Profit Sharing · DOL Form 5500 · 2022

University of Pittsburgh and Upmc Medical and Health Sciences Foundat Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
91
Participants Small participant base
65th
Percentile by assets National rank
$110,634
Avg per participant Below avg balance/head
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Official DOL plan name: Pitt-Upmc Medical & Health Sciences Fdn 401a Plan · Sponsored by University of Pittsburgh and Upmc Medical and Health Sciences Foundat · Pennsylvania · Educational Services

$10M in assets, 91 participants

University of Pittsburgh and Upmc Medical and Health Sciences Foundat's Pitt-Upmc Medical & Health Sciences Fdn 401a Plan reported $10M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,921 in Educational Services (4,024 peers)

University of Pittsburgh and Upmc Medical and Health Sciences Foundat multi-year trail

University of Pittsburgh and Upmc Medical and Health Sciences Foundat's plans moved +32.4% in assets from 2022 to 2024; this filing shows Pitt-Upmc Medical & Health Sciences Fdn 401a Plan at $10M / 91 participants.

#1,921
in Educational Services (4,024 peers)
-12.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan's mid-pack asset rank among Educational Services and all filers

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan vs every filed plan by assets

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

$10,067,687 Top 35% higher than 65% 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

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pitt-Upmc Medical & Health Sciences Fdn 401a Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 113708851 · University of Pittsburgh and Upmc Medical and Health Sciences Foundat PY 2022 · Profit Sharing

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan · $10M · 91 · 65th

  • BOOK $10M
  • VS-ST 91
  • BOY 65th
  • SCH Profit Sharing
  • EBSA near Rio Grande Pacific Corporation Profit Sharing Plan
  • PART ind #1921

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 Educational Services retirement plans → · Plans in Pennsylvania →

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan in the asset neighbourhood

Altronix Corp. Profit Sharing PlanAltronix Corp. Profit Sharin…$10MThe Baldwin School of P.R. Profit Sharing PlanThe Baldwin School of P.R. P…$10MPitt-Upmc Medical & Health Sciences Fdn 401a PlanPitt-Upmc Medical & Health S…$10MRio Grande Pacific Corporation Profit Sharing PlanRio Grande Pacific Corporati…$10MAsics Digital Inc. 401(k) PlanAsics Digital Inc. 401(k) Pl…$10M
End-of-year total assets ($M) among Pitt-Upmc Medical & Health Sciences Fdn 401a Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

University of Pittsburgh and Upmc Medical and Health Sciences Foundat multi-year asset trail

Sponsor-wide plan assets over time

All University of Pittsburgh and Upmc Medical and Health Sciences Foundat plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.42934075836194% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $27.1M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 184 $20M
2023 2 166 $25M
2024 2 178 $27M

University of Pittsburgh and Upmc Medical and Health Sciences Foundat filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN113708851
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Pitt-Upmc Medical & Health Sciences Fdn 401a Plan, Total assets ($B): 0.010067687 · Participants: 91Pitt-Upmc Medical & Health Sciences Fdn 401a PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Pitt-Upmc Medical & Health Sciences Fdn 401a Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Rio Grande Pacific Corporation Profit Sharing Plan in TX ($10M); by covered participants it is Teamsters Joint Council No. 41 Severance Plan in OH (91 participants). Same-state nearby plans are listed separately above.

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 Pitt-Upmc Medical & Health Sciences Fdn 401a Plan assets move in 2022? ▼
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan pulled back noticeably - down 12.8% during 2022, from $12M to $10M. Reported net income was -$1M.
How have University of Pittsburgh and Upmc Medical and Health Sciences Foundat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Pittsburgh and Upmc Medical and Health Sciences Foundat's sponsor-wide assets grew 32.4%, from $20M to $27M.
Which Profit Sharing plans are similar in size to Pitt-Upmc Medical & Health Sciences Fdn 401a Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rio Grande Pacific Corporation Profit Sharing Plan in TX ($10M, 220 participants).
Which Profit Sharing plans cover a similar participant headcount to Pitt-Upmc Medical & Health Sciences Fdn 401a Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Joint Council No. 41 Severance Plan in OH (91 participants, $3M in assets).