Trustees of the Univ. of Penn 401(k) match, vesting and fees
What Trustees of the Univ. of Penn's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Inv Instl Ops | Schedule C ↗ |
| Independent auditor | Horsey,buckner & Heffler LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Trustees of the Univ. of Penn: employer contribution per participant | $3,685 | |
| Peer median | $2,155 |
| Trustees of the Univ. of Penn: average balance | $27,820 | |
| Peer median | $66,935 |
| Trustees of the Univ. of Penn: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $889M at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 47,760 | $1.1B | $147M | $3,685 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 45,173 | $889M | $134M | $3,558 | 0.05% | Not published | Form 5500 ↗ |
Other Trustees of the Univ. of Penn plans (7)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The University of Pennsylvania Health System 403(b) Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Instl Ops Cp | Schedule C ↗ |
| Independent auditor | Horsey, Buckner & Heffler, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The University of Pennsylvania Matching Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Mgs LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Supplemental Retirement Annuity Plan of the University of Pennsylvania
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Mgs LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
University of Pennsylvania Basic Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Mgs LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
University of Pennsylvania Health Sysytem Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Horsey, Buckner & Heffler, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Retirement Allowance Plan of the University of Pennsylvania
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Mgs LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Mgs LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Trustees of the Univ. of Penn match 401(k) contributions?
The match terms for the Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System have not been published from its filing yet. The plan year 2024 filing reports $147M in employer contributions, about $3,685 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of the Univ. of Penn 401(k) match vested?
The vesting schedule for the Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of the Univ. of Penn 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Instl Ops. The plan administrator is Trustees of the Univ. of Penn.
I left Trustees of the Univ. of Penn. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of the Univ. of Penn, (215) 615-2623) or the recordkeeper, Fidelity Inv Instl Ops. The Trustees of the Univ. of Penn old 401(k) page lists the contacts from every plan filing. Find an old Trustees of the Univ. of Penn 401(k)
Data from the public Form 5500 annual reports Trustees of the Univ. of Penn filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of the Univ. of Penn. Not financial advice. Report a correction · Methodology