Other · DOL Form 5500 · 2024

Trustees of the University of PA Retirement Plan

Data updated 2026-07-24

$2.3B
Total assets: 26,892
Participants: 99th
Percentile by assets: $84,070
Avg per participant

Official DOL plan name: Supplemental Retirement Annuity Plan of the University of Pennsylvania · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services

$2.3B in assets, 26,892 participants

Trustees of the University of PA's Supplemental Retirement Annuity Plan of the University of Pennsylvania reported $2.3B in total assets and 26,892 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Supplemental Retirement Annuity Plan of the University of Pennsylvania covers 26,892 participants in Pennsylvania, 33x the typical Pennsylvania plan (state average ~824 per filing). Assets: $2.3B.

$2.3B
total plan assets (2024 EOY): 26,892
covered participants: 99th
percentile by assets (of 116,472 plans): $84,070
avg assets per participant

Supplemental Retirement Annuity Plan of the University of Pennsylvania end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
Supplemental Retirement Annuity Plan of the University of Pennsylvania reported net income fell from $300M in the plan year 2023 filing to $269M in the plan year 2024 filing.
Supplemental Retirement Annuity Plan of the University of Pennsylvania reported participants rose from 25,712 in the plan year 2023 filing to 26,892 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Supplemental Retirement Annuity Plan of the University of Pennsylvania reports 26,892 participants - 33x that state average ($2.3B EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$2.0B
Net Assets (End of Year)	$2.3B
Net Income	$269M
Employer EIN	231352685
Plan Effective Date	1974-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of the University of PA)

Total plan assets by year, all Trustees of the University of PA plans on file

Year	Plans	Participants	Total Assets
2022	8	129,893	$14.9B
2023	8	157,259	$17.0B
2024	5	154,119	$15.9B

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Supplemental Retirement Annuity Plan of the University of Pennsylvania 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

Compare Supplemental Retirement Annuity Plan of … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Supplemental Retirement Annuity Plan of the University of Pennsylvania by total assets, not by location.

Norton Healthcare 403(b) Retirement Savings Plan (KY) $2.3B · 21,863
Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $2.2B · 5,142
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $2.3B · 22,447
Caltech Voluntary Retirement Plan (CA) $2.3B · 8,554

Frequently Asked Questions

How did Supplemental Retirement Annuity Plan of the University of Pennsylvania assets move in 2024? ▼

Supplemental Retirement Annuity Plan of the University of Pennsylvania grew at a solid clip - up 13.5% during 2024, from $2.0B to $2.3B. Reported net income was $269M.

How have Trustees of the University of PA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of the University of PA's sponsor-wide assets grew 6.6%, from $14.9B to $15.9B.

Where does Supplemental Retirement Annuity Plan of the University of Pennsylvania rank by assets among Form 5500 filers? ▼

Supplemental Retirement Annuity Plan of the University of Pennsylvania ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Other plans are similar in size to Supplemental Retirement Annuity Plan of the University of Pennsylvania? ▼

Among Other plans in other states, the closest by assets is Norton Healthcare 403(b) Retirement Savings Plan in KY ($2.3B, 21,863 participants).

Next read for Supplemental Retirement Annuity Plan of …

Filing takeaways

Ways to act on Supplemental Retirement Annuity Plan of the University of Pennsylvania's numbers.

By total assets, Supplemental Retirement Annuity Plan of the University of Pennsylvania ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
Trustees of the University of PA's sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Educational 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 231352685.

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.