Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of the University of PA Pension Plan
Data updated 2026-08-25
- $195M
- Total assets Near avg plan size
- 959
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $203,514
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Allowance Plan of the University of Pennsylvania · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$195M in assets, 959 participants
Trustees of the University of PA's Retirement Allowance Plan of the University of Pennsylvania reported $195M in total assets and 959 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,406 in Educational Services (3,735 peers)
Where Retirement Allowance Plan of the University of Pennsylvania sits by assets
Retirement Allowance Plan of the University of Pennsylvania sits in the top 5% of all filed plans by assets, $195M for 959 participants (~$203,514/participant), down 6.1% in 2023.
- #3,406
- in Educational Services (3,735 peers)
- -6.1%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Allowance Plan of the University of Pennsylvania's outsized position by total assets
Retirement Allowance Plan of the University of Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$195,170,272 Top 5% higher than 95% 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
Retirement Allowance Plan of the University of Pennsylvania 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. Retirement Allowance Plan of the University of Pennsylvania sits mid-pack in the medium band (959 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Allowance Plan of the University of Pennsylvania reported net income rose from -$16M in the plan year 2022 filing to -$13M in the plan year 2023 filing.
- Retirement Allowance Plan of the University of Pennsylvania reported participants fell from 1,062 in the plan year 2022 filing to 959 in the plan year 2023 filing.
- Retirement Allowance Plan of the University of Pennsylvania end-of-year assets fell from $208M in the plan year 2022 filing to $195M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352685 · Trustees of the University of PA PY 2023 · Defined Benefit (Pension)
Retirement Allowance Plan of the University of Pennsylvania · $195M · 959 · 95th
- RANK $195M
- PHOTO 959
- IND 95th
- EOY Defined Benefit (Pension)
- 5500 near Sylvamo Pension Plan
- ASSETS ind #3406
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 →
Retirement Allowance Plan of the University of Pennsylvania in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | -$13M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of PA)
Sponsor-wide plan assets over time
All Trustees of the University of PA 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
Retirement Allowance Plan of the University of Pennsylvania's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Sylvamo Pension Plan in TN ($195M); by covered participants it is Plumbers and Pipefitters Local 520 Pension Plan in MI (959 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($195M here).
- Sylvamo Pension Plan (TN) $195M · 833
- Retirement Plan of Marathon Oil Company (TX) $195M · 1,170
- Talen Montana Retirement Plan (TX) $195M · 125
- Donnelley Financial Pension Plan (IL) $195M · 647
Similar participant headcount
Nearest other-state filings by covered participants (959 participants); asset peers above are excluded.
- Plumbers and Pipefitters Local 520 Pension Plan (MI) 959 · 0 off
- Hanesbrands Inc. Legacy Pension Plan (NC) 960 · 1 off
- Syngenta Corporation Pension Plan (DE) 957 · 2 off
- Quanex Building Products Salaried and Nonunion Employee Pension Plan (TX) 957 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.