401(k) · DOL Form 5500 · 2023

The Pew Charitable Trusts 401(k) Plan

Data updated 2026-08-11

$372M
Total assets: 995
Participants: 97th
Percentile by assets: $373,519
Avg per participant

Official DOL plan name: The Pew Charitable Trusts Savings Plan · Sponsored by The Pew Charitable Trusts · Pennsylvania · Other Services

$372M in assets, 995 participants

The Pew Charitable Trusts's The Pew Charitable Trusts Savings Plan reported $372M in total assets and 995 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#7,793 in Other Services (7,857 peers)

Where The Pew Charitable Trusts Savings Plan sits by assets

The Pew Charitable Trusts Savings Plan sits in the top 5% of all filed plans by assets, $372M for 995 participants (~$373,519/participant), up 17.8% in 2023.

$372M
total plan assets (2023 EOY): 995
covered participants: 97th
percentile by assets (of 127,072 plans): $373,519
avg assets per participant

Where The Pew Charitable Trusts Savings Plan sits by total assets

The Pew Charitable Trusts Savings Plan vs every filed plan by assets

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

$371,651,219 Top 3% higher than 97% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Pew Charitable Trusts Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $56M in the plan year 2023 filing.
The Pew Charitable Trusts Savings Plan end-of-year assets rose from $316M in the plan year 2022 filing to $372M in the plan year 2023 filing.
The Pew Charitable Trusts Savings Plan reported participants fell from 1,018 in the plan year 2022 filing to 995 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Other Services

The Pew Charitable Trusts Savings Plan vs the 2023 asset distribution

By assets, The Pew Charitable Trusts Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$316M
Net Assets (End of Year)	$372M
Net Income	$56M
Employer EIN	231512117
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Pew Charitable Trusts)

Total plan assets by year, all The Pew Charitable Trusts plans on file

Year	Plans	Participants	Total Assets
2022	1	1,018	$316M
2023	1	995	$372M
2024	1	989	$428M

Nearby 401(k) Plans in Pennsylvania

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

The Pew Charitable Trusts Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare The Pew Charitable Trusts Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Pew Charitable Trusts Savings Plan by total assets, not by location.

Otter Tail Corporation Retirement Savings (IL) $372M · 2,480
Advocare, LLC 401(k) Profit Sharing Plan (NJ) $372M · 2,560
Solaris 401(k) Plan (FL) $371M · 2,145
Choice Hotels International, Inc. Retirement Savings and Investment Plan (MD) $372M · 2,643

Frequently Asked Questions

How did The Pew Charitable Trusts Savings Plan assets move in 2023? ▼

The Pew Charitable Trusts Savings Plan grew sharply - up 17.8% during 2023, from $316M to $372M. Reported net income was $56M.

How have The Pew Charitable Trusts plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Pew Charitable Trusts's sponsor-wide assets grew 35.7%, from $316M to $428M.

Where does The Pew Charitable Trusts Savings Plan rank by assets among Form 5500 filers? ▼

The Pew Charitable Trusts Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to The Pew Charitable Trusts Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Otter Tail Corporation Retirement Savings in IL ($372M, 2,480 participants).

Next read for The Pew Charitable Trusts Savings Plan

Scale reading

Ways to act on The Pew Charitable Trusts Savings Plan's numbers.

By total assets, The Pew Charitable Trusts Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
The Pew Charitable Trusts's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Other Services plans

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 231512117.