Defined Benefit (Pension) · DOL Form 5500 · 2024
The Phillies Pension Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 527
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $279,785
- Avg per participant High balance/head
Official DOL plan name: Major League Baseball Pension Plan for Non-Uniformed Personnel · Sponsored by The Phillies · Pennsylvania · Arts, Entertainment & Recreation
$147M in assets, 527 participants
The Phillies's Major League Baseball Pension Plan for Non-Uniformed Personnel reported $147M in total assets and 527 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,830 in Arts, Entertainment & Recreation (2,921 peers)
Where Major League Baseball Pension Plan for Non-Uniformed Personnel sits by assets
Major League Baseball Pension Plan for Non-Uniformed Personnel sits in the top 10% of all filed plans by assets, $147M for 527 participants (~$279,785/participant), up 7.1% in 2024.
- #2,830
- in Arts, Entertainment & Recreation (2,921 peers)
- +7.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Major League Baseball Pension Plan for Non-Uniformed Personnel's outsized position by total assets
Major League Baseball Pension Plan for Non-Uniformed Personnel vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,446,824 Top 7% higher than 93% 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
Major League Baseball Pension Plan for Non-Uniformed Personnel among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Major League Baseball Pension Plan for Non-Uniformed Personnel sits mid-pack in the medium band (527 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Major League Baseball Pension Plan for Non-Uniformed Personnel reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Major League Baseball Pension Plan for Non-Uniformed Personnel end-of-year assets rose from $138M in the plan year 2023 filing to $147M in the plan year 2024 filing.
- Major League Baseball Pension Plan for Non-Uniformed Personnel reported participants rose from 497 in the plan year 2023 filing to 527 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232186951 · The Phillies PY 2024 · Defined Benefit (Pension)
Major League Baseball Pension Plan for Non-Uniformed Personnel · $147M · 527 · 93rd
- VS-ST $147M
- VS-ST 527
- VS-ST 93rd
- VS-ST Defined Benefit (Pension)
- VS-ST near Schaeffler Group USA Inc. Pension Plan
- VS-ST ind #2830
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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →
Major League Baseball Pension Plan for Non-Uniformed Personnel in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $10M |
| Employer EIN | 232186951 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Phillies)
Sponsor-wide plan assets over time
All The Phillies plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 23.769145890870913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 750 | $185M |
| 2023 | 2 | 854 | $210M |
| 2024 | 2 | 910 | $230M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Major League Baseball Pension Plan for Non-Uniformed Personnel's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Schaeffler Group USA Inc. Pension Plan in SC ($147M); by covered participants it is Retirement Plan for Employees of Cullen/Frost Bankers, Inc. & Its Affiliates in TX (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
Similar participant headcount
Nearest other-state filings by covered participants (527 participants); asset peers above are excluded.
- Retirement Plan for Employees of Cullen/Frost Bankers, Inc. & Its Affiliates (TX) 527 · 0 off
- The Terumo Retirement Plan (NJ) 527 · 0 off
- Ironworkers Local Union No. 167 Pension Plan (TN) 528 · 1 off
- Local 298 Pension Fund (NY) 526 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.