Defined Benefit (Pension) · DOL Form 5500 · 2023
Pennsylvania State Education Assoc Pension Plan
Data updated 2026-08-25
- $294M
- Total assets Near avg plan size
- 252
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Pennsylvania State Education Association Pension Plan · Sponsored by Pennsylvania State Education Assoc · Pennsylvania · Other Services
$294M in assets, 252 participants
Pennsylvania State Education Assoc's Pennsylvania State Education Association Pension Plan reported $294M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #7,781 in Other Services (7,857 peers)
Coverage in Pennsylvania
Pennsylvania State Education Association Pension Plan covers 252 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $294M.
- #7,781
- in Other Services (7,857 peers)
- +1.8%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Pennsylvania State Education Association Pension Plan's outsized position by total assets
Pennsylvania State Education Association Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$293,856,924 Top 4% higher than 96% 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
Pennsylvania State Education Association Pension Plan 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. Pennsylvania State Education Association Pension Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pennsylvania State Education Association Pension Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pennsylvania State Education Association Pension Plan end-of-year assets rose from $289M in the plan year 2022 filing to $294M in the plan year 2023 filing.
DOL schedule card
Filing strip 230961125 · Pennsylvania State Education Assoc PY 2023 · Defined Benefit (Pension)
Pennsylvania State Education Association Pension Plan · $294M · 252 · 96th
- ASSETS $294M
- ASSETS 252
- ASSETS 96th
- ASSETS Defined Benefit (Pension)
- ASSETS near First National Bank of Omaha Pension Plan
- ASSETS ind #7781
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 Other Services retirement plans → · Plans in Pennsylvania →
Pennsylvania State Education Association Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $294M |
| Net Income | $5M |
| Employer EIN | 230961125 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania State Education Assoc)
Sponsor-wide plan assets over time
All Pennsylvania State Education Assoc plans reported in each filing year
- Latest sponsor-wide plan assets
- $385M 10.252576307176302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 510 | $349M |
| 2023 | 2 | 509 | $366M |
| 2024 | 2 | 522 | $385M |
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
Pennsylvania State Education Association Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is First National Bank of Omaha Pension Plan in NE ($294M); by covered participants it is Infineum Pension Plan in NJ (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294M here).
- First National Bank of Omaha Pension Plan (NE) $294M · 852
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust (IA) $293M · 1,164
- The Retirement Plan of Central Georgia Health Systems, Inc. (GA) $293M · 1,140
- Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company (OR) $295M · 346
Similar participant headcount
Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.
- Infineum Pension Plan (NJ) 252 · 0 off
- United Steelworkers Spire Alabama Pension Plan (AL) 252 · 0 off
- Thermotron Employees Retirement Plan (WI) 252 · 0 off
- Yellow Corporation Pension Plan (KS) 252 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.