Other · DOL Form 5500 · 2024
ELWYN Retirement Plan
Data updated 2026-08-11
- $74M
- Total assets
- 2,412
- Participants
- 88th
- Percentile by assets
- $30,572
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $74M
- total plan assets (2024 EOY)
- 2,412
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $30,572
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Elwyn Defined Contribution 403(b) Plan reports 2,412 participants - 2.9x that state average ($74M EOY assets).
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)
| 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.
Elwyn Defined Contribution 403(b) Plan 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Elwyn Defined Contribution 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Elwyn Defined Contribution 403(b) Plan assets move in 2024? ▼
How have ELWYN plan assets changed over time? ▼
Where does Elwyn Defined Contribution 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Elwyn Defined Contribution 403(b) Plan? ▼
Next read for Elwyn Defined Contribution 403(b) Plan
Filing takeaways
Ways to act on Elwyn Defined Contribution 403(b) Plan's numbers.
- By total assets, Elwyn Defined Contribution 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- ELWYN's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans