Profit Sharing · DOL Form 5500 · 2022
University of Pittsburgh and Upmc Medical and Health Sciences Foundat Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 91
- Participants
- 65th
- Percentile by assets
- $110,634
- Avg per participant
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.
- 65th percentile by assets (of 139,126 plans)
- #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.
- $10M
- total plan assets (2022 EOY)
- 91
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $110,634
- avg assets per participant
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.
Where Pitt-Upmc Medical & Health Sciences Fdn 401a Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
University of Pittsburgh and Upmc Medical and Health Sciences Foundat across 3 plan years on file
Across the 3 plan years University of Pittsburgh and Upmc Medical and Health Sciences Foundat has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $27M, a gain of 32.4%, while reported participants moved from 184 to 178 (-3.3%). Peak year by sponsor assets: 2024 ($27M); trough: 2022 ($20M).
University of Pittsburgh and Upmc Medical and Health Sciences Foundat multi-year asset trail
| 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 EIN | 113708851 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING 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
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Pitt-Upmc Medical & Health Sciences Fdn 401a Plan by total assets, not by location.
- Rio Grande Pacific Corporation Profit Sharing Plan (TX) $10M · 220
- Altronix Corp. Profit Sharing Plan (NY) $10M · 176
- The Baldwin School of P.R. Profit Sharing Plan (PR) $10M · 135
- Asics Digital Inc. 401(k) Plan (MA) $10M · 166
Frequently Asked Questions
How did Pitt-Upmc Medical & Health Sciences Fdn 401a Plan assets move in 2022? ▼
How have University of Pittsburgh and Upmc Medical and Health Sciences Foundat plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Pitt-Upmc Medical & Health Sciences Fdn 401a Plan? ▼
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Multi-year trail
Ways to act on Pitt-Upmc Medical & Health Sciences Fdn 401a Plan's numbers.
- By total assets, Pitt-Upmc Medical & Health Sciences Fdn 401a Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- University of Pittsburgh and Upmc Medical and Health Sciences Foundat's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Educational Services plans