Defined Benefit (Pension) · DOL Form 5500 · 2023

ELWYN Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
829
Participants Near avg headcount
84th
Percentile by assets National rank
$53,732
Avg per participant Low balance/head
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Official DOL plan name: Elwyn, Inc. Retirement Plan · Sponsored by ELWYN · Pennsylvania · Healthcare & Social Assistance

$45M in assets, 829 participants

ELWYN's Elwyn, Inc. Retirement Plan reported $45M in total assets and 829 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,321 in Healthcare & Social Assistance (17,684 peers)

Where Elwyn, Inc. Retirement Plan sits by assets

Elwyn, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 829 participants (~$53,732/participant), down 5.5% in 2023.

#15,321
in Healthcare & Social Assistance (17,684 peers)
-5.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elwyn, Inc. Retirement Plan's outsized position by total assets

Elwyn, Inc. Retirement Plan vs every filed plan by assets

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

$44,543,900 Top 16% higher than 84% 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

Elwyn, Inc. 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. Elwyn, Inc. Retirement Plan sits mid-pack in the medium band (829 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elwyn, Inc. Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Elwyn, Inc. Retirement Plan reported participants fell from 978 in the plan year 2022 filing to 829 in the plan year 2023 filing.
  • Elwyn, Inc. Retirement Plan end-of-year assets fell from $47M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231352117 · ELWYN PY 2023 · Defined Benefit (Pension)

Elwyn, Inc. Retirement Plan · $45M · 829 · 84th

  • BOY $45M
  • BOY 829
  • BOY 84th
  • BOY Defined Benefit (Pension)
  • BOY near Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees
  • BOY ind #15321

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 →

Elwyn, Inc. Retirement Plan in the asset neighbourhood

First Federal Bank Retirement PlanFirst Federal Bank Retiremen…$45MPlumbing and Pipefitting Industry Local 219 Pension PlanPlumbing and Pipefitting Ind…$45MElwyn, Inc. Retirement Plan$45MEnstar Natural Gas Company Retirement Plan for Operating and Clerical Unit EmployeesEnstar Natural Gas Company R…$45MThe Retirement Plan of Dime BankThe Retirement Plan of Dime …$44M
End-of-year total assets ($M) among Elwyn, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$45M
Net Income-$3M
Employer EIN231352117
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ELWYN)

Sponsor-wide plan assets over time

All ELWYN plans reported in each filing year

Latest sponsor-wide plan assets
$117M 27.651356854587743% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.4M $117M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 2,997 $91M
2023 2 2,780 $103M
2024 2 3,148 $117M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Elwyn, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Elwyn, Inc. Retirement Plan, Total assets ($B): 0.0445439 · Participants: 829Elwyn, Inc. 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
Elwyn, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Elwyn, Inc. Retirement Plan side-by-side with 3 peers →

Elwyn, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees in AK ($45M); by covered participants it is Bemis Manufacturing Company Employees Pension Plan in WI (828 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (829 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 Elwyn, Inc. Retirement Plan assets move in 2023? ▼
Elwyn, Inc. Retirement Plan pulled back noticeably - down 5.5% during 2023, from $47M to $45M. Reported net income was -$3M.
How have ELWYN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ELWYN's sponsor-wide assets grew 27.7%, from $91M to $117M.
Where does Elwyn, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Elwyn, Inc. Retirement Plan ranks in the 84th 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 Elwyn, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees in AK ($45M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Elwyn, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bemis Manufacturing Company Employees Pension Plan in WI (828 participants, $84M 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 231352117.

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.