Other · DOL Form 5500 · 2023
Upmc Western Maryland Corporation Retirement Plan
Data updated 2026-08-11
- $83M
- Total assets
- 1,099
- Participants
- 90th
- Percentile by assets
- $75,669
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $83M
- total plan assets (2023 EOY)
- 1,099
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $75,669
- avg assets per participant
Where Upmc Western Maryland 403(b) Savings Plan sits 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
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.
Upmc Western Maryland 403(b) Savings Plan vs the 2023 asset distribution
By assets, Upmc Western Maryland 403(b) Savings Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Upmc Western Maryland 403(b) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Upmc Western Maryland 403(b) Savings Plan assets move in 2023? ▼
How have Upmc Western Maryland Corporation plan assets changed over time? ▼
Where does Upmc Western Maryland 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Upmc Western Maryland 403(b) Savings Plan? ▼
Next read for Upmc Western Maryland 403(b) Savings Pla…
Scale reading
Ways to act on Upmc Western Maryland 403(b) Savings Plan's numbers.
- By total assets, Upmc Western Maryland 403(b) 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 Maryland. Compare plans
- Upmc Western Maryland Corporation's sponsor-wide assets have declined 0.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans