Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the University of PA Pension Plan
Data updated 2026-08-11
- $192M
- Total assets
- 894
- Participants
- 94th
- Percentile by assets
- $214,839
- Avg per participant
Official DOL plan name: Retirement Allowance Plan of the University of Pennsylvania · Sponsored by Trustees of the University of PA · Pennsylvania · Educational Services
$192M in assets, 894 participants
Trustees of the University of PA's Retirement Allowance Plan of the University of Pennsylvania reported $192M in total assets and 894 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #3,277 in Educational Services (3,638 peers)
Where Retirement Allowance Plan of the University of Pennsylvania sits by assets
Retirement Allowance Plan of the University of Pennsylvania sits in the top 10% of all filed plans by assets, $192M for 894 participants (~$214,839/participant), down 1.6% in 2024.
- $192M
- total plan assets (2024 EOY)
- 894
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $214,839
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Allowance Plan of the University of Pennsylvania reported net income rose from -$13M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Retirement Allowance Plan of the University of Pennsylvania reported participants fell from 959 in the plan year 2023 filing to 894 in the plan year 2024 filing.
- Retirement Allowance Plan of the University of Pennsylvania end-of-year assets fell from $195M in the plan year 2023 filing to $192M in the plan year 2024 filing.
Retirement Allowance Plan of the University of Pennsylvania vs the 2024 asset distribution
By assets, Retirement Allowance Plan of the University of Pennsylvania outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | -$3M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of PA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 129,893 | $14.9B |
| 2023 | 8 | 157,259 | $17.0B |
| 2024 | 8 | 162,824 | $19.0B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Allowance Plan of the University of Pennsylvania vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Allowance Plan of the University of Pennsylvania by total assets, not by location.
- U.F.C.W. District Union Local Two & Employers Pension Fund (FL) $192M · 468
- Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP (CA) $192M · 262
- Alaska Plumbing and Pipefitting Industry Pension Plan (OR) $192M · 537
- Meriter Health Services Employee Retirement Plan (WI) $192M · 1,013
Frequently Asked Questions
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Where does Retirement Allowance Plan of the University of Pennsylvania rank by assets among Form 5500 filers? ▼
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Ways to act on Retirement Allowance Plan of the University of Pennsylvania's numbers.
- By total assets, Retirement Allowance Plan of the University of Pennsylvania ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Trustees of the University of PA's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Educational Services plans