Other · DOL Form 5500 · 2023
DEVEREUX Retirement Plan
Data updated 2026-08-11
- $566M
- Total assets
- 12,312
- Participants
- 98th
- Percentile by assets
- $45,975
- Avg per participant
Official DOL plan name: Devereux Defined Contribution Retirement Plan · Sponsored by DEVEREUX · Pennsylvania · Healthcare & Social Assistance
$566M in assets, 12,312 participants
DEVEREUX's Devereux Defined Contribution Retirement Plan reported $566M in total assets and 12,312 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,298 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Devereux Defined Contribution Retirement Plan covers 12,312 participants in Pennsylvania, 15x the typical Pennsylvania plan (state average ~822 per filing). Assets: $566M.
- $566M
- total plan assets (2023 EOY)
- 12,312
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $45,975
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Devereux Defined Contribution Retirement Plan reported net income rose from -$81M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Devereux Defined Contribution Retirement Plan end-of-year assets rose from $512M in the plan year 2022 filing to $566M in the plan year 2023 filing.
- Devereux Defined Contribution Retirement Plan reported participants fell from 12,673 in the plan year 2022 filing to 12,312 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Devereux Defined Contribution Retirement Plan reports 12,312 participants - 15x that state average ($566M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $512M |
|---|---|
| Net Assets (End of Year) | $566M |
| Net Income | $54M |
| Employer EIN | 231390618 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (DEVEREUX)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,673 | $512M |
| 2023 | 1 | 12,312 | $566M |
| 2024 | 1 | 5,720 | $595M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Devereux Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for Devereux Defined Contribution Retirement Plan
Devereux Defined Contribution Retirement Plan reports $566M in end-of-year assets across 12,312 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $45,975 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $54M.
This plan identity (EIN 231390618, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $512M to $595M (+16.4%) while covered participants moved from 12,673 to 5,720 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,673 | $512M | Open filing |
| 2023 | 12,312 | $566M | This page |
| 2024 · index core | 5,720 | $595M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Devereux Defined Contribution Retirement Plan (Other, $595M, 5,720 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Devereux Defined Contribution Retirement Plan by total assets, not by location.
- Institute for Defense Analyses Qualified Retirement Plan (VA) $567M · 1,191
- The Catholic University of America Retirement Plan (DC) $561M · 1,716
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) $561M · 7,520
- Inspira Health Network 403(b) Savings Plan (NJ) $560M · 7,456
Frequently Asked Questions
How did Devereux Defined Contribution Retirement Plan assets move in 2023? ▼
How have DEVEREUX plan assets changed over time? ▼
Where does Devereux Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Devereux Defined Contribution Retirement Plan? ▼
Next read for Devereux Defined Contribution Retirement…
Filing takeaways
Ways to act on Devereux Defined Contribution Retirement Plan's numbers.
- By total assets, Devereux Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- DEVEREUX's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans