Other · DOL Form 5500 · 2023
UPMC Retirement Plan
Data updated 2026-08-25
- $4.2B
- Total assets Very large vs avg
- 78,261
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $53,310
- Avg per participant Low balance/head
Official DOL plan name: Upmc 403(b) Retirement Savings Plan · Sponsored by UPMC · Pennsylvania · Healthcare & Social Assistance
$4.2B in assets, 78,261 participants
UPMC's Upmc 403(b) Retirement Savings Plan reported $4.2B in total assets and 78,261 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #17,649 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Upmc 403(b) Retirement Savings Plan covers 78,261 participants in Pennsylvania, 95x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4.2B.
- #17,649
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
- 42×
- vs typical plan assets (national mean)
Upmc 403(b) Retirement Savings Plan's outsized position by total assets
Upmc 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,172,068,489 Highest reported value at or above every one 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 403(b) Retirement Savings Plan's mega-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 403(b) Retirement Savings Plan is a mega filing (78,261 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upmc 403(b) Retirement Savings Plan reported net income rose from -$642M in the plan year 2022 filing to $703M in the plan year 2023 filing.
- Upmc 403(b) Retirement Savings Plan end-of-year assets rose from $3.5B in the plan year 2022 filing to $4.2B in the plan year 2023 filing.
- Upmc 403(b) Retirement Savings Plan reported participants rose from 75,307 in the plan year 2022 filing to 78,261 in the plan year 2023 filing.
DOL schedule card
Filing strip 251423657 · UPMC PY 2023 · Other
Upmc 403(b) Retirement Savings Plan · $4.2B · 78,261 · 100th
- EBSA $4.2B
- PART 78,261
- TYPE 100th
- NET Other
- BOOK near Columbia University Voluntary Retirement Savings Plan
- VS-ST ind #17649
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 →
Upmc 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | $703M |
| Employer EIN | 251423657 |
| Plan Effective Date | 1967-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UPMC)
Sponsor-wide plan assets over time
All UPMC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.6B 29.82490698385764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 237,521 | $9.7B |
| 2023 | 3 | 246,091 | $11.3B |
| 2024 | 3 | 252,147 | $12.6B |
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
- 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
- The Children's Hospital of Philadelphia Retirement Savings Plan $2.1B · 18,109
Scale composition for Upmc 403(b) Retirement Savings Plan
Upmc 403(b) Retirement Savings Plan reports $4.2B in end-of-year assets across 78,261 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.083% of 93,925,755 covered participants) - about $53,310 per participant (39% of the national average assets-per-participant) . Net income for plan year 2023 was $703M.
This plan identity (EIN 251423657, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $4.7B (+36.8%) while covered participants moved from 75,307 to 78,872 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 75,307 | $3.5B | Open filing |
| 2023 | 78,261 | $4.2B | This page |
| 2024 · index core | 78,872 | $4.7B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Upmc 401(a) Retirement Savings Plan (401(k), $4.9B, 98,482 participants)
- Upmc 403(b) Retirement Savings Plan (Other, $4.7B, 78,872 participants)
- Upmc Basic Retirement Plan (Defined Benefit (Pension), $3.0B, 74,793 participants)
Upmc 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Columbia University Voluntary Retirement Savings Plan in NY ($4.1B); by covered participants it is Mayo 403(b) Plan in MN (84,098 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.2B here).
- Columbia University Voluntary Retirement Savings Plan (NY) $4.1B · 23,835
- The Retirement Savings Plan (NY) $4.1B · 41,528
- Vanderbilt University Medical Center Retirement Plan (TN) $4.1B · 30,220
- University of Southern California Tax-Deferred Annuity Plan (CA) $4.3B · 21,764
Similar participant headcount
Nearest other-state filings by covered participants (78,261 participants); asset peers above are excluded.
- Mayo 403(b) Plan (MN) 84,098 · 5,837 off
- Cleveland Clinic Savings and Investment Plan (OH) 54,690 · 23,571 off
- Sutter Health 403(b) Savings Plan (CA) 50,273 · 27,988 off
- Fca US LLC UAW Savings Plan (MI) 49,473 · 28,788 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.