Profit Sharing · DOL Form 5500 · 2023
University of Pittsburgh and Upmc Medical and Health Sciences Foundat Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $145,531
- Avg per participant Above avg balance/head
Official DOL plan name: Pitt-Upmc Medical & Health Sciences Fdn 401a Plan · Sponsored by University of Pittsburgh and Upmc Medical and Health Sciences Foundat · Pennsylvania · Educational Services
$12M in assets, 83 participants
University of Pittsburgh and Upmc Medical and Health Sciences Foundat's Pitt-Upmc Medical & Health Sciences Fdn 401a Plan reported $12M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,697 in Educational Services (3,735 peers)
University of Pittsburgh and Upmc Medical and Health Sciences Foundat multi-year trail
University of Pittsburgh and Upmc Medical and Health Sciences Foundat's plans moved +32.4% in assets from 2022 to 2024; this filing shows Pitt-Upmc Medical & Health Sciences Fdn 401a Plan at $12M / 83 participants.
- #1,697
- in Educational Services (3,735 peers)
- +20.0%
- assets growth YoY
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan's mid-pack asset rank among Educational Services and all filers
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,079,053 Top 37% higher than 63% 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
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pitt-Upmc Medical & Health Sciences Fdn 401a Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pitt-Upmc Medical & Health Sciences Fdn 401a Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Pitt-Upmc Medical & Health Sciences Fdn 401a Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Pitt-Upmc Medical & Health Sciences Fdn 401a Plan reported participants fell from 91 in the plan year 2022 filing to 83 in the plan year 2023 filing.
DOL schedule card
Filing strip 113708851 · University of Pittsburgh and Upmc Medical and Health Sciences Foundat PY 2023 · Profit Sharing
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan · $12M · 83 · 63rd
- NET $12M
- NET 83
- NET 63rd
- NET Profit Sharing
- NET near Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan
- NET ind #1697
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 Educational Services retirement plans → · Plans in Pennsylvania →
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan in the asset neighbourhood
University of Pittsburgh and Upmc Medical and Health Sciences Foundat multi-year asset trail
Sponsor-wide plan assets over time
All University of Pittsburgh and Upmc Medical and Health Sciences Foundat plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 32.42934075836194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $20M |
| 2023 | 2 | 166 | $25M |
| 2024 | 2 | 178 | $27M |
University of Pittsburgh and Upmc Medical and Health Sciences Foundat filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 113708851 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Charlene R. Chan, D.D.S., Inc Profit Sharing Plan of the Fidelity Retirement Plan in CA ($12M); by covered participants it is Tos Farms, Inc. Profit Sharing Plan in CA (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.