Other · DOL Form 5500 · 2022
Upmc Altoona Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 1,047
- Participants Near avg headcount
- 72nd
- Percentile by assets National rank
- $13,566
- Avg per participant Low balance/head
Official DOL plan name: Altoona Regional Health System 403(b) Plan · Sponsored by Upmc Altoona · Pennsylvania · Healthcare & Social Assistance
$14M in assets, 1,047 participants
Upmc Altoona's Altoona Regional Health System 403(b) Plan reported $14M in total assets and 1,047 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,285 in Healthcare & Social Assistance (20,060 peers)
Upmc Altoona multi-year trail
Upmc Altoona's plans moved +10.3% in assets from 2022 to 2024; this filing shows Altoona Regional Health System 403(b) Plan at $14M / 1,047 participants.
- #15,285
- in Healthcare & Social Assistance (20,060 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Altoona Regional Health System 403(b) Plan's outsized position by total assets
Altoona Regional Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,204,070 Top 28% higher than 72% 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
Altoona Regional Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altoona Regional Health System 403(b) Plan lands in the large band (1,047 participants).
EBSA filing schedule strip
Filing strip 231352155 · Upmc Altoona PY 2022 · Other
Altoona Regional Health System 403(b) Plan · $14M · 1,047 · 72nd
- PART $14M
- PART 1,047
- PART 72nd
- PART Other
- PART near Shenandoah Valley Medical System Inc. Retirement Plan
- PART ind #15285
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 →
Altoona Regional Health System 403(b) Plan in the asset neighbourhood
Upmc Altoona multi-year asset trail
Sponsor-wide plan assets over time
All Upmc Altoona plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 10.336783752825776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,047 | $14M |
| 2023 | 1 | 1,030 | $15M |
| 2024 | 1 | 822 | $16M |
Upmc Altoona filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 231352155 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Altoona Regional Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Shenandoah Valley Medical System Inc. Retirement Plan in WV ($14M); by covered participants it is Colgate University Defined Contribution Retirement in NY (1,047 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,047 participants); asset peers above are excluded.
- Colgate University Defined Contribution Retirement (NY) 1,047 · 0 off
- Bricklayers Union Local #1 of Missouri Supplemental Pension Plan (MO) 1,047 · 0 off
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) 1,049 · 2 off
- Morehouse School of Medicine 403(b) Plan (GA) 1,050 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.