Univ. of Penn, Philadelphia, PA. EIN 23-1352685. Annual reports 2009–2024. Also filed as University of Pennsylvania; University of PA; Clinical Care Associates of the University of PA Health System; Univeristy of Pennsylvania.
Univ. of Penn has 8 active retirement plans on file. The largest is the The University of Pennsylvania Health System 403(b) Retirement Savings Plan, with 56,762 participants and $3.6 billion in assets in 2024. Fidelity has been its recordkeeper since 2021.
Earlier sponsors: Clinical Care Associates of the University of PA Health System (2009–2010); University of Pennsylvania (2011); Univeristy of Pennsylvania (2012).
Earlier plan names: Clinical Care Associates Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
47,760
$1.1 billion
Fidelity
2023
45,173
$889 million
Fidelity
2022
43,400
$656 million
Fidelity
2021
39,213
$781 million
Fidelity
2020
19,378
$463 million
Vanguard
2019
17,366
$390 million
Vanguard
2018
15,769
$286 million
Vanguard
2017
12,096
$264 million
Vanguard
2016
11,408
$194 million
Vanguard
2015
10,048
$155 million
Vanguard
2014
13,944
$134 million
Vanguard
2013
6,665
$90.2 million
Vanguard
2012
7,688
$62.7 million
Vanguard
2011
4,467
$44.6 million
Vanguard
2010
1,530
$35.9 million
Merrill
2009
1,709
$35.8 million
Merrill
University of Pennsylvania Basic Plan
Profit-sharing planActive
Active. The plan filed its annual report for the 2024 plan year.
Earlier plan names: Retirement Plan of the Hospital of the University of Pennsylvania, Presbyterian Medical Center and the Pennsylvania Hospital; Retirement Plan of the Hospital of the University of Pennsylvania, Presbyterian Medical Center, and the Pennsylvania Hospital; University of Pennsylvania Health System Pension Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
23,429
$2.8 billion
not listed
2023
23,620
$2.8 billion
not listed
2022
23,822
$2.9 billion
not listed
2021
15,252
$2.2 billion
not listed
2020
15,357
$2.3 billion
not listed
2019
15,411
$1.8 billion
not listed
2018
17,833
$1.7 billion
not listed
2017
17,940
$1.7 billion
not listed
2016
20,835
$1.6 billion
not listed
2015
20,933
$1.4 billion
not listed
2013
21,188
$1.3 billion
not listed
2012
21,293
$1.1 billion
not listed
2011
21,548
$930 million
not listed
2010
21,630
$838 million
not listed
2009
21,472
$669 million
not listed
Retirement Allowance Plan of the University of Pennsylvania
Pension (defined benefit)Active
Active. The plan filed its annual report for the 2024 plan year.
Vice President for Public Safety 4040 Chestnut Street Philadelphia, PA 19104 (215) 898-7515As filed for 2024
In effect since
August 1, 1999
Earlier sponsor: University of Pennsylvania (2009–2015).
Earlier plan names: University of Pennsylvania Fraternal Order of Police, Pennsylvania Lodge 113, Defined Benefit Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
206
$32.7 million
not listed
2023
196
$30.4 million
Ascensus
2022
193
$30.2 million
Newport
2021
192
$28.6 million
not listed
2020
183
$36.6 million
Newport
2019
175
$28.5 million
Newport
2018
178
$27.3 million
Newport
2017
169
$23.6 million
Newport
2016
163
$21.1 million
not listed
2015
156
$18.0 million
not listed
2014
151
$16.5 million
Newport
2013
149
$15.1 million
not listed
2012
146
$12.0 million
not listed
2011
140
$9.6 million
not listed
2010
137
$8.7 million
not listed
2009
138
$6.7 million
not listed
TIAA Cref Retirement Plan for Senior Management
403(b)Closed
Closed. The plan filed its final annual report for 2009, which means its assets were paid out or moved and it no longer exists.
Plan number
009Employer EIN 23-1352685
Plan administrator
University of Pennsylvania 3001 Market Street, Suite 320 Philadelphia, PA 19104 (215) 615-2622As filed for 2009
In effect since
July 1, 1982
TIAA Cref Retirement Plan for Executive Management
403(b)Closed
Closed. The plan filed its final annual report for 2009, which means its assets were paid out or moved and it no longer exists.
Plan number
010Employer EIN 23-1352685
Plan administrator
University of Pennsylvania 3001 Market Street, Suite 320 Philadelphia, PA 19104 (215) 615-2622As filed for 2009
In effect since
July 1, 1982
Vanguard Basic Retirement Plan for Senior Management Employees
403(b)Closed
Closed. The plan filed its final annual report for 2009, which means its assets were paid out or moved and it no longer exists.
Plan number
014Employer EIN 23-1352685
Plan administrator
University of Pennsylvania 3001 Market Street, Suite 320 Philadelphia, PA 19104 (215) 615-2622As filed for 2009
In effect since
July 1, 1984
Vanguard Basic Retirement Plan for Executive Management Staff
403(b)Closed
Closed. The plan filed its final annual report for 2009, which means its assets were paid out or moved and it no longer exists.
Plan number
013Employer EIN 23-1352685
Plan administrator
University of Pennsylvania 3001 Market Street, Suite 320 Philadelphia, PA 19104 (215) 615-2696As filed for 2009
In effect since
July 1, 1984
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the The University of Pennsylvania Health System 403(b) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((215) 615-2623). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.