Other · DOL Form 5500 · 2023
ELWYN Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 1,951
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $29,941
- Avg per participant Low balance/head
Official DOL plan name: Elwyn Defined Contribution 403(b) Plan · Sponsored by ELWYN · Pennsylvania · Healthcare & Social Assistance
$58M in assets, 1,951 participants
ELWYN's Elwyn Defined Contribution 403(b) Plan reported $58M in total assets and 1,951 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,749 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Elwyn Defined Contribution 403(b) Plan covers 1,951 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $58M.
- #15,749
- in Healthcare & Social Assistance (17,684 peers)
- +31.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Elwyn Defined Contribution 403(b) Plan's outsized position by total assets
Elwyn Defined Contribution 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,415,351 Top 13% higher than 87% 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
Elwyn Defined Contribution 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elwyn Defined Contribution 403(b) Plan lands in the large band (1,951 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elwyn Defined Contribution 403(b) Plan reported net income rose from -$128K in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Elwyn Defined Contribution 403(b) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Elwyn Defined Contribution 403(b) Plan reported participants fell from 2,019 in the plan year 2022 filing to 1,951 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352117 · ELWYN PY 2023 · Other
Elwyn Defined Contribution 403(b) Plan · $58M · 1,951 · 87th
- PCT $58M
- EIN 1,951
- RANK 87th
- PHOTO Other
- IND near The Children's Aid Society Voluntary Retirement Plan
- EOY ind #15749
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 Defined Contribution 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $14M |
| Employer EIN | 231352117 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,997 | $91M |
| 2023 | 2 | 2,780 | $103M |
| 2024 | 2 | 3,148 | $117M |
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
Elwyn Defined Contribution 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Children's Aid Society Voluntary Retirement Plan in NY ($58M); by covered participants it is Boulder Community Health 403(b) Plan in CO (1,952 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- The Children's Aid Society Voluntary Retirement Plan (NY) $58M · 2,940
- Asbury University DC Retirement Plan (KY) $59M · 253
- Spie Retirement Plan (WA) $58M · 189
- The Rivers School Defined Contribution Retirement Plan (MA) $59M · 184
Similar participant headcount
Nearest other-state filings by covered participants (1,951 participants); asset peers above are excluded.
- Boulder Community Health 403(b) Plan (CO) 1,952 · 1 off
- 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. (CA) 1,946 · 5 off
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan (NC) 1,966 · 15 off
- The Northwest Hospital Center, Inc. 403b Matching Retirement Plan (MD) 1,935 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.