401(k) · DOL Form 5500 · 2024
The Union League of Philadelphia 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 535
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $81,587
- Avg per participant Below avg balance/head
Official DOL plan name: The Union League of Philadelphia Employee Savings and Retirement · Sponsored by The Union League of Philadelphia · Pennsylvania · Food Services & Accommodation
$44M in assets, 535 participants
The Union League of Philadelphia's The Union League of Philadelphia Employee Savings and Retirement reported $44M in total assets and 535 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #3,501 in Food Services & Accommodation (3,672 peers)
Where The Union League of Philadelphia Employee Savings and Retirement sits by assets
The Union League of Philadelphia Employee Savings and Retirement sits in the top quartile of all filed plans by assets, $44M for 535 participants (~$81,587/participant), up 25.0% in 2024.
- #3,501
- in Food Services & Accommodation (3,672 peers)
- +25.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Union League of Philadelphia Employee Savings and Retirement's outsized position by total assets
The Union League of Philadelphia Employee Savings and Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,649,205 Top 17% higher than 83% 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 Union League of Philadelphia Employee Savings and Retirement 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. The Union League of Philadelphia Employee Savings and Retirement sits mid-pack in the medium band (535 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Union League of Philadelphia Employee Savings and Retirement reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Union League of Philadelphia Employee Savings and Retirement end-of-year assets rose from $35M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- The Union League of Philadelphia Employee Savings and Retirement reported participants rose from 468 in the plan year 2023 filing to 535 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231171350 · The Union League of Philadelphia PY 2024 · 401(k)
The Union League of Philadelphia Employee Savings and Retirement · $44M · 535 · 83rd
- RANK $44M
- RANK 535
- RANK 83rd
- RANK 401(k)
- RANK near Backcountry Group 401(k) Plan
- RANK ind #3501
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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →
The Union League of Philadelphia Employee Savings and Retirement in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $9M |
| Employer EIN | 231171350 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Union League of Philadelphia)
Sponsor-wide plan assets over time
All The Union League of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 55.38715173687553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 352 | $28M |
| 2023 | 1 | 468 | $35M |
| 2024 | 1 | 535 | $44M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
The Union League of Philadelphia Employee Savings and Retirement's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Backcountry Group 401(k) Plan in UT ($44M); by covered participants it is Sundance Holdings Group, LLC 401(k) Plan in UT (535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Backcountry Group 401(k) Plan (UT) $44M · 1,212
- Karsun Solutions, LLC 401(k) Plan (VA) $44M · 442
- Articulate Global 401(k) Plan (NY) $44M · 347
- Vanguard Truck Holdings, LLC 401(k) Plan (GA) $44M · 863
Similar participant headcount
Nearest other-state filings by covered participants (535 participants); asset peers above are excluded.
- Sundance Holdings Group, LLC 401(k) Plan (UT) 535 · 0 off
- The Signresource Retirement Savings Plan (TN) 535 · 0 off
- The Cold Heading Group 401(k) Retirement Plan (MI) 535 · 0 off
- Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan (CA) 535 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.