Elwyn pension plans

Elwyn, Elwyn, PA. EIN 23-1352117. Annual reports 2009–2024. Also filed as Elwyn, Inc.

Elwyn has 2 active retirement plans on file. The largest is the Elwyn Defined Contribution 403(b) Plan, with 3,397 participants and $73.7 million in assets in 2024.

Active plans: 2
Participants: 5,717
Plan assets: $117 million
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Elwyn Defined Contribution 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 23-1352117
Participants (2024): 3,397
Net assets (2024): $73.7 million
Plan administrator: Elwyn
111 Elwyn Road
Elwyn, PA 19063
(610) 891-2000As filed for 2024
In effect since: July 1, 2018

Plans merged into this one: Elwyn New Jersey 403(b) Plan (2024).

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,397	$73.7 million	not listed
2023	2,577	$58.4 million	not listed
2022	3,152	$44.3 million	not listed
2021	2,837	$44.4 million	not listed
2020	3,107	$35.2 million	not listed
2019	2,873	$24.5 million	not listed
2018	2,760	$9.6 million	not listed

Elwyn, Inc. Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-1352117
Participants (2024): 2,320
Net assets (2024): $43.0 million
Plan administrator: Elwyn
111 Elwyn Road
Elwyn, PA 19063
(610) 891-2000As filed for 2024
In effect since: January 1, 1963

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,320	$43.0 million	not listed
2023	2,495	$44.5 million	not listed
2022	2,681	$47.1 million	not listed
2021	2,886	$65.0 million	not listed
2020	3,051	$69.7 million	not listed
2019	3,228	$70.5 million	not listed
2018	3,425	$71.2 million	not listed
2017	3,575	$77.2 million	not listed
2016	3,504	$68.6 million	not listed
2015	3,438	$67.2 million	not listed
2014	3,371	$69.2 million	not listed
2013	3,337	$66.2 million	not listed
2012	3,310	$59.3 million	not listed
2011	3,172	$53.4 million	not listed
2010	3,091	$55.4 million	not listed
2009	2,983	$52.5 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((610) 891-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Elwyn Defined Contribution 403(b) Plan

Elwyn, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

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