Other · DOL Form 5500 · 2024
ELWYN Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 2,412
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $30,572
- Avg per participant Low balance/head
Official DOL plan name: Elwyn Defined Contribution 403(b) Plan · Sponsored by ELWYN · Pennsylvania · Healthcare & Social Assistance
$74M in assets, 2,412 participants
ELWYN's Elwyn Defined Contribution 403(b) Plan reported $74M in total assets and 2,412 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,162 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Elwyn Defined Contribution 403(b) Plan covers 2,412 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $74M.
- #15,162
- in Healthcare & Social Assistance (16,916 peers)
- +26.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Elwyn Defined Contribution 403(b) Plan's outsized position by total assets
Elwyn Defined Contribution 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,738,875 Top 12% higher than 88% 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
Elwyn Defined Contribution 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elwyn Defined Contribution 403(b) Plan lands in the large band (2,412 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Elwyn Defined Contribution 403(b) Plan end-of-year assets rose from $58M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Elwyn Defined Contribution 403(b) Plan reported participants rose from 1,951 in the plan year 2023 filing to 2,412 in the plan year 2024 filing.
- Elwyn Defined Contribution 403(b) Plan reported net income fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231352117 · ELWYN PY 2024 · Other
Elwyn Defined Contribution 403(b) Plan · $74M · 2,412 · 88th
- EBSA $74M
- PART 2,412
- TYPE 88th
- NET Other
- BOOK near United Nations International School Tax Deferred Annuity Plan
- VS-ST ind #15162
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 Defined Contribution 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $13M |
| Employer EIN | 231352117 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,997 | $91M |
| 2023 | 2 | 2,780 | $103M |
| 2024 | 2 | 3,148 | $117M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Elwyn Defined Contribution 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is United Nations International School Tax Deferred Annuity Plan in NY ($74M); by covered participants it is Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in NC (2,405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- United Nations International School Tax Deferred Annuity Plan (NY) $74M · 206
- Mountain Area Health Education Center, Inc. Retirement Plan (NC) $74M · 1,099
- The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions (NY) $74M · 1,831
- American Mathematical Society Tax-Deferred Annuity Plan (RI) $74M · 207
Similar participant headcount
Nearest other-state filings by covered participants (2,412 participants); asset peers above are excluded.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan (NC) 2,405 · 7 off
- Tax-Deferred Annuity Plan for Scope Education Services (NY) 2,423 · 11 off
- Webster University Defined Contribution Retirement Plan (MO) 2,393 · 19 off
- Blue Ridge Healthcare System Retirement Savings Plan (NC) 2,392 · 20 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.