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 Health System 403(B) Retirement Savings Plan is a benefit plan reported by Trustees Of The Univ. Of Penn under EIN 23-1352685 and plan number 018. The latest loaded filing year is 2023. The filing reports 52,458 participants and $3,057,133,387 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,057,133,387
- Total liabilities (EOY)
- $790
- Net assets (EOY)
- $3,057,132,597
- Net assets (BOY)
- $2,490,967,764
Income & contributions
- Participant contributions
- $259,186,640
- Total contributions
- $287,944,250
- Total income / additions
- $735,472,616
Expenses & distributions
- Benefits paid
- $166,741,180
- Administrative expenses
- $2,217,430
- Total expenses
- $169,307,783
- Net increase / (decrease)
- $566,164,833