401(k) · DOL Form 5500 · 2024

Univest Financial Corporation 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
965
Participants Near avg headcount
92nd
Percentile by assets National rank
$125,722
Avg per participant Near avg balance/head
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Official DOL plan name: Univest Financial Corporation Deferred Salary Savings Plan · Sponsored by Univest Financial Corporation · Pennsylvania · Finance & Insurance

$121M in assets, 965 participants

Univest Financial Corporation's Univest Financial Corporation Deferred Salary Savings Plan reported $121M in total assets and 965 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,448 in Finance & Insurance (8,549 peers)

Where Univest Financial Corporation Deferred Salary Savings Plan sits by assets

Univest Financial Corporation Deferred Salary Savings Plan sits in the top 10% of all filed plans by assets, $121M for 965 participants (~$125,722/participant), up 10.8% in 2024.

#7,448
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Univest Financial Corporation Deferred Salary Savings Plan's outsized position by total assets

Univest Financial Corporation Deferred Salary Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$121,321,696 Top 8% higher than 92% of 123,620 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 2024

Univest Financial Corporation Deferred Salary Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Univest Financial Corporation Deferred Salary Savings Plan sits mid-pack in the medium band (965 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Univest Financial Corporation Deferred Salary Savings Plan reported net income fell from $18M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Univest Financial Corporation Deferred Salary Savings Plan end-of-year assets rose from $109M in the plan year 2023 filing to $121M in the plan year 2024 filing.
  • Univest Financial Corporation Deferred Salary Savings Plan reported participants rose from 949 in the plan year 2023 filing to 965 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231886144 · Univest Financial Corporation PY 2024 · 401(k)

Univest Financial Corporation Deferred Salary Savings Plan · $121M · 965 · 92nd

  • IND $121M
  • IND 965
  • IND 92nd
  • IND 401(k)
  • IND near Leon Management International, LLC 401(k) Plan
  • IND ind #7448

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Univest Financial Corporation Deferred Salary Savings Plan in the asset neighbourhood

Bravera Holdings Corp. 401(k) PlanBravera Holdings Corp. 401(k…$121MEisenhower Medical Associates 401(k) Profit Sharing PlanEisenhower Medical Associate…$121MMiltenyi Biotec North America, Inc. 401(k) Profit Sharing PlanMiltenyi Biotec North Americ…$121MUnivest Financial Corporation Deferred Salary Savings PlanUnivest Financial Corporatio…$121MLeon Management International, LLC 401(k) PlanLeon Management Internationa…$121M
End-of-year total assets ($M) among Univest Financial Corporation Deferred Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$121M
Net Income$12M
Employer EIN231886144
Plan Effective Date1982-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Univest Financial Corporation)

Sponsor-wide plan assets over time

All Univest Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$178M 26.737762471052246% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $178M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 1,067 $141M
2023 2 1,097 $164M
2024 2 1,096 $178M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Univest Financial Corporation Deferred Salary Savings Plan, Total assets ($B): 0.121321696 · Participants: 965Univest Financial Corporation Deferred Salary Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Univest Financial Corporation Deferred Salary Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Univest Financial Corporation Deferred Salary Savings Plan side-by-side with 3 peers →

Univest Financial Corporation Deferred Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Leon Management International, LLC 401(k) Plan in FL ($121M); by covered participants it is The Consolidated Pipe & Supply Company, Inc. Employees' Profit Sharing 401(k) Plan and Trust in AL (965 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (965 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Univest Financial Corporation Deferred Salary Savings Plan assets move in 2024? ▼
Univest Financial Corporation Deferred Salary Savings Plan grew at a solid clip - up 10.8% during 2024, from $109M to $121M. Reported net income was $12M.
How have Univest Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Univest Financial Corporation's sponsor-wide assets grew 26.7%, from $141M to $178M.
Where does Univest Financial Corporation Deferred Salary Savings Plan rank by assets among Form 5500 filers? ▼
Univest Financial Corporation Deferred Salary Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Univest Financial Corporation Deferred Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leon Management International, LLC 401(k) Plan in FL ($121M, 2,827 participants).
Which 401(k) plans cover a similar participant headcount to Univest Financial Corporation Deferred Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Consolidated Pipe & Supply Company, Inc. Employees' Profit Sharing 401(k) Plan and Trust in AL (965 participants, $91M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231886144.

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.