Money Purchase · DOL Form 5500 · 2022

Southwestern PA Human Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
528
Participants Below avg headcount
77th
Percentile by assets National rank
$37,332
Avg per participant Low balance/head
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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.

  • #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.

#16,190
in Healthcare & Social Assistance (20,060 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Southwestern PA Human Services, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,711,054 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southwestern PA Human Services, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern PA Human Services, Inc. Pension Plan sits mid-pack in the medium band (528 participants).

EBSA filing schedule strip

Filing strip 251492288 · Southwestern PA Human Services, Inc. PY 2022 · Money Purchase

Southwestern PA Human Services, Inc. Pension Plan · $20M · 528 · 77th

  • BOY $20M
  • SCH 528
  • EBSA 77th
  • PART Money Purchase
  • TYPE near Au Medical Associates Employees' Money Purchase Pension Plan
  • NET ind #16190

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 →

Southwestern PA Human Services, Inc. Pension Plan in the asset neighbourhood

Community Hospital Employees Pension PlanCommunity Hospital Employees…$20MAu Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employ…$20MSouthwestern PA Human Services, Inc. Pension PlanSouthwestern PA Human Servic…$20MFos Feminista Money Purchase Pension PlanFos Feminista Money Purchase…$20MNorthwestern Medical Center, Inc. Money Purchase Pension PlanNorthwestern Medical Center,…$20M
End-of-year total assets ($M) among Southwestern PA Human Services, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Southwestern PA Human Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 16.362725256503026% vs 2022
2024 filing year
$40M$45M$50M 202220232024 $41.9M $48.8M ▲ +16.3%
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 Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Southwestern PA Human Services, Inc. Pension Plan, Total assets ($M): 19.711054 · Participants: 528Southwestern PA Human Services, Inc. Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Southwestern PA Human Services, Inc. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Southwestern PA Human Services, Inc. Pension Plan side-by-side with 3 peers →

Southwestern PA Human Services, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($20M); by covered participants it is Northwest Employees Retirement Plan in WA (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (528 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Money Purchase plans cover a similar participant headcount to Southwestern PA Human Services, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwest Employees Retirement Plan in WA (528 participants, $10M in assets).

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) - original filing retrieval by EIN 251492288.

Read our methodology - how this data is sourced, computed, and verified.

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