401(k) · DOL Form 5500 · 2023
UPMC 401(k) Plan
Data updated 2026-08-06
- $4.3B
- Total assets
- 97,084
- Participants
- 100th
- Percentile by assets
- $43,905
- Avg per participant
Official DOL plan name: Upmc 401(a) Retirement Savings Plan · Sponsored by UPMC · Pennsylvania · Healthcare & Social Assistance
$4.3B in assets, 97,084 participants
UPMC's Upmc 401(a) Retirement Savings Plan reported $4.3B in total assets and 97,084 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.
- 100th percentile by assets (of 126,618 plans)
- #17,592 in Healthcare & Social Assistance (17,626 peers)
Coverage in Pennsylvania
Upmc 401(a) Retirement Savings Plan covers 97,084 participants in Pennsylvania, 118x the typical Pennsylvania plan (state average ~824 per filing). Assets: $4.3B.
- $4.3B
- total plan assets (2023 EOY)
- 97,084
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $43,905
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upmc 401(a) Retirement Savings Plan reported net income rose from -$610M in the plan year 2022 filing to $769M in the plan year 2023 filing.
- Upmc 401(a) Retirement Savings Plan end-of-year assets rose from $3.5B in the plan year 2022 filing to $4.3B in the plan year 2023 filing.
- Upmc 401(a) Retirement Savings Plan reported participants rose from 93,506 in the plan year 2022 filing to 97,084 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Upmc 401(a) Retirement Savings Plan reports 97,084 participants - 118x that state average ($4.3B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $769M |
| Employer EIN | 251423657 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UPMC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 237,521 | $9.7B |
| 2023 | 3 | 246,091 | $11.3B |
| 2024 | 3 | 252,147 | $12.6B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Upmc 401(a) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Upmc 401(a) Retirement Savings Plan
Upmc 401(a) Retirement Savings Plan reports $4.3B in end-of-year assets across 97,084 participants (0.037% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.11% of 89,805,449 covered participants) - about $43,905 per participant (32% of the national average assets-per-participant) . Net income for plan year 2023 was $769M.
This plan identity (EIN 251423657, plan #335) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $4.9B (+40.4%) while covered participants moved from 93,506 to 98,482 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 93,506 | $3.5B | Open filing |
| 2023 | 97,084 | $4.3B | This page |
| 2024 · index core | 98,482 | $4.9B | 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Upmc 401(a) Retirement Savings Plan by total assets, not by location.
- Dominion Energy Salaried Savings Plan (VA) $4.3B · 13,734
- Macys Inc 401(k) Retirement Investment Plan (OH) $4.3B · 120,254
- The Savings and Investment Plan (NY) $4.3B · 20,919
- Banner Health Employees 401(k) Plan (AZ) $4.3B · 52,452
Frequently Asked Questions
How did Upmc 401(a) Retirement Savings Plan assets move in 2023? ▼
How have UPMC plan assets changed over time? ▼
Where does Upmc 401(a) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Upmc 401(a) Retirement Savings Plan? ▼
Next read for Upmc 401(a) Retirement Savings Plan
Filing takeaways
Ways to act on Upmc 401(a) Retirement Savings Plan's numbers.
- By total assets, Upmc 401(a) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- UPMC's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans