Defined Benefit (Pension) · DOL Form 5500 · 2023
The Phillies Pension Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 497
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $277,081
- Avg per participant High balance/head
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.
- #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.
- #2,859
- in Arts, Entertainment & Recreation (2,945 peers)
- +9.8%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Major League Baseball Pension Plan for Non-Uniformed Personnel's outsized position by total assets
Major League Baseball Pension Plan for Non-Uniformed Personnel vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$137,709,367 Top 7% higher than 93% 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
Major League Baseball Pension Plan for Non-Uniformed Personnel 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. Major League Baseball Pension Plan for Non-Uniformed Personnel sits mid-pack in the medium band (497 participants).
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.
Plan-year Form 5500 strip
Filing strip 232186951 · The Phillies PY 2023 · Defined Benefit (Pension)
Major League Baseball Pension Plan for Non-Uniformed Personnel · $138M · 497 · 93rd
- PART $138M
- TYPE 497
- NET 93rd
- BOOK Defined Benefit (Pension)
- VS-ST near Retirement Plan for Employees of Highland Hospital of Rochester, Ny
- BOY ind #2859
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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →
Major League Baseball Pension Plan for Non-Uniformed Personnel in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $12M |
| Employer EIN | 232186951 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Phillies)
Sponsor-wide plan assets over time
All The Phillies plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 23.769145890870913% vs 2022
- 2024 filing year
| 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.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Major League Baseball Pension Plan for Non-Uniformed Personnel's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Highland Hospital of Rochester, Ny in NY ($138M); by covered participants it is Desert Financial Credit Union Retirement Plan in AZ (497 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Retirement Plan for Employees of Highland Hospital of Rochester, Ny (NY) $138M · 437
- International Transmission Company Retirement Plan (MI) $138M · 728
- Southwire Company Hourly Pension Plan (GA) $138M · 4,370
- Hubbell Pension Plan F/K/a Hubbell Inc. for Collectively Bargained Hourly Employees (CT) $138M · 694
Similar participant headcount
Nearest other-state filings by covered participants (497 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.