Other · DOL Form 5500 · 2024
Philadelphia University Retirement Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 527
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $261,013
- Avg per participant Above avg balance/head
Official DOL plan name: Philadelphia University Defined Contribution Retirement Plan · Sponsored by Philadelphia University · Pennsylvania · Educational Services
$138M in assets, 527 participants
Philadelphia University's Philadelphia University Defined Contribution Retirement Plan reported $138M in total assets and 527 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,171 in Educational Services (3,638 peers)
Where Philadelphia University Defined Contribution Retirement Plan sits by assets
Philadelphia University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $138M for 527 participants (~$261,013/participant), up 9.2% in 2024.
- #3,171
- in Educational Services (3,638 peers)
- +9.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Philadelphia University Defined Contribution Retirement Plan's outsized position by total assets
Philadelphia University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$137,553,629 Top 8% higher than 92% 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
Philadelphia University Defined Contribution Retirement Plan 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. Philadelphia University Defined Contribution Retirement Plan sits mid-pack in the medium band (527 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Philadelphia University Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Philadelphia University Defined Contribution Retirement Plan end-of-year assets rose from $126M in the plan year 2023 filing to $138M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231352294 · Philadelphia University PY 2024 · Other
Philadelphia University Defined Contribution Retirement Plan · $138M · 527 · 92nd
- EIN $138M
- RANK 527
- PHOTO 92nd
- IND Other
- EOY near Regional Enterprises, Inc. 403(b) Plan
- 5500 ind #3171
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 →
Philadelphia University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $12M |
| Employer EIN | 231352294 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Philadelphia University)
Sponsor-wide plan assets over time
All Philadelphia University plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 22.165149673982633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $113M |
| 2023 | 1 | 528 | $126M |
| 2024 | 1 | 527 | $138M |
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
Philadelphia University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Regional Enterprises, Inc. 403(b) Plan in WI ($138M); by covered participants it is Stowers Group 403(b) Savings Plan in MO (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
Similar participant headcount
Nearest other-state filings by covered participants (527 participants); asset peers above are excluded.
- Stowers Group 403(b) Savings Plan (MO) 527 · 0 off
- Health Care and Rehabilitation Services of Southeastern Vermont (VT) 527 · 0 off
- Ranken Jordan Employees 403b Plan (MO) 526 · 1 off
- Salve Regina University 403(b) Retirement Plan (RI) 529 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.