Plain-English plan 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, The University Of Pennsylvania Matching Plan is a benefit plan reported by Trustees Of The University Of Pa under EIN 23-1352685 and plan number 001. The latest loaded filing year is 2023. The filing reports 33,139 participants and $6,313,953,991 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,313,953,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,313,953,991
- Net assets (BOY)
- $5,530,640,141
Income & contributions
- Employer contributions
- $100,125,796
- Participant contributions
- $108,499,981
- Total contributions
- $222,595,566
- Total income / additions
- $1,047,788,908
Expenses & distributions
- Benefits paid
- $263,982,693
- Administrative expenses
- $492,365
- Total expenses
- $264,475,058
- Net increase / (decrease)
- $783,313,850