Other · DOL Form 5500 · 2023
Trustees of the University of PA Retirement Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 25,712
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $77,470
- Avg per participant Below avg balance/head
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.
- #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.
- #3,696
- in Educational Services (3,735 peers)
- +17.7%
- assets growth YoY
- 20×
- vs typical plan assets (national mean)
Supplemental Retirement Annuity Plan of the University of Pennsylvania's outsized position by total assets
Supplemental Retirement Annuity Plan of the University of Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,991,911,169 Top 1% higher than 99% 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
Supplemental Retirement Annuity Plan of the University of Pennsylvania'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. Supplemental Retirement Annuity Plan of the University of Pennsylvania is a mega filing (25,712 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 231352685 · Trustees of the University of PA PY 2023 · Other
Supplemental Retirement Annuity Plan of the University of Pennsylvania · $2.0B · 25,712 · 99th
- ASSETS $2.0B
- PCT 25,712
- EIN 99th
- RANK Other
- PHOTO near Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees
- IND ind #3696
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 Educational Services retirement plans → · Plans in Pennsylvania →
Supplemental Retirement Annuity Plan of the University of Pennsylvania in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of the University of PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $19.0B 27.12721195306361% vs 2022
- 2024 filing year
| 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.
- 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)
Supplemental Retirement Annuity Plan of the University of Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees in NY ($2.0B); by covered participants it is Sentara 403(b) Savings Plan in VA (25,806 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (25,712 participants); asset peers above are excluded.
- Sentara 403(b) Savings Plan (VA) 25,806 · 94 off
- Washington University Retirement Savings Plan (MO) 25,521 · 191 off
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) 25,400 · 312 off
- Johns Hopkins University 403(b) Plan (MD) 25,369 · 343 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.