Profit Sharing · DOL Form 5500 · 2023
Upland Hills Health, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $67M
- Total assets
- 606
- Participants
- 88th
- Percentile by assets
- $110,769
- Avg per participant
Official DOL plan name: Upland Hills Health 403(b) Retirement Plan · Sponsored by Upland Hills Health, Inc. · Wisconsin · Healthcare & Social Assistance
$67M in assets, 606 participants
Upland Hills Health, Inc.'s Upland Hills Health 403(b) Retirement Plan reported $67M in total assets and 606 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.
- 88th percentile by assets (of 127,072 plans)
- #15,902 in Healthcare & Social Assistance (17,684 peers)
Where Upland Hills Health 403(b) Retirement Plan sits by assets
Upland Hills Health 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 606 participants (~$110,769/participant), up 22.2% in 2023.
- $67M
- total plan assets (2023 EOY)
- 606
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $110,769
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upland Hills Health 403(b) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Upland Hills Health 403(b) Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Upland Hills Health 403(b) Retirement Plan reported participants rose from 581 in the plan year 2022 filing to 606 in the plan year 2023 filing.
Upland Hills Health 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Upland Hills Health 403(b) Retirement Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $12M |
| Employer EIN | 421017512 |
| Plan Effective Date | 1990-11-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upland Hills Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 581 | $55M |
| 2023 | 1 | 606 | $67M |
| 2024 | 1 | 637 | $79M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Upland Hills Health 403(b) Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Upland Hills Health 403(b) Retirement Plan by total assets, not by location.
- Plumbers & Steamfitters Local No. 300 Pension Plan (ND) $67M · 881
- International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund (CA) $67M · 4,960
- Teamsters Local Union 500 - Severance Trust Fund (NJ) $67M · 1,154
- Pension Fund for Nursing and Health Care Employees (PA) $67M · 1,808
Frequently Asked Questions
How did Upland Hills Health 403(b) Retirement Plan assets move in 2023? ▼
How have Upland Hills Health, Inc. plan assets changed over time? ▼
Where does Upland Hills Health 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Upland Hills Health 403(b) Retirement Plan? ▼
Next read for Upland Hills Health 403(b) Retirement Pl…
Scale reading
Ways to act on Upland Hills Health 403(b) Retirement Plan's numbers.
- By total assets, Upland Hills Health 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Upland Hills Health, Inc.'s sponsor-wide assets have grown 43.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans