Defined Benefit (Pension) · DOL Form 5500 · 2024

ELWYN Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
736
Participants Near avg headcount
82nd
Percentile by assets National rank
$58,412
Avg per participant Low balance/head
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Official DOL plan name: Elwyn, Inc. Retirement Plan · Sponsored by ELWYN · Pennsylvania · Healthcare & Social Assistance

$43M in assets, 736 participants

ELWYN's Elwyn, Inc. Retirement Plan reported $43M in total assets and 736 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,362 in Healthcare & Social Assistance (16,916 peers)

Where Elwyn, Inc. Retirement Plan sits by assets

Elwyn, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 736 participants (~$58,412/participant), down 3.5% in 2024.

#14,362
in Healthcare & Social Assistance (16,916 peers)
-3.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elwyn, Inc. Retirement Plan's outsized position by total assets

Elwyn, Inc. Retirement Plan vs every filed plan by assets

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

$42,991,233 Top 18% higher than 82% 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

Elwyn, Inc. Retirement 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. Elwyn, Inc. Retirement Plan sits mid-pack in the medium band (736 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elwyn, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Elwyn, Inc. Retirement Plan reported participants fell from 829 in the plan year 2023 filing to 736 in the plan year 2024 filing.
  • Elwyn, Inc. Retirement Plan end-of-year assets fell from $45M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231352117 · ELWYN PY 2024 · Defined Benefit (Pension)

Elwyn, Inc. Retirement Plan · $43M · 736 · 82nd

  • VS-ST $43M
  • BOY 736
  • SCH 82nd
  • EBSA Defined Benefit (Pension)
  • PART near Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan
  • TYPE ind #14362

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 →

Elwyn, Inc. Retirement Plan in the asset neighbourhood

Belden Brick Co. Pension Plan$43MGabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension PlanGabriel, Roeder, Smith & Com…$43MElwyn, Inc. Retirement Plan$43MPension Plan for Hourly Ees of Wieland Rolled Products NA Buffalo, Inc.Pension Plan for Hourly Ees …$43MNnss Igan Pension Plan$43M
End-of-year total assets ($M) among Elwyn, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$43M
Net Income-$2M
Employer EIN231352117
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ELWYN)

Sponsor-wide plan assets over time

All ELWYN plans reported in each filing year

Latest sponsor-wide plan assets
$117M 27.651356854587743% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.4M $117M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 2,997 $91M
2023 2 2,780 $103M
2024 2 3,148 $117M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Elwyn, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Elwyn, Inc. Retirement Plan, Total assets ($B): 0.042991233 · Participants: 736Elwyn, Inc. Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Elwyn, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Elwyn, Inc. Retirement Plan side-by-side with 3 peers →

Elwyn, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan in MI ($43M); by covered participants it is American Axle & Manufacturing, Inc. Pension Plan in MI (736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (736 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 Elwyn, Inc. Retirement Plan assets move in 2024? ▼
Elwyn, Inc. Retirement Plan edged down modestly - down 3.5% during 2024, from $45M to $43M. Reported net income was -$2M.
How have ELWYN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ELWYN's sponsor-wide assets grew 27.7%, from $91M to $117M.
Where does Elwyn, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Elwyn, Inc. Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Elwyn, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan in MI ($43M, 121 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Elwyn, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Axle & Manufacturing, Inc. Pension Plan in MI (736 participants, $270M 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 231352117.

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.