Other · DOL Form 5500 · 2023

Philadelphia University Retirement Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
528
Participants Below avg headcount
93rd
Percentile by assets National rank
$238,666
Avg per participant Above avg balance/head
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Official DOL plan name: Philadelphia University Defined Contribution · Sponsored by Philadelphia University · Pennsylvania · Educational Services

$126M in assets, 528 participants

Philadelphia University's Philadelphia University Defined Contribution reported $126M in total assets and 528 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.

  • #3,267 in Educational Services (3,735 peers)

Where Philadelphia University Defined Contribution sits by assets

Philadelphia University Defined Contribution sits in the top 10% of all filed plans by assets, $126M for 528 participants (~$238,666/participant), up 11.9% in 2023.

#3,267
in Educational Services (3,735 peers)
+11.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Philadelphia University Defined Contribution's outsized position by total assets

Philadelphia University Defined Contribution vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$126,015,789 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Philadelphia University Defined Contribution 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. Philadelphia University Defined Contribution sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philadelphia University Defined Contribution reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Philadelphia University Defined Contribution reported participants rose from 411 in the plan year 2022 filing to 528 in the plan year 2023 filing.
  • Philadelphia University Defined Contribution end-of-year assets rose from $113M in the plan year 2022 filing to $126M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231352294 · Philadelphia University PY 2023 · Other

Philadelphia University Defined Contribution · $126M · 528 · 93rd

  • SCH $126M
  • SCH 528
  • SCH 93rd
  • SCH Other
  • SCH near Augusta Health Care 403b Plan
  • SCH ind #3267

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 →

Philadelphia University Defined Contribution in the asset neighbourhood

Augusta Health Care 403b Plan$126MPhiladelphia University Defined ContributionPhiladelphia University Defi…$126MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$126MSchulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$126MUniversities Space Research Association 403(b) Retirement PlanUniversities Space Research …$126M
End-of-year total assets ($M) among Philadelphia University Defined Contribution and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$126M
Net Income$13M
Employer EIN231352294
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Philadelphia University)

Sponsor-wide plan assets over time

All Philadelphia University plans reported in each filing year

Latest sponsor-wide plan assets
$138M 22.165149673982633% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $113M $138M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 411 $113M
2023 1 528 $126M
2024 1 527 $138M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Philadelphia University Defined Contribution vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Philadelphia University Defined Contribution, Total assets ($B): 0.126015789 · Participants: 528Philadelphia University Defined ContributionThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Philadelphia University Defined Contribution vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Philadelphia University Defined Contribution side-by-side with 3 peers →

Philadelphia University Defined Contribution's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Augusta Health Care 403b Plan in VA ($126M); by covered participants it is Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in CA (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (528 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.

Frequently Asked Questions

How did Philadelphia University Defined Contribution assets move in 2023? ▼
Philadelphia University Defined Contribution grew at a solid clip - up 11.9% during 2023, from $113M to $126M. Reported net income was $13M.
How have Philadelphia University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philadelphia University's sponsor-wide assets grew 22.2%, from $113M to $138M.
Where does Philadelphia University Defined Contribution rank by assets among Form 5500 filers? ▼
Philadelphia University Defined Contribution 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 Other plans are similar in size to Philadelphia University Defined Contribution? ▼
Among Other plans in other states, the closest by assets is Augusta Health Care 403b Plan in VA ($126M, 2,542 participants).
Which Other plans cover a similar participant headcount to Philadelphia University Defined Contribution? ▼
Among Other plans in other states, the closest by covered participants is Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in CA (528 participants, $196M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352294.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.