Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the University of Pennsylvania Pension Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 97
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $337,731
- Avg per participant High balance/head
Official DOL plan name: The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan · Sponsored by Trustees of the University of Pennsylvania · Pennsylvania · Educational Services
$33M in assets, 97 participants
Trustees of the University of Pennsylvania's The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan reported $33M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,318 in Educational Services (3,638 peers)
Where The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan sits by assets
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 97 participants (~$337,731/participant), up 7.7% in 2024.
- #2,318
- in Educational Services (3,638 peers)
- +7.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan's outsized position by total assets
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,759,953 Top 21% higher than 79% 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
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan reported net income rose from $185K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan reported participants fell from 103 in the plan year 2023 filing to 97 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231352685 · Trustees of the University of Pennsylvania PY 2024 · Defined Benefit (Pension)
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan · $33M · 97 · 79th
- VS-ST $33M
- BOY 97
- SCH 79th
- EBSA Defined Benefit (Pension)
- PART near Pension Plan for Employees of Ila, AFL-CIO
- TYPE ind #2318
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 →
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the University of Pennsylvania)
Sponsor-wide plan assets over time
All Trustees of the University of Pennsylvania 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
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Ila, AFL-CIO in NJ ($33M); by covered participants it is Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking in VA (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Pension Plan for Employees of Ila, AFL-CIO (NJ) $33M · 59
- Sekisui Voltek, LLC Retirement Plan (MI) $33M · 72
- Sun Health Corporation Pension Plan (AZ) $33M · 339
- Frost Brown Todd LLP Cash Balance Pension Plan (KY) $33M · 194
Similar participant headcount
Nearest other-state filings by covered participants (97 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.