401(k) · DOL Form 5500 · 2024

The Pew Charitable Trusts 401(k) Plan

Data updated 2026-08-11

$428M
Total assets
989
Participants
97th
Percentile by assets
$432,938
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$428M
total plan assets (2024 EOY)
989
covered participants
97th
percentile by assets (of 123,622 plans)
$432,938
avg assets per participant

Where The Pew Charitable Trusts Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Other Services

The Pew Charitable Trusts Savings Plan vs the 2024 asset distribution

By assets, The Pew Charitable Trusts Savings Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$372M
Net Assets (End of Year)$428M
Net Income$57M
Employer EIN231512117
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pew Charitable Trusts)

$300M$350M$400M$450M 202220232024 $316M $428M ▲ +35.7%
Total plan assets by year, all The Pew Charitable Trusts plans on file
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.

The Pew Charitable Trusts Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Pew Charitable T…, Total assets ($B): 0.428175446 · Participants: 989The Pew Charitable T…Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
The Pew Charitable Trusts Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Pew Charitable Trusts Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Pew Charitable Trusts Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Pew Charitable Trusts Savings Plan assets move in 2024? ▼
The Pew Charitable Trusts Savings Plan grew sharply - up 15.2% during 2024, from $372M to $428M. Reported net income was $57M.
How have The Pew Charitable Trusts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pew Charitable Trusts's sponsor-wide assets grew 35.7%, from $316M to $428M.
Where does The Pew Charitable Trusts Savings Plan rank by assets among Form 5500 filers? ▼
The Pew Charitable Trusts Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Pew Charitable Trusts Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chart Industries, Inc. 401(k) Investment and Savings Plan in GA ($428M, 3,343 participants).

Next read for The Pew Charitable Trusts Savings Plan

Scale reading

Ways to act on The Pew Charitable Trusts Savings Plan's numbers.

  • By total assets, The Pew Charitable Trusts Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • The Pew Charitable Trusts's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Other Services plans

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 231512117.

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.