Other · DOL Form 5500 · 2022

Southwestern PA Human Services, Inc. Retirement Plan

Data updated 2026-08-11

$22M
Total assets
551
Participants
79th
Percentile by assets
$40,280
Avg per participant
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Official DOL plan name: Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan · Sponsored by Southwestern PA Human Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$22M in assets, 551 participants

Southwestern PA Human Services, Inc.'s Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan reported $22M in total assets and 551 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #16,449 in Healthcare & Social Assistance (20,060 peers)

Where Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits by assets

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $22M for 551 participants (~$40,280/participant), down 11.8% in 2022.

$22M
total plan assets (2022 EOY)
551
covered participants
79th
percentile by assets (of 139,126 plans)
$40,280
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.

Where Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits by total assets

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$22,194,007 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Pennsylvania
Industry
Healthcare & Social Assistance

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs the 2022 asset distribution

By assets, Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan outranks 79% 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)$25M
Net Assets (End of Year)$22M
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 Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Southwestern PA Huma…, Total assets ($B): 0.022194007 · Participants: 551Southwestern PA Huma…The University of Pe…, Total assets ($B): 5.530640141 · Participants: 13262The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 2.490968748 · Participants: 39740The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Co…
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Southwestern PA Human Services, Inc. Tax… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan assets move in 2022? ▼
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan pulled back noticeably - down 11.8% during 2022, from $25M to $22M. 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. Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan ranks in the 79th 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 Other plans are similar in size to Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in IA ($22M, 848 participants).

Next read for Southwestern PA Human Services, Inc. Tax…

Scale reading

Ways to act on Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan's numbers.

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.