Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Southwestern PA Human Services, Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Southwestern PA Human Services, Inc. Β· Pennsylvania Β· Healthcare & Social Assistance

What the 2023 filing shows

Southwestern PA Human Services, Inc. Pension Plan holds $20M for 528 participants - about $37,332 per participant, down 13.1% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
528
covered participants
$37,332
avg assets per participant
-13.1%
assets change YoY

The plan reported a net loss of $3M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$20M
Participants
528
State
Industry
Healthcare & Social Assistance

What the Filing Says About Southwestern PA Human Services, Inc. Pension Plan

Southwestern PA Human Services, Inc. Pension Plan is a Money Purchase retirement plan sponsored by Southwestern PA Human Services, Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 528 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251492288, and the plan has been effective since 1969-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end β€” a decline of 13.1%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-2,959,246 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-2,959,246
Plan TypeMoney Purchase
Employer EIN251492288
Plan Effective Date1969-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern PA Human Services, Inc.)

Year Plans Participants Total Assets
2022 2 1,079 $42M
2023 2 1,081 $47M
2024 2 1,066 $49M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southwestern PA Human Services, Inc. Pension Plan?
As of the 2022 Form 5500 filing, Southwestern PA Human Services, Inc. Pension Plan holds $20M in total assets with 528 participants. It is sponsored by Southwestern PA Human Services, Inc..
What type of plan is Southwestern PA Human Services, Inc. Pension Plan?
Southwestern PA Human Services, Inc. Pension Plan is a Money Purchase plan. It has been effective since 1969-12-01. The plan is filed with the U.S. Department of Labor under EIN 251492288.
Who sponsors the Southwestern PA Human Services, Inc. Pension Plan?
Southwestern PA Human Services, Inc. Pension Plan is sponsored by Southwestern PA Human Services, Inc., located in Pennsylvania. The sponsor's EIN is 251492288 and the plan operates in the Healthcare & Social Assistance industry.
How did Southwestern PA Human Services, Inc. Pension Plan perform in 2022?
Southwestern PA Human Services, Inc. Pension Plan declined by 13.1% during 2022, moving from $23M to $20M in total assets. Net income was $-2,959,246.
Where can I find official filings for Southwestern PA Human Services, Inc. Pension Plan?
Official Form 5500 filings for Southwestern PA Human Services, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251492288 or plan name at efast.dol.gov.
How does Southwestern PA Human Services, Inc. Pension Plan compare to other plans?
You can compare Southwestern PA Human Services, Inc. Pension Plan against other Money Purchase plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 251492288.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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