Defined Benefit (Pension) · DOL Form 5500 · 2024

Pennsylvania State Education Assoc Pension Plan

Data updated 2026-08-25

$310M
Total assets Above avg plan size
257
Participants Below avg headcount
96th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Pennsylvania State Education Association Pension Plan · Sponsored by Pennsylvania State Education Assoc · Pennsylvania · Other Services

$310M in assets, 257 participants

Pennsylvania State Education Assoc's Pennsylvania State Education Association Pension Plan reported $310M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,642 in Other Services (7,719 peers)

Coverage in Pennsylvania

Pennsylvania State Education Association Pension Plan covers 257 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $310M.

#7,642
in Other Services (7,719 peers)
+5.4%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Pennsylvania State Education Association Pension Plan's outsized position by total assets

Pennsylvania State Education Association Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$309,598,130 Top 4% higher than 96% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pennsylvania State Education Association Pension 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. Pennsylvania State Education Association Pension Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pennsylvania State Education Association Pension Plan reported net income rose from $5M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Pennsylvania State Education Association Pension Plan end-of-year assets rose from $294M in the plan year 2023 filing to $310M in the plan year 2024 filing.
  • Pennsylvania State Education Association Pension Plan reported participants rose from 252 in the plan year 2023 filing to 257 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 230961125 · Pennsylvania State Education Assoc PY 2024 · Defined Benefit (Pension)

Pennsylvania State Education Association Pension Plan · $310M · 257 · 96th

  • ASSETS $310M
  • PCT 257
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Belk Pension Plan
  • IND ind #7642

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 Other Services retirement plans → · Plans in Pennsylvania →

Pennsylvania State Education Association Pension Plan in the asset neighbourhood

Belk Pension Plan$310MPennsylvania State Education Association Pension PlanPennsylvania State Education…$310MKing & Spalding LLP Cash Balance Pension PlanKing & Spalding LLP Cash Bal…$309MNational Life Group Pension Plan for EmployeesNational Life Group Pension …$309MAkin Gump Strauss Hauer & Feld Partners' Retirement PlanAkin Gump Strauss Hauer & Fe…$309M
End-of-year total assets ($M) among Pennsylvania State Education Association Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$294M
Net Assets (End of Year)$310M
Net Income$16M
Employer EIN230961125
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania State Education Assoc)

Sponsor-wide plan assets over time

All Pennsylvania State Education Assoc plans reported in each filing year

Latest sponsor-wide plan assets
$385M 10.252576307176302% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $349M $385M ▲ +10.3%
Year Plans Participants Total Assets
2022 2 510 $349M
2023 2 509 $366M
2024 2 522 $385M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pennsylvania State Education Association Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pennsylvania State Education Association Pension Plan, Total assets ($B): 0.30959813 · Participants: 257Pennsylvania State Education Association Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Pennsylvania State Education Association Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania State Education Association Pension Plan side-by-side with 3 peers →

Pennsylvania State Education Association Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Belk Pension Plan in NC ($310M); by covered participants it is Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan in SC (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($310M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pennsylvania State Education Association Pension Plan assets move in 2024? ▼
Pennsylvania State Education Association Pension Plan grew at a solid clip - up 5.4% during 2024, from $294M to $310M. Reported net income was $16M.
How have Pennsylvania State Education Assoc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania State Education Assoc's sponsor-wide assets grew 10.3%, from $349M to $385M.
Where does Pennsylvania State Education Association Pension Plan rank by assets among Form 5500 filers? ▼
Pennsylvania State Education Association Pension Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pennsylvania State Education Association Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Belk Pension Plan in NC ($310M, 724 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pennsylvania State Education Association Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan in SC (257 participants, $152M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230961125.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.