401(k) · DOL Form 5500 · 2024
Pennsylvania State Education Association 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $285,695
- Avg per participant High balance/head
Official DOL plan name: Pennsylvania State Education Association 401(k) Retirement Plan · Sponsored by Pennsylvania State Education Association · Pennsylvania · Other Services
$76M in assets, 265 participants
Pennsylvania State Education Association's Pennsylvania State Education Association 401(k) Retirement Plan reported $76M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,357 in Other Services (7,719 peers)
Coverage in Pennsylvania
Pennsylvania State Education Association 401(k) Retirement Plan covers 265 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $76M.
- #7,357
- in Other Services (7,719 peers)
- +4.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Pennsylvania State Education Association 401(k) Retirement Plan's outsized position by total assets
Pennsylvania State Education Association 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,709,222 Top 12% higher than 88% 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
Pennsylvania State Education Association 401(k) Retirement 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 401(k) Retirement Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pennsylvania State Education Association 401(k) Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Pennsylvania State Education Association 401(k) Retirement Plan end-of-year assets rose from $72M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Pennsylvania State Education Association 401(k) Retirement Plan reported participants rose from 257 in the plan year 2023 filing to 265 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 230961125 · Pennsylvania State Education Association PY 2024 · 401(k)
Pennsylvania State Education Association 401(k) Retirement Plan · $76M · 265 · 88th
- VS-ST $76M
- VS-ST 265
- VS-ST 88th
- VS-ST 401(k)
- VS-ST near Coronado Coal LLC 401(k) Profit Sharing Plan
- VS-ST ind #7357
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 401(k) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $4M |
| Employer EIN | 230961125 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania State Education Association)
Sponsor-wide plan assets over time
All Pennsylvania State Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $385M 10.252576307176302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 510 | $349M |
| 2023 | 2 | 509 | $366M |
| 2024 | 2 | 522 | $385M |
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
Pennsylvania State Education Association 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Coronado Coal LLC 401(k) Profit Sharing Plan in WV ($76M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Coronado Coal LLC 401(k) Profit Sharing Plan (WV) $76M · 1,388
- Central California IBEW-NECA Profit Sharing Plan (CA) $76M · 598
- Maxion Wheels Retirement Savings Plan (MI) $76M · 246
- Infinite Campus, Inc. Employees Savings Trust (MN) $76M · 532
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.