Pitt-Upmc Medical & Health Sciences Fdn 403b Plan

Profit Sharing · DOL Form 5500 · 2024

What the Filing Says About Pitt-Upmc Medical & Health Sciences Fdn 403b Plan

Pitt-Upmc Medical & Health Sciences Fdn 403b Plan is a Profit Sharing retirement plan sponsored by University of Pittsburgh and Upmc Medical and Health Sciences Foundati, headquartered in Pennsylvania. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 90 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 113708851, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $12M at the beginning of 2024 to $14M at year-end - up 12.7%. Net assets (after liabilities) closed the year at $14M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years University of Pittsburgh and Upmc Medical and Health Sciences Foundati has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $20M to $27M, a gain of 32.4%, while reported participants moved from 184 to 178 (-3.3%). The strongest year on file by total sponsor assets was 2024 at $27M; the softest was 2022 at $20M. Year-by-year, sponsor-wide filings show: 2022 - $20M in assets across 2 plans covering 184 participants; 2023 - $25M in assets across 2 plans covering 166 participants; 2024 - $27M in assets across 2 plans covering 178 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Pitt-Upmc Medical & Health Sciences Fdn 403b Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.