Defined Benefit (Pension) · DOL Form 5500 · 2023

The Phillies Pension Plan

Data updated 2026-08-11

$138M
Total assets
497
Participants
93rd
Percentile by assets
$277,081
Avg per participant
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Official DOL plan name: Major League Baseball Pension Plan for Non-Uniformed Personnel · Sponsored by The Phillies · Pennsylvania · Arts, Entertainment & Recreation

$138M in assets, 497 participants

The Phillies's Major League Baseball Pension Plan for Non-Uniformed Personnel reported $138M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #2,859 in Arts, Entertainment & Recreation (2,945 peers)

Where Major League Baseball Pension Plan for Non-Uniformed Personnel sits by assets

Major League Baseball Pension Plan for Non-Uniformed Personnel sits in the top 10% of all filed plans by assets, $138M for 497 participants (~$277,081/participant), up 9.8% in 2023.

$138M
total plan assets (2023 EOY)
497
covered participants
93rd
percentile by assets (of 127,072 plans)
$277,081
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Major League Baseball Pension Plan for Non-Uniformed Personnel reported net income rose from -$30M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Major League Baseball Pension Plan for Non-Uniformed Personnel reported participants rose from 427 in the plan year 2022 filing to 497 in the plan year 2023 filing.
  • Major League Baseball Pension Plan for Non-Uniformed Personnel end-of-year assets rose from $125M in the plan year 2022 filing to $138M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Major League Baseball Pension Plan for Non-Uniformed Personnel vs the 2023 asset distribution

By assets, Major League Baseball Pension Plan for Non-Uniformed Personnel outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$138M
Net Income$12M
Employer EIN232186951
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phillies)

$180M$200M$220M$240M 202220232024 $185M $230M ▲ +23.8%
Total plan assets by year, all The Phillies plans on file
Year Plans Participants Total Assets
2022 2 750 $185M
2023 2 854 $210M
2024 2 910 $230M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Major League Basebal…National Elevator In…Steelworkers Pension…The PNC Financial Se…Constellation Retire…The Bank of New York…
Major League Baseball Pension Plan for Non-Uniformed Personnel vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Major League Baseball Pension Plan for Non-Uniformed Personnel by total assets, not by location.

Frequently Asked Questions

How did Major League Baseball Pension Plan for Non-Uniformed Personnel assets move in 2023?
Major League Baseball Pension Plan for Non-Uniformed Personnel grew at a solid clip - up 9.8% during 2023, from $125M to $138M. Reported net income was $12M.
How have The Phillies plan assets changed over time?
Across 3 plan years on file (2022-2024), The Phillies's sponsor-wide assets grew 23.8%, from $185M to $230M.
Where does Major League Baseball Pension Plan for Non-Uniformed Personnel rank by assets among Form 5500 filers?
Major League Baseball Pension Plan for Non-Uniformed Personnel ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Major League Baseball Pension Plan for Non-Uniformed Personnel?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Highland Hospital of Rochester, Ny in NY ($138M, 437 participants).

Next read for Major League Baseball Pension Plan for N…

Scale reading

Ways to act on Major League Baseball Pension Plan for Non-Uniformed Personnel's numbers.