Other · DOL Form 5500 · 2024
Trustees of the University of PA Retirement Plan
Data updated 2026-08-25
- $7.0B
- Total assets Very large vs avg
- 22,110
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $316,000
- Avg per participant High balance/head
Official DOL plan name: The University of Pennsylvania Matching Plan · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$7.0B in assets, 22,110 participants
Trustees of the University of PA's The University of Pennsylvania Matching Plan reported $7.0B in total assets and 22,110 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #3,631 in Educational Services (3,638 peers)
Coverage in Pennsylvania
The University of Pennsylvania Matching Plan covers 22,110 participants in Pennsylvania, 27x the typical Pennsylvania plan (state average ~822 per filing). Assets: $7.0B.
- #3,631
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
- 70×
- vs typical plan assets (national mean)
The University of Pennsylvania Matching Plan's outsized position by total assets
The University of Pennsylvania Matching Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,986,767,736 Highest reported value at or above every one 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 University of Pennsylvania Matching Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Pennsylvania Matching Plan is a mega filing (22,110 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Pennsylvania Matching Plan reported net income fell from $783M in the plan year 2023 filing to $673M in the plan year 2024 filing.
- The University of Pennsylvania Matching Plan end-of-year assets rose from $6.3B in the plan year 2023 filing to $7.0B in the plan year 2024 filing.
- The University of Pennsylvania Matching Plan reported participants rose from 20,979 in the plan year 2023 filing to 22,110 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231352685 · Trustees of the University of PA PY 2024 · Other
The University of Pennsylvania Matching Plan · $7.0B · 22,110 · 100th
- 5500 $7.0B
- ASSETS 22,110
- PCT 100th
- EIN Other
- RANK near Stanford Health Care Retirement Savings Plan
- PHOTO ind #3631
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 Educational Services retirement plans → · Plans in Pennsylvania →
The University of Pennsylvania Matching Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6.3B |
|---|---|
| Net Assets (End of Year) | $7.0B |
| Net Income | $673M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1920-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of PA)
Sponsor-wide plan assets over time
All Trustees of the University of PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $19.0B 27.12721195306361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- The Children's Hospital of Philadelphia Retirement Savings Plan $2.5B · 19,571
Scale composition for The University of Pennsylvania Matching Plan
The University of Pennsylvania Matching Plan reports $7.0B in end-of-year assets across 22,110 participants (0.057% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $316,000 per participant (2.3x the national average assets-per-participant) . Net income for plan year 2024 was $673M.
This plan identity (EIN 231352685, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.5B to $7.0B (+26.3%) while covered participants moved from 13,262 to 22,110 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,262 | $5.5B | Open filing |
| 2023 | 20,979 | $6.3B | Open filing |
| 2024 · index core | 22,110 | $7.0B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (Other, $3.6B, 43,405 participants)
- University of Pennsylvania Health Sysytem Pension Plan (Defined Benefit (Pension), $2.8B, 7,714 participants)
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (Other, $2.3B, 26,892 participants)
- University of Pennsylvania Basic Plan (Profit Sharing, $2.0B, 21,954 participants)
The University of Pennsylvania Matching Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Stanford Health Care Retirement Savings Plan in CA ($6.9B); by covered participants it is Inova Health System 403(b) Plan in VA (22,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.0B here).
- Stanford Health Care Retirement Savings Plan (CA) $6.9B · 24,152
- Washington University Retirement Savings Plan (MO) $7.5B · 26,975
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) $6.4B · 22,606
- Sutter Health 403(b) Savings Plan (CA) $7.6B · 54,954
Similar participant headcount
Nearest other-state filings by covered participants (22,110 participants); asset peers above are excluded.
- Inova Health System 403(b) Plan (VA) 22,057 · 53 off
- Carpenters & Joiners Defined Contribution Plan (MN) 22,289 · 179 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 21,863 · 247 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,447 · 337 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.