Other · DOL Form 5500 · 2024
University of Pittsburgh and Upmc Medical and Health Sciences Foundati Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $155,748
- Avg per participant Above avg balance/head
Official DOL plan name: Pitt-Upmc Medical & Health Sciences Fdn 403b Plan · Sponsored by University of Pittsburgh and Upmc Medical and Health Sciences Foundati · Pennsylvania · Educational Services
$14M in assets, 90 participants
University of Pittsburgh and Upmc Medical and Health Sciences Foundati's Pitt-Upmc Medical & Health Sciences Fdn 403b Plan reported $14M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,667 in Educational Services (3,638 peers)
University of Pittsburgh and Upmc Medical and Health Sciences Foundati multi-year trail
University of Pittsburgh and Upmc Medical and Health Sciences Foundati's plans moved +32.4% in assets from 2022 to 2024; this filing shows Pitt-Upmc Medical & Health Sciences Fdn 403b Plan at $14M / 90 participants.
- #1,667
- in Educational Services (3,638 peers)
- +12.7%
- assets growth YoY
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan's mid-pack asset rank among Educational Services and all filers
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,017,302 Top 37% higher than 63% 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
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pitt-Upmc Medical & Health Sciences Fdn 403b Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pitt-Upmc Medical & Health Sciences Fdn 403b Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Pitt-Upmc Medical & Health Sciences Fdn 403b Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Pitt-Upmc Medical & Health Sciences Fdn 403b Plan reported participants rose from 83 in the plan year 2023 filing to 90 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 113708851 · University of Pittsburgh and Upmc Medical and Health Sciences Foundati PY 2024 · Other
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan · $14M · 90 · 63rd
- PCT $14M
- EIN 90
- RANK 63rd
- PHOTO Other
- IND near Amberwell Health 403(b) Plan
- EOY ind #1667
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 Educational Services retirement plans → · Plans in Pennsylvania →
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan in the asset neighbourhood
University of Pittsburgh and Upmc Medical and Health Sciences Foundati multi-year asset trail
Sponsor-wide plan assets over time
All University of Pittsburgh and Upmc Medical and Health Sciences Foundati plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 32.42934075836194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $20M |
| 2023 | 2 | 166 | $25M |
| 2024 | 2 | 178 | $27M |
University of Pittsburgh and Upmc Medical and Health Sciences Foundati filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 113708851 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Amberwell Health 403(b) Plan in KS ($14M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.