401(k) · DOL Form 5500 · 2023

The Pew Charitable Trusts 401(k) Plan

Data updated 2026-08-25

$372M
Total assets Above avg plan size
995
Participants Near avg headcount
97th
Percentile by assets National rank
$373,519
Avg per participant High balance/head
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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.

  • #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.

#7,793
in Other Services (7,857 peers)
+17.8%
assets growth YoY
3.7×
vs typical plan assets (national mean)

The Pew Charitable Trusts Savings Plan's outsized position 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

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

The Pew Charitable Trusts 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. The Pew Charitable Trusts Savings Plan sits mid-pack in the medium band (995 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 231512117 · The Pew Charitable Trusts PY 2023 · 401(k)

The Pew Charitable Trusts Savings Plan · $372M · 995 · 97th

  • PCT $372M
  • EIN 995
  • RANK 97th
  • PHOTO 401(k)
  • IND near Otter Tail Corporation Retirement Savings
  • EOY ind #7793

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 Other Services retirement plans → · Plans in Pennsylvania →

The Pew Charitable Trusts Savings Plan in the asset neighbourhood

Choice Hotels International, Inc. Retirement Savings and Investment PlanChoice Hotels International,…$372MThe Pew Charitable Trusts Savings PlanThe Pew Charitable Trusts Sa…$372MOtter Tail Corporation Retirement SavingsOtter Tail Corporation Retir…$372MAdvocare, LLC 401(k) Profit Sharing PlanAdvocare, LLC 401(k) Profit …$372MSolaris 401(k) Plan$371M
End-of-year total assets ($M) among The Pew Charitable Trusts 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)$316M
Net Assets (End of Year)$372M
Net Income$56M
Employer EIN231512117
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pew Charitable Trusts)

Sponsor-wide plan assets over time

All The Pew Charitable Trusts plans reported in each filing year

Latest sponsor-wide plan assets
$428M 35.67265134503367% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $316M $428M ▲ +35.7%
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 Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Pew Charitable Trusts Savings Plan, Total assets ($B): 0.371651219 · Participants: 995The Pew Charitable Trusts 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
The Pew Charitable Trusts Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Pew Charitable Trusts Savings Plan side-by-side with 3 peers →

The Pew Charitable Trusts Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Otter Tail Corporation Retirement Savings in IL ($372M); by covered participants it is Jump Operations, LLC Employee 401(k) Plan in IL (995 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($372M here).

Similar participant headcount

Nearest other-state filings by covered participants (995 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 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).
Which 401(k) plans cover a similar participant headcount to The Pew Charitable Trusts Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jump Operations, LLC Employee 401(k) Plan in IL (995 participants, $323M 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 231512117.

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.