Money Purchase · DOL Form 5500 · 2023

Southwestern PA Human Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
525
Participants Below avg headcount
74th
Percentile by assets National rank
$41,524
Avg per participant Low balance/head
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Official DOL plan name: Southwestern PA Human Services, Inc. Pension Plan · Sponsored by Southwestern PA Human Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$22M in assets, 525 participants

Southwestern PA Human Services, Inc.'s Southwestern PA Human Services, Inc. Pension Plan reported $22M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,853 in Healthcare & Social Assistance (17,684 peers)

Southwestern PA Human Services, Inc. multi-year trail

Southwestern PA Human Services, Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Southwestern PA Human Services, Inc. Pension Plan at $22M / 525 participants.

#13,853
in Healthcare & Social Assistance (17,684 peers)
+10.6%
assets growth YoY

Southwestern PA Human Services, Inc. Pension Plan's outsized position by total assets

Southwestern PA Human Services, Inc. Pension Plan vs every filed plan by assets

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

$21,800,056 Top 26% higher than 74% 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. Pension 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. Pension Plan sits mid-pack in the medium band (525 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern PA Human Services, Inc. Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southwestern PA Human Services, Inc. Pension Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Southwestern PA Human Services, Inc. Pension Plan · $22M · 525 · 74th

  • EBSA $22M
  • PART 525
  • TYPE 74th
  • NET Money Purchase
  • BOOK near Mississippi Action for Progress, Inc Retirement Plan
  • VS-ST ind #13853

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. Pension Plan in the asset neighbourhood

Grand Lake Mental Health Center Money Purchase PlanGrand Lake Mental Health Cen…$22MPlumbers and Steamfitters Local No. 177 Pension PlanPlumbers and Steamfitters Lo…$22MMississippi Action for Progress, Inc Retirement PlanMississippi Action for Progr…$22MSouthwestern PA Human Services, Inc. Pension PlanSouthwestern PA Human Servic…$22MCommunity Memorial Hospital Association Money Purchase PlanCommunity Memorial Hospital …$22M
End-of-year total assets ($M) among Southwestern PA Human Services, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Southwestern PA Human Services, Inc. multi-year asset trail

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

Southwestern PA Human Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN251492288
Plan Effective Date1969-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Southwestern PA Human Services, Inc. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Southwestern PA Human Services, Inc. Pension Plan, Total assets ($M): 21.800056 · Participants: 525Southwestern PA Human Services, Inc. Pension 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. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Southwestern PA Human Services, Inc. Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is Mississippi Action for Progress, Inc Retirement Plan in MS ($22M); by covered participants it is Christian Labor Association Pension Trust Defined Contribution Plan in MN (527 participants). Same-state nearby plans are listed separately above.

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. Pension Plan assets move in 2023? ▼
Southwestern PA Human Services, Inc. Pension Plan grew at a solid clip - up 10.6% during 2023, from $20M to $22M. Reported net income was $2M.
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.
Which Money Purchase plans are similar in size to Southwestern PA Human Services, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mississippi Action for Progress, Inc Retirement Plan in MS ($22M, 844 participants).
Which Money Purchase plans cover a similar participant headcount to Southwestern PA Human Services, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Christian Labor Association Pension Trust Defined Contribution Plan in MN (527 participants, $42M 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.