Money Purchase · DOL Form 5500 · 2022

Southwestern PA Human Services, Inc. Money Purchase Plan

Data updated 2026-08-11

$20M
Total assets
528
Participants
77th
Percentile by assets
$37,332
Avg per participant
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Official DOL plan name: Southwestern PA Human Services, Inc. Pension Plan · Sponsored by Southwestern PA Human Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$20M in assets, 528 participants

Southwestern PA Human Services, Inc.'s Southwestern PA Human Services, Inc. Pension Plan reported $20M in total assets and 528 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #16,190 in Healthcare & Social Assistance (20,060 peers)

Where Southwestern PA Human Services, Inc. Pension Plan sits by assets

Southwestern PA Human Services, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $20M for 528 participants (~$37,332/participant), down 13.1% in 2022.

$20M
total plan assets (2022 EOY)
528
covered participants
77th
percentile by assets (of 139,126 plans)
$37,332
avg assets per participant

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.

Southwestern PA Human Services, Inc. Pension Plan vs the 2022 asset distribution

By assets, Southwestern PA Human Services, Inc. Pension Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN251492288
Plan Effective Date1969-12-01
Filing StatusFILING RECEIVED

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

$40M$45M$50M 202220232024 $41.9M $48.8M ▲ +16.3%
Total plan assets by year, all Southwestern PA Human Services, Inc. plans on file
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, same state, same plan type, ranked by total assets.

Southwestern PA Human Services, Inc. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Southwestern PA Human Services, Inc. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Southwestern PA Huma…Central Pennsylvania…Duane Morris Retirem…IBEW Local Union 375…Milton Hershey Schoo…Dentons Cohen & Grig…
Southwestern PA Human Services, Inc. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Southwestern PA Human Services, Inc. Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Southwestern PA Human Services, Inc. Pension Plan assets move in 2022?
Southwestern PA Human Services, Inc. Pension Plan pulled back noticeably - down 13.1% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Southwestern PA Human Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southwestern PA Human Services, Inc.'s sponsor-wide assets grew 16.4%, from $42M to $49M.
Where does Southwestern PA Human Services, Inc. Pension Plan rank by assets among Form 5500 filers?
Southwestern PA Human Services, Inc. Pension Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Southwestern PA Human Services, Inc. Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($20M, 340 participants).

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Ways to act on Southwestern PA Human Services, Inc. Pension Plan's numbers.