Other · DOL Form 5500 · 2022
Southwestern PA Human Services, Inc. Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 551
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $40,280
- Avg per participant Low balance/head
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.
- #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.
- #16,449
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- 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. Tax Sheltered Annuity Plan's outsized position 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
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. Tax Sheltered Annuity 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. Tax Sheltered Annuity Plan sits mid-pack in the medium band (551 participants).
DOL schedule card
Filing strip 251492288 · Southwestern PA Human Services, Inc. PY 2022 · Other
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan · $22M · 551 · 79th
- ASSETS $22M
- PCT 551
- EIN 79th
- RANK Other
- PHOTO near 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland
- IND ind #16449
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. Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$3M |
| Employer EIN | 251492288 |
| Plan Effective Date | 1969-12-01 |
| Filing Status | FILING 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
| 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.
- 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
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in IA ($22M); by covered participants it is 403(b) Thrift Plan of New York Road Runners Club, Inc. in NY (551 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (551 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.