Other · DOL Form 5500 · 2024
Upmc Western Maryland Corporation Retirement Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 978
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $83,437
- Avg per participant Below avg balance/head
Official DOL plan name: Upmc Western Maryland 403(b) Savings Plan · Sponsored by Upmc Western Maryland Corporation · Maryland · Healthcare & Social Assistance
$82M in assets, 978 participants
Upmc Western Maryland Corporation's Upmc Western Maryland 403(b) Savings Plan reported $82M in total assets and 978 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,286 in Healthcare & Social Assistance (16,916 peers)
Where Upmc Western Maryland 403(b) Savings Plan sits by assets
Upmc Western Maryland 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $82M for 978 participants (~$83,437/participant), down 1.9% in 2024.
- #15,286
- in Healthcare & Social Assistance (16,916 peers)
- -1.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $639K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upmc Western Maryland 403(b) Savings Plan's outsized position by total assets
Upmc Western Maryland 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,601,714 Top 11% higher than 89% 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 Western Maryland 403(b) Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upmc Western Maryland 403(b) Savings Plan sits mid-pack in the medium band (978 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upmc Western Maryland 403(b) Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$639K in the plan year 2024 filing.
- Upmc Western Maryland 403(b) Savings Plan reported participants fell from 1,099 in the plan year 2023 filing to 978 in the plan year 2024 filing.
- Upmc Western Maryland 403(b) Savings Plan end-of-year assets fell from $83M in the plan year 2023 filing to $82M in the plan year 2024 filing.
DOL schedule card
Filing strip 520591531 · Upmc Western Maryland Corporation PY 2024 · Other
Upmc Western Maryland 403(b) Savings Plan · $82M · 978 · 89th
- EIN $82M
- EIN 978
- EIN 89th
- EIN Other
- EIN near Olean General Hospital Savings Incentive Plan
- EIN ind #15286
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 Maryland →
Upmc Western Maryland 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | -$639K |
| Employer EIN | 520591531 |
| Plan Effective Date | 1962-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Western Maryland Corporation)
Sponsor-wide plan assets over time
All Upmc Western Maryland Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 0.77077719911629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,696 | $82M |
| 2023 | 1 | 1,099 | $83M |
| 2024 | 1 | 978 | $82M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Upmc Western Maryland 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Olean General Hospital Savings Incentive Plan in NY ($81M); by covered participants it is Colby College Retirement Plan in ME (978 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
Similar participant headcount
Nearest other-state filings by covered participants (978 participants); asset peers above are excluded.
- Colby College Retirement Plan (ME) 978 · 0 off
- Fairleigh Dickinson University Defined Contribution Plan (NJ) 979 · 1 off
- Advance Care Alliance of New York Inc. 403(b) Plan (NY) 975 · 3 off
- The Leukemia & Lymphoma Society, Inc. 403(b) Plan (NY) 982 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.