Other · DOL Form 5500 · 2023
West Penn Allegheny Health System Retirement Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 6,182
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $188,226
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Savings Plan for Employees of West Penn Allegheny Health System · Sponsored by West Penn Allegheny Health System · Pennsylvania · Healthcare & Social Assistance
$1.2B in assets, 6,182 participants
West Penn Allegheny Health System's Retirement Savings Plan for Employees of West Penn Allegheny Health System reported $1.2B in total assets and 6,182 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,505 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Retirement Savings Plan for Employees of West Penn Allegheny Health System covers 6,182 participants in Pennsylvania, 7.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.2B.
- #17,505
- in Healthcare & Social Assistance (17,684 peers)
- +22.4%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Retirement Savings Plan for Employees of West Penn Allegheny Health System's outsized position by total assets
Retirement Savings Plan for Employees of West Penn Allegheny Health System vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,163,610,632 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Savings Plan for Employees of West Penn Allegheny Health System's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan for Employees of West Penn Allegheny Health System lands in the large band (6,182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Savings Plan for Employees of West Penn Allegheny Health System reported net income rose from -$294M in the plan year 2022 filing to $99M in the plan year 2023 filing.
- Retirement Savings Plan for Employees of West Penn Allegheny Health System end-of-year assets rose from $951M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Retirement Savings Plan for Employees of West Penn Allegheny Health System reported participants fell from 6,614 in the plan year 2022 filing to 6,182 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250969492 · West Penn Allegheny Health System PY 2023 · Other
Retirement Savings Plan for Employees of West Penn Allegheny Health System · $1.2B · 6,182 · 99th
- EBSA $1.2B
- PART 6,182
- TYPE 99th
- NET Other
- BOOK near Lifespan Corporation 403(b)Retirement Plan
- VS-ST ind #17505
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 →
Retirement Savings Plan for Employees of West Penn Allegheny Health System in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $951M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $99M |
| Employer EIN | 250969492 |
| Plan Effective Date | 1964-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Penn Allegheny Health System)
Sponsor-wide plan assets over time
All West Penn Allegheny Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 28.3832368998521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,614 | $951M |
| 2023 | 1 | 6,182 | $1.2B |
| 2024 | 1 | 7,174 | $1.2B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for Retirement Savings Plan for Employees of West Penn Allegheny Health System
Retirement Savings Plan for Employees of West Penn Allegheny Health System reports $1.2B in end-of-year assets across 6,182 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $188,226 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $99M.
This plan identity (EIN 250969492, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $951M to $1.2B (+28.4%) while covered participants moved from 6,614 to 7,174 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,614 | $951M | Open filing |
| 2023 | 6,182 | $1.2B | This page |
| 2024 · index core | 7,174 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (Other, $1.2B, 7,174 participants)
Retirement Savings Plan for Employees of West Penn Allegheny Health System's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Lifespan Corporation 403(b)Retirement Plan in RI ($1.2B); by covered participants it is Targetcw 401(k) Plan in CA (6,188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Lifespan Corporation 403(b)Retirement Plan (RI) $1.2B · 9,416
- New York University Supplemental Tax Deferred Annuity Plan (NY) $1.2B · 17,231
- Hofstra University Pension Plan (NY) $1.2B · 2,306
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) $1.1B · 972
Similar participant headcount
Nearest other-state filings by covered participants (6,182 participants); asset peers above are excluded.
- Targetcw 401(k) Plan (CA) 6,188 · 6 off
- Navicent Health 403(b) Retirement Savings Plan (GA) 6,167 · 15 off
- Pih Health, Inc. 403(b) Plan (CA) 6,165 · 17 off
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) 6,234 · 52 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.