Defined Benefit (Pension) · DOL Form 5500 · 2022
UPMC Pension Plan
Data updated 2026-08-11
- $2.8B
- Total assets
- 68,708
- Participants
- 100th
- Percentile by assets
- $40,603
- Avg per participant
Official DOL plan name: Upmc Basic Retirement Plan · Sponsored by UPMC · Pennsylvania · Healthcare & Social Assistance
$2.8B in assets, 68,708 participants
UPMC's Upmc Basic Retirement Plan reported $2.8B in total assets and 68,708 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.
- 100th percentile by assets (of 139,126 plans)
- #20,015 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Upmc Basic Retirement Plan covers 68,708 participants in Pennsylvania, 84x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.8B.
- $2.8B
- total plan assets (2022 EOY)
- 68,708
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $40,603
- avg assets per participant
The plan reported a net loss of $379M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Upmc Basic Retirement Plan reports 68,708 participants - 84x that state average ($2.8B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | -$379M |
| Employer EIN | 251423657 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UPMC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 237,521 | $9.7B |
| 2023 | 3 | 246,091 | $11.3B |
| 2024 | 3 | 252,147 | $12.6B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Upmc Basic Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Scale composition for Upmc Basic Retirement Plan
Upmc Basic Retirement Plan reports $2.8B in end-of-year assets across 68,708 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.073% of 93,925,755 covered participants) - about $40,603 per participant (29% of the national average assets-per-participant) . Net income for plan year 2022 was -$379M.
This plan identity (EIN 251423657, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $3.0B (+7.9%) while covered participants moved from 68,708 to 74,793 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 68,708 | $2.8B | This page |
| 2023 | 70,746 | $2.8B | Open filing |
| 2024 · index core | 74,793 | $3.0B | 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Upmc Basic Retirement Plan by total assets, not by location.
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) $2.8B · 5,477
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (WA) $2.8B · 8,083
- Bjc Pension Plan (MO) $2.8B · 19,132
- Aftra Retirement Plan (NY) $2.7B · 17,771
Frequently Asked Questions
How did Upmc Basic Retirement Plan assets move in 2022? ▼
How have UPMC plan assets changed over time? ▼
Where does Upmc Basic Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Upmc Basic Retirement Plan? ▼
Next read for Upmc Basic Retirement Plan
Filing takeaways
Ways to act on Upmc Basic Retirement Plan's numbers.
- By total assets, Upmc Basic Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- UPMC's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans