Other · DOL Form 5500 · 2024
The Devereux Foundation Retirement Plan
Data updated 2026-08-25
- $595M
- Total assets Above avg plan size
- 5,720
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $104,085
- Avg per participant Below avg balance/head
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.
- #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.
- #16,508
- in Healthcare & Social Assistance (16,916 peers)
- +5.2%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Devereux Defined Contribution Retirement Plan's outsized position by total assets
Devereux Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$595,369,058 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Devereux Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Devereux Defined Contribution Retirement Plan lands in the large band (5,720 participants).
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.
DOL schedule card
Filing strip 231390618 · The Devereux Foundation PY 2024 · Other
Devereux Defined Contribution Retirement Plan · $595M · 5,720 · 98th
- PHOTO $595M
- IND 5,720
- EOY 98th
- 5500 Other
- ASSETS near Billings Clinic 403b Plan
- PCT ind #16508
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 →
Devereux Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Devereux Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $595M 16.37531112662324% vs 2022
- 2024 filing year
| 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.
- 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 |
Devereux Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Billings Clinic 403b Plan in MT ($595M); by covered participants it is Childrens Hospitals and Clinics Matched Savings Plan in MN (5,750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($595M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,720 participants); asset peers above are excluded.
- Childrens Hospitals and Clinics Matched Savings Plan (MN) 5,750 · 30 off
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,652 · 68 off
- Asante 403b Plan (OR) 5,850 · 130 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,578 · 142 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.