Profit Sharing · DOL Form 5500 · 2022
Upland Hills Health, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $55M
- Total assets
- 581
- Participants
- 89th
- Percentile by assets
- $94,538
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $55M
- total plan assets (2022 EOY)
- 581
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $94,538
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Upland Hills Health 403(b) Retirement Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$13M |
| Employer EIN | 421017512 |
| Plan Effective Date | 1990-11-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upland Hills Health, Inc.)
| 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
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Upland Hills Health 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Upland Hills Health 403(b) Retirement Plan assets move in 2022? ▼
How have Upland Hills Health, Inc. plan assets changed over time? ▼
Where does Upland Hills Health 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Upland Hills Health 403(b) Retirement Plan? ▼
Next read for Upland Hills Health 403(b) Retirement Pl…
Scale reading
Ways to act on Upland Hills Health 403(b) Retirement Plan's numbers.
- By total assets, Upland Hills Health 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Upland Hills Health, Inc.'s sponsor-wide assets have grown 43.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans