Other · DOL Form 5500 · 2023

Upmc Hamot Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
764
Participants Near avg headcount
88th
Percentile by assets National rank
$89,795
Avg per participant Below avg balance/head
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Official DOL plan name: Hamot Health Foundation Employee Tax-Deferred Savings Plan · Sponsored by Upmc Hamot · Pennsylvania · Healthcare & Social Assistance

$69M in assets, 764 participants

Upmc Hamot's Hamot Health Foundation Employee Tax-Deferred Savings Plan reported $69M in total assets and 764 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.

  • #15,945 in Healthcare & Social Assistance (17,684 peers)

Where Hamot Health Foundation Employee Tax-Deferred Savings Plan sits by assets

Hamot Health Foundation Employee Tax-Deferred Savings Plan sits in the top quartile of all filed plans by assets, $69M for 764 participants (~$89,795/participant), up 0.9% in 2023.

#15,945
in Healthcare & Social Assistance (17,684 peers)
+0.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Hamot Health Foundation Employee Tax-Deferred Savings Plan's outsized position by total assets

Hamot Health Foundation Employee Tax-Deferred Savings Plan vs every filed plan by assets

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

$68,603,443 Top 12% higher than 88% 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

Hamot Health Foundation Employee Tax-Deferred Savings 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. Hamot Health Foundation Employee Tax-Deferred Savings Plan sits mid-pack in the medium band (764 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamot Health Foundation Employee Tax-Deferred Savings Plan reported net income rose from -$443K in the plan year 2022 filing to $938K in the plan year 2023 filing.
  • Hamot Health Foundation Employee Tax-Deferred Savings Plan reported participants fell from 1,535 in the plan year 2022 filing to 764 in the plan year 2023 filing.
  • Hamot Health Foundation Employee Tax-Deferred Savings Plan end-of-year assets rose from $68M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 250965387 · Upmc Hamot PY 2023 · Other

Hamot Health Foundation Employee Tax-Deferred Savings Plan · $69M · 764 · 88th

  • EIN $69M
  • EIN 764
  • EIN 88th
  • EIN Other
  • EIN near The Bishop's School 403(b) Plan
  • EIN ind #15945

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 →

Hamot Health Foundation Employee Tax-Deferred Savings Plan in the asset neighbourhood

Helen Ross Mcnabb Center, Inc., Retirement PlanHelen Ross Mcnabb Center, In…$69MThe Bishop's School 403(b) PlanThe Bishop's School 403(b) P…$69MHamot Health Foundation Employee Tax-Deferred Savings PlanHamot Health Foundation Empl…$69MWashington International School Defined Contribution Retirement PlanWashington International Sch…$68MNathan Littauer Hospital Association Tax Deferred Annuity PlanNathan Littauer Hospital Ass…$68M
End-of-year total assets ($M) among Hamot Health Foundation Employee Tax-Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$69M
Net Income$938K
Employer EIN250965387
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upmc Hamot)

Sponsor-wide plan assets over time

All Upmc Hamot plans reported in each filing year

Latest sponsor-wide plan assets
$65M 4.674403398577482% vs 2022
2024 filing year
$64M$66M$68M$70M 202220232024 $68M $64.8M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 1,535 $68M
2023 1 764 $69M
2024 1 714 $65M

Nearby Other Plans in Pennsylvania

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

Hamot Health Foundation Employee Tax-Deferred Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Hamot Health Foundation Employee Tax-Deferred Savings Plan, Total assets ($B): 0.068603443 · Participants: 764Hamot Health Foundation Employee Tax-Deferred Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Hamot Health Foundation Employee Tax-Deferred Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Hamot Health Foundation Employee Tax-Deferred Savings Plan side-by-side with 3 peers →

Hamot Health Foundation Employee Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Bishop's School 403(b) Plan in CA ($69M); by covered participants it is California College of the Arts Retirement Plan in CA (764 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (764 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 Hamot Health Foundation Employee Tax-Deferred Savings Plan assets move in 2023? ▼
Hamot Health Foundation Employee Tax-Deferred Savings Plan held essentially flat - up 0.9% during 2023, from $68M to $69M. Reported net income was $938K.
How have Upmc Hamot plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upmc Hamot's sponsor-wide assets declined 4.7%, from $68M to $65M.
Where does Hamot Health Foundation Employee Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Hamot Health Foundation Employee Tax-Deferred Savings Plan ranks in the 88th 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 Other plans are similar in size to Hamot Health Foundation Employee Tax-Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Bishop's School 403(b) Plan in CA ($69M, 373 participants).
Which Other plans cover a similar participant headcount to Hamot Health Foundation Employee Tax-Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is California College of the Arts Retirement Plan in CA (764 participants, $85M 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 250965387.

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.