401(k) · DOL Form 5500 · 2024
The Pew Charitable Trusts 401(k) Plan
Data updated 2026-08-25
- $428M
- Total assets Above avg plan size
- 989
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $432,938
- Avg per participant High balance/head
Official DOL plan name: The Pew Charitable Trusts Savings Plan · Sponsored by The Pew Charitable Trusts · Pennsylvania · Other Services
$428M in assets, 989 participants
The Pew Charitable Trusts's The Pew Charitable Trusts Savings Plan reported $428M in total assets and 989 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #7,660 in Other Services (7,719 peers)
Where The Pew Charitable Trusts Savings Plan sits by assets
The Pew Charitable Trusts Savings Plan sits in the top 5% of all filed plans by assets, $428M for 989 participants (~$432,938/participant), up 15.2% in 2024.
- #7,660
- in Other Services (7,719 peers)
- +15.2%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
The Pew Charitable Trusts Savings Plan's outsized position by total assets
The Pew Charitable Trusts Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$428,175,446 Top 3% higher than 97% 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
The Pew Charitable Trusts 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. The Pew Charitable Trusts Savings Plan sits mid-pack in the medium band (989 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Pew Charitable Trusts Savings Plan end-of-year assets rose from $372M in the plan year 2023 filing to $428M in the plan year 2024 filing.
- The Pew Charitable Trusts Savings Plan reported net income rose from $56M in the plan year 2023 filing to $57M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231512117 · The Pew Charitable Trusts PY 2024 · 401(k)
The Pew Charitable Trusts Savings Plan · $428M · 989 · 97th
- PART $428M
- PART 989
- PART 97th
- PART 401(k)
- PART near Chart Industries, Inc. 401(k) Investment and Savings Plan
- PART ind #7660
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 Other Services retirement plans → · Plans in Pennsylvania →
The Pew Charitable Trusts Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $372M |
|---|---|
| Net Assets (End of Year) | $428M |
| Net Income | $57M |
| Employer EIN | 231512117 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pew Charitable Trusts)
Sponsor-wide plan assets over time
All The Pew Charitable Trusts plans reported in each filing year
- Latest sponsor-wide plan assets
- $428M 35.67265134503367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $316M |
| 2023 | 1 | 995 | $372M |
| 2024 | 1 | 989 | $428M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
The Pew Charitable Trusts Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Chart Industries, Inc. 401(k) Investment and Savings Plan in GA ($428M); by covered participants it is Auctane Inc. 401(k) Plan in TX (989 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($428M here).
- Chart Industries, Inc. 401(k) Investment and Savings Plan (GA) $428M · 3,343
- Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust (VA) $428M · 1,542
- Finastra USA Salary Savings 401(k) Plan (FL) $428M · 1,163
- Abt Associates Inc. Profit Sharing and Savings Plan (MA) $428M · 1,242
Similar participant headcount
Nearest other-state filings by covered participants (989 participants); asset peers above are excluded.
- Auctane Inc. 401(k) Plan (TX) 989 · 0 off
- Pinehurst Resort 401(k) Savings Plan (NC) 989 · 0 off
- Seismic 401(k) Plan (CA) 989 · 0 off
- The Peplinski Group, Inc. Profit Sharing 401(k) Plan (MI) 989 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.