Other · DOL Form 5500 · 2023
Upmc Altoona Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,030
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $14,464
- Avg per participant Low balance/head
Official DOL plan name: Altoona Regional Health System 403(b) Plan · Sponsored by Upmc Altoona · Pennsylvania · Healthcare & Social Assistance
$15M in assets, 1,030 participants
Upmc Altoona's Altoona Regional Health System 403(b) Plan reported $15M in total assets and 1,030 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,740 in Healthcare & Social Assistance (17,684 peers)
Upmc Altoona multi-year trail
Upmc Altoona's plans moved +10.3% in assets from 2022 to 2024; this filing shows Altoona Regional Health System 403(b) Plan at $15M / 1,030 participants.
- #12,740
- in Healthcare & Social Assistance (17,684 peers)
- +4.9%
- assets growth YoY
Altoona Regional Health System 403(b) Plan's outsized position by total assets
Altoona Regional Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,898,086 Top 33% higher than 67% 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
Altoona Regional Health System 403(b) 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. Altoona Regional Health System 403(b) Plan lands in the large band (1,030 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Altoona Regional Health System 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $972K in the plan year 2023 filing.
- Altoona Regional Health System 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Altoona Regional Health System 403(b) Plan reported participants fell from 1,047 in the plan year 2022 filing to 1,030 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231352155 · Upmc Altoona PY 2023 · Other
Altoona Regional Health System 403(b) Plan · $15M · 1,030 · 67th
- RANK $15M
- PHOTO 1,030
- IND 67th
- EOY Other
- 5500 near Aaci 403(b) Retirement Plan
- ASSETS ind #12740
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 →
Altoona Regional Health System 403(b) Plan in the asset neighbourhood
Upmc Altoona multi-year asset trail
Sponsor-wide plan assets over time
All Upmc Altoona plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 10.336783752825776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,047 | $14M |
| 2023 | 1 | 1,030 | $15M |
| 2024 | 1 | 822 | $16M |
Upmc Altoona filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $972K |
| Employer EIN | 231352155 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
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
Altoona Regional Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Aaci 403(b) Retirement Plan in CA ($15M); by covered participants it is The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan in IL (1,031 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Aaci 403(b) Retirement Plan (CA) $15M · 245
- Hyde Schools' Employee Retirement Plan (ME) $15M · 135
- Touchtunes Music Company 401(k) Plan (NY) $15M · 138
- Charles E. Smith Life Communities 403(b) Plan (MD) $15M · 802
Similar participant headcount
Nearest other-state filings by covered participants (1,030 participants); asset peers above are excluded.
- The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan (IL) 1,031 · 1 off
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) 1,028 · 2 off
- Regional Enterprises, Inc. 403(b) Plan (WI) 1,027 · 3 off
- Clearbrook Pension Savings Plan (IL) 1,027 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.