401(k) · DOL Form 5500 · 2022
UPMC 401(k) Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 93,506
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $37,344
- Avg per participant Low balance/head
Official DOL plan name: Upmc 401(a) Retirement Savings Plan · Sponsored by UPMC · Pennsylvania · Healthcare & Social Assistance
$3.5B in assets, 93,506 participants
UPMC's Upmc 401(a) Retirement Savings Plan reported $3.5B in total assets and 93,506 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,025 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Upmc 401(a) Retirement Savings Plan covers 93,506 participants in Pennsylvania, 114x the typical Pennsylvania plan (state average ~822 per filing). Assets: $3.5B.
- #20,025
- in Healthcare & Social Assistance (20,060 peers)
- -14.8%
- assets change YoY
- 35×
- vs typical plan assets (national mean)
The plan reported a net loss of $610M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upmc 401(a) Retirement Savings Plan's outsized position by total assets
Upmc 401(a) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,491,873,258 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Upmc 401(a) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upmc 401(a) Retirement Savings Plan is a mega filing (93,506 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 251423657 · UPMC PY 2022 · 401(k)
Upmc 401(a) Retirement Savings Plan · $3.5B · 93,506 · 100th
- PART $3.5B
- PART 93,506
- PART 100th
- PART 401(k)
- PART near Firstenergy Corp. Savings Plan
- PART ind #20025
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 Pennsylvania →
Upmc 401(a) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4.1B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | -$610M |
| Employer EIN | 251423657 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UPMC)
Sponsor-wide plan assets over time
All UPMC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.6B 29.82490698385764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 237,521 | $9.7B |
| 2023 | 3 | 246,091 | $11.3B |
| 2024 | 3 | 252,147 | $12.6B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Scale composition for Upmc 401(a) Retirement Savings Plan
Upmc 401(a) Retirement Savings Plan reports $3.5B in end-of-year assets across 93,506 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.100% of 93,925,755 covered participants) - about $37,344 per participant (27% of the national average assets-per-participant) . Net income for plan year 2022 was -$610M.
This plan identity (EIN 251423657, plan #335) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $4.9B (+40.4%) while covered participants moved from 93,506 to 98,482 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 93,506 | $3.5B | This page |
| 2023 | 97,084 | $4.3B | Open filing |
| 2024 · index core | 98,482 | $4.9B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Upmc 401(a) Retirement Savings Plan (401(k), $4.9B, 98,482 participants)
- Upmc 403(b) Retirement Savings Plan (Other, $4.7B, 78,872 participants)
- Upmc Basic Retirement Plan (Defined Benefit (Pension), $3.0B, 74,793 participants)
Upmc 401(a) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Firstenergy Corp. Savings Plan in OH ($3.5B); by covered participants it is Randstad North America 401(k) Plan in GA (93,427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- Firstenergy Corp. Savings Plan (OH) $3.5B · 11,979
- Nordstrom 401(k) Plan (WA) $3.5B · 69,744
- Fresenius Medical Care North America 401 (K) Savings Plan (MA) $3.5B · 63,529
- Massmutual Thrift Plan (MA) $3.6B · 15,229
Similar participant headcount
Nearest other-state filings by covered participants (93,506 participants); asset peers above are excluded.
- Randstad North America 401(k) Plan (GA) 93,427 · 79 off
- Northrop Grumman Savings Plan (VA) 92,420 · 1,086 off
- Charter Communications, Inc. 401(k) Savings Plan (NC) 95,370 · 1,864 off
- 401(k) Savings Plan (WA) 95,581 · 2,075 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.