Other · DOL Form 5500 · 2023
DEVEREUX Retirement Plan
Data updated 2026-08-25
- $566M
- Total assets Above avg plan size
- 12,312
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $45,975
- Avg per participant Low balance/head
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.
- #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.
- #17,298
- in Healthcare & Social Assistance (17,684 peers)
- +10.6%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Devereux Defined Contribution Retirement Plan's outsized position by total assets
Devereux Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$566,046,995 Top 2% higher than 98% 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
Devereux Defined Contribution Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Devereux Defined Contribution Retirement Plan is a mega filing (12,312 participants), the rightmost band on the breakdown.
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.
Plan-year Form 5500 strip
Filing strip 231390618 · DEVEREUX PY 2023 · Other
Devereux Defined Contribution Retirement Plan · $566M · 12,312 · 98th
- RANK $566M
- PHOTO 12,312
- IND 98th
- EOY Other
- 5500 near Institute for Defense Analyses Qualified Retirement Plan
- ASSETS ind #17298
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Devereux Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All DEVEREUX plans reported in each filing year
- Latest sponsor-wide plan assets
- $595M 16.37531112662324% vs 2022
- 2024 filing year
| 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.
- 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)
Devereux Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Institute for Defense Analyses Qualified Retirement Plan in VA ($567M); by covered participants it is Baptist Health System, Inc. Matched Savings Plan in FL (12,311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($566M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,312 participants); asset peers above are excluded.
- Baptist Health System, Inc. Matched Savings Plan (FL) 12,311 · 1 off
- Northwestern University Voluntary Savings Plan (IL) 12,335 · 23 off
- Yale University Retirement Account Plan (CT) 12,259 · 53 off
- Cox Savings Incentive Plan (MO) 12,220 · 92 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.