Money Purchase · DOL Form 5500 · 2023

Southwestern PA Human Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
556
Participants Below avg headcount
77th
Percentile by assets National rank
$45,413
Avg per participant Low balance/head
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Official DOL plan name: Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan · Sponsored by Southwestern PA Human Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$25M in assets, 556 participants

Southwestern PA Human Services, Inc.'s Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan reported $25M in total assets and 556 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,185 in Healthcare & Social Assistance (17,684 peers)

Where Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits by assets

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $25M for 556 participants (~$45,413/participant), up 13.8% in 2023.

#14,185
in Healthcare & Social Assistance (17,684 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan's outsized position by total assets

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,249,624 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251492288 · Southwestern PA Human Services, Inc. PY 2023 · Money Purchase

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan · $25M · 556 · 77th

  • EBSA $25M
  • PART 556
  • TYPE 77th
  • NET Money Purchase
  • BOOK near The Pga of America Employees Retirement Plan (a Money Purchase Plan)
  • VS-ST ind #14185

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 →

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

The Pga of America Employees Retirement Plan (a Money Purchase Plan)The Pga of America Employees…$26MSouthwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$25MThe National Mutual Insurance Company Money Purchase Pension PlanThe National Mutual Insuranc…$25MBlitman & King, LLP Retirement PlanBlitman & King, LLP Retireme…$25MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$25M
End-of-year total assets ($M) among Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN251492288
Plan Effective Date1969-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern PA Human Services, Inc.)

Sponsor-wide plan assets over time

All Southwestern PA Human Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 16.362725256503026% vs 2022
2024 filing year
$40M$45M$50M 202220232024 $41.9M $48.8M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 1,079 $42M
2023 2 1,081 $47M
2024 2 1,066 $49M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan, Total assets ($M): 25.249624 · Participants: 556Southwestern PA Human Services, Inc. Tax Sheltered Annuity PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($26M); by covered participants it is IBEW Local No. 223 Deferred Income Plan in CT (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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.

Frequently Asked Questions

How did Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 13.8% during 2023, from $22M to $25M. Reported net income was $3M.
How have Southwestern PA Human Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern PA Human Services, Inc.'s sponsor-wide assets grew 16.4%, from $42M to $49M.
Where does Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($26M, 492 participants).
Which Money Purchase plans cover a similar participant headcount to Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local No. 223 Deferred Income Plan in CT (556 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251492288.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.