401(k) · DOL Form 5500 · 2024
Trustees of the Univ. of Penn 401(k) Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 39,758
- Participants
- 99th
- Percentile by assets
- $27,924
- Avg per participant
Official DOL plan name: Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System · Sponsored by Trustees of the Univ. of Penn · Pennsylvania · Healthcare & Social Assistance
$1.1B in assets, 39,758 participants
Trustees of the Univ. of Penn's Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System reported $1.1B in total assets and 39,758 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #16,698 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System covers 39,758 participants in Pennsylvania, 48x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 39,758
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $27,924
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System end-of-year assets rose from $889M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System reported net income fell from $233M in the plan year 2023 filing to $221M in the plan year 2024 filing.
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System reported participants rose from 38,179 in the plan year 2023 filing to 39,758 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System reports 39,758 participants - 48x that state average ($1.1B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $889M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $221M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Univ. of Penn)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Scale composition for Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System
Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System reports $1.1B in end-of-year assets across 39,758 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.042% of 93,925,755 covered participants) - about $27,924 per participant (20% of the national average assets-per-participant) . Net income for plan year 2024 was $221M.
This plan identity (EIN 231352685, plan #039) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $656M to $1.1B (+69.1%) while covered participants moved from 34,360 to 39,758 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 34,360 | $656M | Open filing |
| 2023 | 38,179 | $889M | Open filing |
| 2024 · index core | 39,758 | $1.1B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Pennsylvania Matching Plan (Other, $7.0B, 22,110 participants)
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (Other, $3.6B, 43,405 participants)
- University of Pennsylvania Health Sysytem Pension Plan (Defined Benefit (Pension), $2.8B, 7,714 participants)
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (Other, $2.3B, 26,892 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System by total assets, not by location.
- Gaf LLC 401(k) Plan (NJ) $1.1B · 5,041
- Advance Auto Parts, Inc. 401(k) Plan (VA) $1.1B · 61,633
- Vizient 401(k) Savings Plan (TX) $1.1B · 4,733
- Kwik Trip Profit Sharing 401(k) Plan (WI) $1.1B · 26,983
Frequently Asked Questions
How did Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System assets move in 2024? ▼
How have Trustees of the Univ. of Penn plan assets changed over time? ▼
Where does Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System rank by assets among Form 5500 filers? ▼
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Next read for Retirement Contribution and 403(b) Match…
Filing takeaways
Ways to act on Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System's numbers.
- By total assets, Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Trustees of the Univ. of Penn's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans