Other · DOL Form 5500 · 2024
The Devereux Foundation Retirement Plan
Data updated 2026-08-11
- $595M
- Total assets
- 5,720
- Participants
- 98th
- Percentile by assets
- $104,085
- Avg per participant
Official DOL plan name: Devereux Defined Contribution Retirement Plan · Sponsored by The Devereux Foundation · Pennsylvania · Healthcare & Social Assistance
$595M in assets, 5,720 participants
The Devereux Foundation's Devereux Defined Contribution Retirement Plan reported $595M in total assets and 5,720 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,508 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Devereux Defined Contribution Retirement Plan covers 5,720 participants in Pennsylvania, 7.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $595M.
- $595M
- total plan assets (2024 EOY)
- 5,720
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $104,085
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Devereux Defined Contribution Retirement Plan reported participants fell from 12,312 in the plan year 2023 filing to 5,720 in the plan year 2024 filing.
- Devereux Defined Contribution Retirement Plan reported net income fell from $54M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Devereux Defined Contribution Retirement Plan end-of-year assets rose from $566M in the plan year 2023 filing to $595M in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Devereux Defined Contribution Retirement Plan reports 5,720 participants - 7.0x that state average ($595M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $566M |
|---|---|
| Net Assets (End of Year) | $595M |
| Net Income | $29M |
| Employer EIN | 231390618 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Devereux Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,673 | $512M |
| 2023 | 1 | 12,312 | $566M |
| 2024 | 1 | 5,720 | $595M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Devereux Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Scale composition for Devereux Defined Contribution Retirement Plan
Devereux Defined Contribution Retirement Plan reports $595M in end-of-year assets across 5,720 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $104,085 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was $29M.
This plan identity (EIN 231390618, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $512M to $595M (+16.4%) while covered participants moved from 12,673 to 5,720 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,673 | $512M | Open filing |
| 2023 | 12,312 | $566M | Open filing |
| 2024 · index core | 5,720 | $595M | This page |
Similar-Sized Other Plans Nationally
Other plans in other states closest to Devereux Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Devereux Defined Contribution Retirement Plan assets move in 2024? ▼
How have The Devereux Foundation plan assets changed over time? ▼
Where does Devereux Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Devereux Defined Contribution Retirement Plan? ▼
Next read for Devereux Defined Contribution Retirement…
Filing takeaways
Ways to act on Devereux Defined Contribution Retirement Plan's numbers.
- By total assets, Devereux Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The Devereux Foundation's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans