Other · DOL Form 5500 · 2022
Upmc Hamot Retirement Plan
Data updated 2026-08-11
- $68M
- Total assets
- 1,535
- Participants
- 90th
- Percentile by assets
- $44,282
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $68M
- total plan assets (2022 EOY)
- 1,535
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $44,282
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Hamot Health Foundation Employee Tax-Deferred Savings Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$443K |
| Employer EIN | 250965387 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Hamot)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hamot Health Foundation Employee Tax-Deferred Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Hamot Health Foundation Employee Tax-Deferred Savings Plan assets move in 2022? ▼
How have Upmc Hamot plan assets changed over time? ▼
Where does Hamot Health Foundation Employee Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Hamot Health Foundation Employee Tax-Deferred Savings Plan? ▼
Next read for Hamot Health Foundation Employee Tax-Def…
Scale reading
Ways to act on Hamot Health Foundation Employee Tax-Deferred Savings Plan's numbers.
- By total assets, Hamot Health Foundation Employee Tax-Deferred Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Upmc Hamot's sponsor-wide assets have declined 4.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans