Profit Sharing · DOL Form 5500 · 2022

Upland Hills Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
581
Participants Below avg headcount
89th
Percentile by assets National rank
$94,538
Avg per participant Below avg balance/head
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Official DOL plan name: Upland Hills Health 403(b) Retirement Plan · Sponsored by Upland Hills Health, Inc. · Wisconsin · Healthcare & Social Assistance

$55M in assets, 581 participants

Upland Hills Health, Inc.'s Upland Hills Health 403(b) Retirement Plan reported $55M in total assets and 581 participants in its 2022 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,143 in Healthcare & Social Assistance (20,060 peers)

Where Upland Hills Health 403(b) Retirement Plan sits by assets

Upland Hills Health 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 581 participants (~$94,538/participant), down 19.7% in 2022.

#18,143
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upland Hills Health 403(b) Retirement Plan's outsized position by total assets

Upland Hills Health 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$54,926,735 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Upland Hills Health 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upland Hills Health 403(b) Retirement Plan sits mid-pack in the medium band (581 participants).

Plan-year Form 5500 strip

Filing strip 421017512 · Upland Hills Health, Inc. PY 2022 · Profit Sharing

Upland Hills Health 403(b) Retirement Plan · $55M · 581 · 89th

  • SCH $55M
  • EBSA 581
  • PART 89th
  • TYPE Profit Sharing
  • NET near Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund
  • BOOK ind #18143

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Upland Hills Health 403(b) Retirement Plan in the asset neighbourhood

Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust FundIronworkers Local No 55 Prof…$55MUpland Hills Health 403(b) Retirement PlanUpland Hills Health 403(b) R…$55MOneida Healthcare Center 403(b) PlanOneida Healthcare Center 403…$55MCement Masons and Plasterers Local 518 Defined Contribution FundCement Masons and Plasterers…$55MOns Savings Plan$55M
End-of-year total assets ($M) among Upland Hills Health 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$55M
Net Income-$13M
Employer EIN421017512
Plan Effective Date1990-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Upland Hills Health, Inc.)

Sponsor-wide plan assets over time

All Upland Hills Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 43.168151174469045% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.9M $78.6M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 581 $55M
2023 1 606 $67M
2024 1 637 $79M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Upland Hills Health 403(b) Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Upland Hills Health 403(b) Retirement Plan, Total assets ($B): 0.054926735 · Participants: 581Upland Hills Health 403(b) Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Upland Hills Health 403(b) Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Upland Hills Health 403(b) Retirement Plan side-by-side with 3 peers →

Upland Hills Health 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($55M); by covered participants it is World Resources Institute Pension Plan in DC (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upland Hills Health 403(b) Retirement Plan assets move in 2022? ▼
Upland Hills Health 403(b) Retirement Plan declined sharply - down 19.7% during 2022, from $68M to $55M. Reported net income was -$13M.
How have Upland Hills Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upland Hills Health, Inc.'s sponsor-wide assets grew 43.2%, from $55M to $79M.
Where does Upland Hills Health 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Upland Hills Health 403(b) Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Upland Hills Health 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($55M, 702 participants).
Which Profit Sharing plans cover a similar participant headcount to Upland Hills Health 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is World Resources Institute Pension Plan in DC (583 participants, $80M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421017512.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.