Philadelphia, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Philadelphia, PA has 1,056 loaded benefit plan(s) reported by 637 plan sponsor(s), with $163,130,838,274 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1,056
Plan sponsors
637
Latest filing year
2023

What stands out in Philadelphia

  • 1,056 loaded plans hold $163.1B in reported assets across 637 sponsors.
  • The largest, Comcast Corporaton Employee Savings Plans Master T, holds 11% of reported Philadelphia plan assets.
  • Plans cover 2,556,427 participants — about 2,421 per plan.
  • 65% of loaded plans report full Schedule H/I financial statements.
  • 52% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$162BSummed across loaded plans$162,010,129,124
Total reported assets$163.1B$163,130,838,274
Total reported participants2.6M2,556,427
Total reported liabilities$1.1B$1,100,891,910

Reported net position

Reported assets = net assets + liabilities (summed)$163.1B total assets
Net assets$162BLiabilities$1.1B
Contributions & income
Employer contributions$4.9B
Participant contributions$4.4B
Total income / additions$30.9B
Expenses & distributions
Benefits paid / distributions$12.2B
Total expenses$12.5B
Net increase / (decrease)$18.4B

Data coverage

Plans with financial statements683 / 1,056 (65%)
Plans with provider compensation544 / 1,056 (52%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Philadelphia, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Philadelphia market comparison

Largest plan share of assets11%Comcast Corporaton Employee Savings Plans Master T
Participants per plan2,421Average across loaded plans
Plan sponsors637
Ranked by reported assets

Largest loaded plans in Philadelphia

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Comcast Corporation · 2023
  3. 3
    The Cigna Group · 2023
  4. 4
    Glaxosmithkline LLC · 2023
  5. 5
    Trustees Of The University Of Pa · 2023
  6. 6
    Board Of Trustees Eastern Atlantic States Carpenters Pension Fund · 2023
  7. 7
    Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) · 2023
  8. 8
    Cigna Holding Company · 2023
  9. 9
    Cigna Holding Company · 2023
  10. 10
    Chubb Ina Holdings Inc. · 2023
  11. 11
    Brandywine Global Investment Mgmt, LLC · 2023
  12. 12
  13. 13
    Glaxosmithkline LLC · 2023
  14. 14
    Thomas Jefferson University · 2023
  15. 15
    The Children'S Hospital Of Philadelphia · 2023
  16. 16
    Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund · 2023
  17. 17
    Trustees Of The University Of Pa · 2023
  18. 18
    Morgan, Lewis And Bockius Llp Lisa Solley · 2023
  19. 19
  20. 20
    Trustees Of The University Of Pa · 2023
  21. 21
  22. 22
    Thomas Jefferson University · 2023
  23. 23
    Aramark Retirement Savings Plan For Salaried Employees · 2023
  24. 24
    Morgan Lewis & Bockius Llp Lisa Solley · 2023
  25. 25
    Aramark Master Trust · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Philadelphia, PA?
1,056 plan(s) reported by 637 sponsor(s) are loaded for Philadelphia, PA.

Related Form 5500 pages