Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the University of Pennsylvania Pension Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 7,714
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $368,465
- Avg per participant High balance/head
Official DOL plan name: University of Pennsylvania Health Sysytem Pension Plan · Sponsored by Trustees of the University of Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$2.8B in assets, 7,714 participants
Trustees of the University of Pennsylvania's University of Pennsylvania Health Sysytem Pension Plan reported $2.8B in total assets and 7,714 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,842 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
University of Pennsylvania Health Sysytem Pension Plan covers 7,714 participants in Pennsylvania, 9.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.8B.
- #16,842
- in Healthcare & Social Assistance (16,916 peers)
- +2.6%
- assets growth YoY
- 29×
- vs typical plan assets (national mean)
University of Pennsylvania Health Sysytem Pension Plan's outsized position by total assets
University of Pennsylvania Health Sysytem Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,842,340,701 Top 1% higher than 99% 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
University of Pennsylvania Health Sysytem Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Pennsylvania Health Sysytem Pension Plan lands in the large band (7,714 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Pennsylvania Health Sysytem Pension Plan reported net income rose from -$127M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- University of Pennsylvania Health Sysytem Pension Plan reported participants fell from 8,369 in the plan year 2023 filing to 7,714 in the plan year 2024 filing.
- University of Pennsylvania Health Sysytem Pension Plan end-of-year assets rose from $2.8B in the plan year 2023 filing to $2.8B in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231352685 · Trustees of the University of Pennsylvania PY 2024 · Defined Benefit (Pension)
University of Pennsylvania Health Sysytem Pension Plan · $2.8B · 7,714 · 99th
- 5500 $2.8B
- 5500 7,714
- 5500 99th
- 5500 Defined Benefit (Pension)
- 5500 near Corning Incorporated Pension Plan
- 5500 ind #16842
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
University of Pennsylvania Health Sysytem Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | $71M |
| Employer EIN | 231352685 |
| Plan Effective Date | 1978-07-01 |
| 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
Scale composition for University of Pennsylvania Health Sysytem Pension Plan
University of Pennsylvania Health Sysytem Pension Plan reports $2.8B in end-of-year assets across 7,714 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $368,465 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2024 was $71M.
This plan identity (EIN 231352685, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.9B to $2.8B (-1.9%) while covered participants moved from 5,489 to 7,714 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,489 | $2.9B | Open filing |
| 2023 | 8,369 | $2.8B | Open filing |
| 2024 · index core | 7,714 | $2.8B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- The University of Pennsylvania Matching Plan (Other, $7.0B, 22,110 participants)
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (Other, $3.6B, 43,405 participants)
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (Other, $2.3B, 26,892 participants)
- University of Pennsylvania Basic Plan (Profit Sharing, $2.0B, 21,954 participants)
University of Pennsylvania Health Sysytem Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Corning Incorporated Pension Plan in NY ($2.8B); by covered participants it is Daimler Truck North America UAW Pension Plan in OR (7,718 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Corning Incorporated Pension Plan (NY) $2.8B · 14,938
- Willis Towers Watson Pension Plan for U.S. Employees (VA) $2.8B · 10,677
- Pace Industry Union-Management Pension Fund (TN) $2.8B · 3,134
- Northwell Health Pension Plan (NY) $2.8B · 26,950
Similar participant headcount
Nearest other-state filings by covered participants (7,714 participants); asset peers above are excluded.
- Daimler Truck North America UAW Pension Plan (OR) 7,718 · 4 off
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan (WI) 7,653 · 61 off
- Yale University Retirement Plan for Staff Employees (CT) 7,789 · 75 off
- Hotel Union and Hotel Industry of Hawaii Pension Plan (HI) 7,636 · 78 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.