Other · DOL Form 5500 · 2023
Upmc Western Maryland Corporation Retirement Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 1,099
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $75,669
- Avg per participant Below avg balance/head
Official DOL plan name: Upmc Western Maryland 403(b) Savings Plan · Sponsored by Upmc Western Maryland Corporation · Maryland · Healthcare & Social Assistance
$83M in assets, 1,099 participants
Upmc Western Maryland Corporation's Upmc Western Maryland 403(b) Savings Plan reported $83M in total assets and 1,099 participants in its 2023 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.
- #16,156 in Healthcare & Social Assistance (17,684 peers)
Where Upmc Western Maryland 403(b) Savings Plan sits by assets
Upmc Western Maryland 403(b) Savings Plan sits in the top 10% of all filed plans by assets, $83M for 1,099 participants (~$75,669/participant), up 1.1% in 2023.
- #16,156
- in Healthcare & Social Assistance (17,684 peers)
- +1.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Upmc Western Maryland 403(b) Savings Plan's outsized position by total assets
Upmc Western Maryland 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,159,881 Top 10% higher than 90% 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
Upmc Western Maryland 403(b) Savings Plan'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. Upmc Western Maryland 403(b) Savings Plan lands in the large band (1,099 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upmc Western Maryland 403(b) Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Upmc Western Maryland 403(b) Savings Plan reported participants fell from 1,696 in the plan year 2022 filing to 1,099 in the plan year 2023 filing.
- Upmc Western Maryland 403(b) Savings Plan end-of-year assets rose from $82M in the plan year 2022 filing to $83M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 520591531 · Upmc Western Maryland Corporation PY 2023 · Other
Upmc Western Maryland 403(b) Savings Plan · $83M · 1,099 · 90th
- EIN $83M
- RANK 1,099
- PHOTO 90th
- IND Other
- EOY near Iha 401(k) and Retirement Savings Plan
- 5500 ind #16156
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 Maryland →
Upmc Western Maryland 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $2M |
| Employer EIN | 520591531 |
| Plan Effective Date | 1962-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Western Maryland Corporation)
Sponsor-wide plan assets over time
All Upmc Western Maryland Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 0.77077719911629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,696 | $82M |
| 2023 | 1 | 1,099 | $83M |
| 2024 | 1 | 978 | $82M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Upmc Western Maryland 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Iha 401(k) and Retirement Savings Plan in IL ($83M); by covered participants it is Covia Communities 403(b) Plan in CA (1,099 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Iha 401(k) and Retirement Savings Plan (IL) $83M · 186
- Elon University Tax Deferred Annuity Plan (NC) $83M · 800
- Bancroft Defined Contribution Retirement Plan (NJ) $83M · 2,765
- Chmc Anesthesia Foundation, Inc. 403(b) Plan (MA) $83M · 153
Similar participant headcount
Nearest other-state filings by covered participants (1,099 participants); asset peers above are excluded.
- Covia Communities 403(b) Plan (CA) 1,099 · 0 off
- High Point Treatment Center, Inc. 403(b) Plan (MA) 1,101 · 2 off
- Springfield College Defined Contribution Retirement Plan (MA) 1,102 · 3 off
- Fairfield University Defined Contribution Retirement Plan (CT) 1,095 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.