Other · DOL Form 5500 · 2023
Upmc Chautauqua at Wca Retirement Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $307,011
- Avg per participant High balance/head
Official DOL plan name: Wca Hospital 403(b) Retirement Savings Plan · Sponsored by Upmc Chautauqua at Wca · New York · Healthcare & Social Assistance
$64M in assets, 209 participants
Upmc Chautauqua at Wca's Wca Hospital 403(b) Retirement Savings Plan reported $64M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,851 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Wca Hospital 403(b) Retirement Savings Plan covers 209 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $64M.
- #15,851
- in Healthcare & Social Assistance (17,684 peers)
- +3.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Wca Hospital 403(b) Retirement Savings Plan's outsized position by total assets
Wca Hospital 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,165,287 Top 12% higher than 88% 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
Wca Hospital 403(b) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wca Hospital 403(b) Retirement Savings Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wca Hospital 403(b) Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wca Hospital 403(b) Retirement Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Wca Hospital 403(b) Retirement Savings Plan reported participants fell from 214 in the plan year 2022 filing to 209 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 160743226 · Upmc Chautauqua at Wca PY 2023 · Other
Wca Hospital 403(b) Retirement Savings Plan · $64M · 209 · 88th
- BOY $64M
- SCH 209
- EBSA 88th
- PART Other
- TYPE near University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan
- NET ind #15851
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 New York →
Wca Hospital 403(b) Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $2M |
| Employer EIN | 160743226 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Chautauqua at Wca)
Sponsor-wide plan assets over time
All Upmc Chautauqua at Wca plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 1.2584630810853503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $62M |
| 2023 | 1 | 209 | $64M |
| 2024 | 1 | 308 | $63M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Wca Hospital 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan in MO ($64M); by covered participants it is Hospice of the Piedmont, Inc. Matching Thrift Plan in NC (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan (MO) $64M · 263
- NECA-IBEW Local Union 1701 Pension Benefit Trust Fund (MI) $64M · 414
- Mount St. Joseph University Defined Contribution Plan (OH) $64M · 390
- Carnegie Library of Pittsburgh Retirement Savings Plan (PA) $64M · 304
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.