Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of the University of Pennsylvania Pension Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 103
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $295,293
- Avg per participant High balance/head
Official DOL plan name: The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan · Sponsored by Trustees of the University of Pennsylvania · Pennsylvania · Educational Services
$30M in assets, 103 participants
Trustees of the University of Pennsylvania's The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan reported $30M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,415 in Educational Services (3,735 peers)
Coverage in Pennsylvania
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan covers 103 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.
- #2,415
- in Educational Services (3,735 peers)
- +0.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan's outsized position by total assets
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,415,192 Top 21% higher than 79% 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
The University of Pennsylvania Penn Police Association Defined Benefit Retirement 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. The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $185K in the plan year 2023 filing.
- The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan reported participants fell from 112 in the plan year 2022 filing to 103 in the plan year 2023 filing.
- The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352685 · Trustees of the University of Pennsylvania PY 2023 · Defined Benefit (Pension)
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan · $30M · 103 · 79th
- PART $30M
- TYPE 103
- NET 79th
- BOOK Defined Benefit (Pension)
- VS-ST near Allied Workers Local 48 Pension Plan
- BOY ind #2415
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 →
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $185K |
| Employer EIN | 231352685 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of Pennsylvania)
Sponsor-wide plan assets over time
All Trustees of the University of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $19.0B 27.12721195306361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
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
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Allied Workers Local 48 Pension Plan in TN ($30M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Allied Workers Local 48 Pension Plan (TN) $30M · 303
- Nnss Staff Pension Plan (NV) $30M · 14
- Tension Envelope Corporation Restated Retirement Plan (MO) $30M · 84
- Iron Workers Local 498 Defined Benefit Plan (IL) $30M · 151
Similar participant headcount
Nearest other-state filings by covered participants (103 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.