Other · DOL Form 5500 · 2022

Upmc Hamot Retirement Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,535
Participants Near avg headcount
90th
Percentile by assets National rank
$44,282
Avg per participant Low balance/head
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Official DOL plan name: Hamot Health Foundation Employee Tax-Deferred Savings Plan · Sponsored by Upmc Hamot · Pennsylvania · Healthcare & Social Assistance

$68M in assets, 1,535 participants

Upmc Hamot's Hamot Health Foundation Employee Tax-Deferred Savings Plan reported $68M in total assets and 1,535 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,414 in Healthcare & Social Assistance (20,060 peers)

Where Hamot Health Foundation Employee Tax-Deferred Savings Plan sits by assets

Hamot Health Foundation Employee Tax-Deferred Savings Plan sits in the top 10% of all filed plans by assets, $68M for 1,535 participants (~$44,282/participant), down 0.7% in 2022.

#18,414
in Healthcare & Social Assistance (20,060 peers)
-0.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $443K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamot Health Foundation Employee Tax-Deferred Savings Plan's outsized position by total assets

Hamot Health Foundation Employee Tax-Deferred Savings Plan vs every filed plan by assets

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

$67,973,145 Top 10% higher than 90% 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

Hamot Health Foundation Employee Tax-Deferred Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamot Health Foundation Employee Tax-Deferred Savings Plan lands in the large band (1,535 participants).

DOL schedule card

Filing strip 250965387 · Upmc Hamot PY 2022 · Other

Hamot Health Foundation Employee Tax-Deferred Savings Plan · $68M · 1,535 · 90th

  • RANK $68M
  • PHOTO 1,535
  • IND 90th
  • EOY Other
  • 5500 near American Council on Education 403(b) Retirement Plan
  • ASSETS ind #18414

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 →

Hamot Health Foundation Employee Tax-Deferred Savings Plan in the asset neighbourhood

Purdue Research Foundation Defined Contribution Retirement PlanPurdue Research Foundation D…$68MUab Health System 403(b) Retirement PlanUab Health System 403(b) Ret…$68MAmerican Council on Education 403(b) Retirement PlanAmerican Council on Educatio…$68MHamot Health Foundation Employee Tax-Deferred Savings PlanHamot Health Foundation Empl…$68MSt. Marks School of Texas Matching PlanSt. Marks School of Texas Ma…$68M
End-of-year total assets ($M) among Hamot Health Foundation Employee Tax-Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$68M
Net Income-$443K
Employer EIN250965387
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upmc Hamot)

Sponsor-wide plan assets over time

All Upmc Hamot plans reported in each filing year

Latest sponsor-wide plan assets
$65M 4.674403398577482% vs 2022
2024 filing year
$64M$66M$68M$70M 202220232024 $68M $64.8M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 1,535 $68M
2023 1 764 $69M
2024 1 714 $65M

Nearby Other Plans in Pennsylvania

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

Hamot Health Foundation Employee Tax-Deferred Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Hamot Health Foundation Employee Tax-Deferred Savings Plan, Total assets ($B): 0.067973145 · Participants: 1535Hamot Health Foundation Employee Tax-Deferred Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Hamot Health Foundation Employee Tax-Deferred Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Hamot Health Foundation Employee Tax-Deferred Savings Plan side-by-side with 3 peers →

Hamot Health Foundation Employee Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is American Council on Education 403(b) Retirement Plan in DC ($68M); by covered participants it is Moody Bible Institute Retirement Plan in IL (1,524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,535 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 Hamot Health Foundation Employee Tax-Deferred Savings Plan assets move in 2022? ▼
Hamot Health Foundation Employee Tax-Deferred Savings Plan held essentially flat - down 0.7% during 2022, from $68M to $68M. Reported net income was -$443K.
How have Upmc Hamot plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upmc Hamot's sponsor-wide assets declined 4.7%, from $68M to $65M.
Where does Hamot Health Foundation Employee Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Hamot Health Foundation Employee Tax-Deferred Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hamot Health Foundation Employee Tax-Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is American Council on Education 403(b) Retirement Plan in DC ($68M, 137 participants).
Which Other plans cover a similar participant headcount to Hamot Health Foundation Employee Tax-Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Moody Bible Institute Retirement Plan in IL (1,524 participants, $42M 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 250965387.

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.