401(k) · DOL Form 5500 · 2024
UPMC 401(k) Plan
Data updated 2026-08-25
- $4.9B
- Total assets Very large vs avg
- 98,482
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $49,784
- Avg per participant Low balance/head
Official DOL plan name: Upmc 401(a) Retirement Savings Plan · Sponsored by UPMC · Pennsylvania · Healthcare & Social Assistance
$4.9B in assets, 98,482 participants
UPMC's Upmc 401(a) Retirement Savings Plan reported $4.9B in total assets and 98,482 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,883 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Upmc 401(a) Retirement Savings Plan covers 98,482 participants in Pennsylvania, 120x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4.9B.
- #16,883
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
- 49×
- vs typical plan assets (national mean)
Upmc 401(a) Retirement Savings Plan's outsized position by total assets
Upmc 401(a) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,902,845,416 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Upmc 401(a) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upmc 401(a) Retirement Savings Plan is a mega filing (98,482 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upmc 401(a) Retirement Savings Plan reported net income fell from $769M in the plan year 2023 filing to $640M in the plan year 2024 filing.
- Upmc 401(a) Retirement Savings Plan end-of-year assets rose from $4.3B in the plan year 2023 filing to $4.9B in the plan year 2024 filing.
- Upmc 401(a) Retirement Savings Plan reported participants rose from 97,084 in the plan year 2023 filing to 98,482 in the plan year 2024 filing.
DOL schedule card
Filing strip 251423657 · UPMC PY 2024 · 401(k)
Upmc 401(a) Retirement Savings Plan · $4.9B · 98,482 · 100th
- BOY $4.9B
- SCH 98,482
- EBSA 100th
- PART 401(k)
- TYPE near Starbucks Corporation 401(k) Plan
- NET ind #16883
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 →
Upmc 401(a) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4.3B |
|---|---|
| Net Assets (End of Year) | $4.9B |
| Net Income | $640M |
| Employer EIN | 251423657 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UPMC)
Sponsor-wide plan assets over time
All UPMC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.6B 29.82490698385764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 237,521 | $9.7B |
| 2023 | 3 | 246,091 | $11.3B |
| 2024 | 3 | 252,147 | $12.6B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scale composition for Upmc 401(a) Retirement Savings Plan
Upmc 401(a) Retirement Savings Plan reports $4.9B in end-of-year assets across 98,482 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.10% of 93,925,755 covered participants) - about $49,784 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $640M.
This plan identity (EIN 251423657, plan #335) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $4.9B (+40.4%) while covered participants moved from 93,506 to 98,482 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 93,506 | $3.5B | Open filing |
| 2023 | 97,084 | $4.3B | Open filing |
| 2024 · index core | 98,482 | $4.9B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Upmc 403(b) Retirement Savings Plan (Other, $4.7B, 78,872 participants)
- Upmc Basic Retirement Plan (Defined Benefit (Pension), $3.0B, 74,793 participants)
Upmc 401(a) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Starbucks Corporation 401(k) Plan in WA ($4.9B); by covered participants it is Disney Hourly Savings and Investment Plan in CA (98,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.9B here).
- Starbucks Corporation 401(k) Plan (WA) $4.9B · 231,064
- Banner Health Employees 401(k) Plan (AZ) $4.9B · 54,731
- Hsbc - North America (U. S.) Tax Reduction Investment Plan (IL) $4.9B · 6,684
- T. Rowe Price U.S. Retirement Program (MD) $4.9B · 6,639
Similar participant headcount
Nearest other-state filings by covered participants (98,482 participants); asset peers above are excluded.
- Disney Hourly Savings and Investment Plan (CA) 98,653 · 171 off
- I.a.T.S.E. Annuity Fund (NY) 97,266 · 1,216 off
- Lockheed Martin Corporation Salaried Savings Plan (MD) 96,812 · 1,670 off
- Marriott Retirement Savings Plan (MD) 101,417 · 2,935 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.