Defined Benefit (Pension) · DOL Form 5500 · 2023
Temple University Health System Inc Pension Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 400
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $215,524
- Avg per participant Above avg balance/head
Official DOL plan name: Temple University Health System, Inc. Consolidated Pension Plan · Sponsored by Temple University Health System Inc · Pennsylvania · Healthcare & Social Assistance
$86M in assets, 400 participants
Temple University Health System Inc's Temple University Health System, Inc. Consolidated Pension Plan reported $86M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,183 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Temple University Health System, Inc. Consolidated Pension Plan covers 400 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $86M.
- #16,183
- in Healthcare & Social Assistance (17,684 peers)
- -9.3%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Temple University Health System, Inc. Consolidated Pension Plan's outsized position by total assets
Temple University Health System, Inc. Consolidated Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$86,209,741 Top 10% higher than 90% 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
Temple University Health System, Inc. Consolidated 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. Temple University Health System, Inc. Consolidated Pension Plan sits mid-pack in the medium band (400 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Temple University Health System, Inc. Consolidated Pension Plan reported net income rose from -$10M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Temple University Health System, Inc. Consolidated Pension Plan reported participants fell from 445 in the plan year 2022 filing to 400 in the plan year 2023 filing.
- Temple University Health System, Inc. Consolidated Pension Plan end-of-year assets fell from $95M in the plan year 2022 filing to $86M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232825881 · Temple University Health System Inc PY 2023 · Defined Benefit (Pension)
Temple University Health System, Inc. Consolidated Pension Plan · $86M · 400 · 90th
- PHOTO $86M
- PHOTO 400
- PHOTO 90th
- PHOTO Defined Benefit (Pension)
- PHOTO near Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust
- PHOTO ind #16183
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Temple University Health System, Inc. Consolidated Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$9M |
| Employer EIN | 232825881 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Temple University Health System Inc)
Sponsor-wide plan assets over time
All Temple University Health System Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 27.591688862277664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 20,122 | $1.7B |
| 2023 | 3 | 22,575 | $2.0B |
| 2024 | 3 | 22,967 | $2.2B |
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
Temple University Health System, Inc. Consolidated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in ID ($86M); by covered participants it is Graco Employee Retirement Plan - Blue in MN (400 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (400 participants); asset peers above are excluded.
- Graco Employee Retirement Plan - Blue (MN) 400 · 0 off
- Englewood Hospital and Medical Center Retirement Plan (NJ) 400 · 0 off
- Seafarers Officers and Employees Pension Plan (MD) 400 · 0 off
- Energizer Holdings, Inc. Retirement Plan (MO) 400 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.