Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the University of PA Pension Plan
Data updated 2026-08-25
- $192M
- Total assets Near avg plan size
- 894
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $214,839
- Avg per participant Above avg balance/head
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.
- #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.
- #3,277
- in Educational Services (3,638 peers)
- -1.6%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
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.
Retirement Allowance Plan of the University of Pennsylvania's outsized position by total assets
Retirement Allowance Plan of the University of Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,066,487 Top 6% higher than 94% 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
Retirement Allowance Plan of the University of Pennsylvania 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. Retirement Allowance Plan of the University of Pennsylvania sits mid-pack in the medium band (894 participants).
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.
EBSA filing schedule strip
Filing strip 231352685 · Trustees of the University of PA PY 2024 · Defined Benefit (Pension)
Retirement Allowance Plan of the University of Pennsylvania · $192M · 894 · 94th
- RANK $192M
- PHOTO 894
- IND 94th
- EOY Defined Benefit (Pension)
- 5500 near U.F.C.W. District Union Local Two & Employers Pension Fund
- ASSETS ind #3277
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 →
Retirement Allowance Plan of the University of Pennsylvania in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of the University of PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $19.0B 27.12721195306361% vs 2022
- 2024 filing year
| 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.
- 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
Retirement Allowance Plan of the University of Pennsylvania's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is U.F.C.W. District Union Local Two & Employers Pension Fund in FL ($192M); by covered participants it is Lockheed Martin Corporation Pension Plan for Employees in Participating Bargaining Units in MD (894 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (894 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.