Other · DOL Form 5500 · 2023
Trustees of the University of PA Retirement Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 25,712
- Participants
- 99th
- Percentile by assets
- $77,470
- Avg per participant
Official DOL plan name: Supplemental Retirement Annuity Plan of the University of Pennsylvania · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$2.0B in assets, 25,712 participants
Trustees of the University of PA's Supplemental Retirement Annuity Plan of the University of Pennsylvania reported $2.0B in total assets and 25,712 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #3,696 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Supplemental Retirement Annuity Plan of the University of Pennsylvania covers 25,712 participants in Pennsylvania, 31x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2023 EOY)
- 25,712
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $77,470
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Supplemental Retirement Annuity Plan of the University of Pennsylvania reported net income rose from -$217M in the plan year 2022 filing to $300M in the plan year 2023 filing.
- Supplemental Retirement Annuity Plan of the University of Pennsylvania reported participants rose from 21,353 in the plan year 2022 filing to 25,712 in the plan year 2023 filing.
- Supplemental Retirement Annuity Plan of the University of Pennsylvania end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Supplemental Retirement Annuity Plan of the University of Pennsylvania reports 25,712 participants - 31x that state average ($2.0B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $300M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1974-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of PA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Supplemental Retirement Annuity Plan of the University of Pennsylvania 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 Supplemental Retirement Annuity Plan of the University of Pennsylvania
Supplemental Retirement Annuity Plan of the University of Pennsylvania reports $2.0B in end-of-year assets across 25,712 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $77,470 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $300M.
This plan identity (EIN 231352685, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.3B (+33.6%) while covered participants moved from 21,353 to 26,892 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,353 | $1.7B | Open filing |
| 2023 | 25,712 | $2.0B | This page |
| 2024 · index core | 26,892 | $2.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Pennsylvania Matching Plan (Other, $7.0B, 22,110 participants)
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (Other, $3.6B, 43,405 participants)
- University of Pennsylvania Health Sysytem Pension Plan (Defined Benefit (Pension), $2.8B, 7,714 participants)
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (Other, $2.3B, 26,892 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Supplemental Retirement Annuity Plan of the University of Pennsylvania by total assets, not by location.
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $2.0B · 5,272
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $2.0B · 22,121
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (IL) $2.0B · 13,705
- Faculty and Key Administrative Employee's Retirement Plan a (OH) $2.0B · 1,840
Frequently Asked Questions
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Filing takeaways
Ways to act on Supplemental Retirement Annuity Plan of the University of Pennsylvania's numbers.
- By total assets, Supplemental Retirement Annuity Plan of the University of Pennsylvania ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Trustees of the University of PA's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Educational Services plans