurance

$54M in assets, 148 participants

Univest Financial Corporation's Univest Financial Corporation Retirement Plan reported $54M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,016 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Univest Financial Corporation Retirement Plan covers 148 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $54M.

#7,016
in Finance & Insurance (8,869 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Univest Financial Corporation Retirement Plan's outsized position by total assets

Univest Financial Corporation Retirement Plan vs every filed plan by assets

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

$54,348,178 Top 14% higher than 86% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Univest Financial Corporation Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Univest Financial Corporation Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Univest Financial Corporation Retirement Plan reported participants fell from 163 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231886144 · Univest Financial Corporation PY 2023 · Defined Benefit (Pension)

Univest Financial Corporation Retirement Plan · $54M · 148 · 86th

  • RANK $54M
  • RANK 148
  • RANK 86th
  • RANK Defined Benefit (Pension)
  • RANK near Plumbers and Pipefitters Local Union 553 Pension Plan
  • RANK ind #7016

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 Retirement Plan in the asset neighbourhood

Univest Financial Corporation Retirement PlanUnivest Financial Corporatio…$54MPlumbers and Pipefitters Local Union 553 Pension PlanPlumbers and Pipefitters Loc…$54MCentral Ohio Ufcw Unions and Retail Employers Pension PlanCentral Ohio Ufcw Unions and…$54MIron Workers No 28 Pension FundIron Workers No 28 Pension F…$54MInsulators Local No. 27 Pension PlanInsulators Local No. 27 Pens…$54M
End-of-year total assets ($M) among Univest Financial Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN231886144
Plan Effective Date1944-12-28
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 Defined Benefit (Pension) Plans in Pennsylvania

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

Univest Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Univest Financial Corporation Retirement Plan, Total assets ($B): 0.054348178 · Participants: 148Univest Financial Corporation Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Univest Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Univest Financial Corporation Retirement Plan side-by-side with 3 peers →

Univest Financial Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Plumbers and Pipefitters Local Union 553 Pension Plan in IL ($54M); by covered participants it is United Construction Workers Pension Fund in MN (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Retirement Plan assets move in 2023? ▼
Univest Financial Corporation Retirement Plan grew at a solid clip - up 10.0% during 2023, from $49M to $54M. Reported net income was $5M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Univest Financial Corporation Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Univest Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers and Pipefitters Local Union 553 Pension Plan in IL ($54M, 245 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Univest Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is United Construction Workers Pension Fund in MN (148 participants, $45M 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.