Profit Sharing · DOL Form 5500 · 2024
Upland Hills Health, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 637
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $123,450
- Avg per participant Near avg balance/head
Official DOL plan name: Upland Hills Health 403(b) Retirement Plan · Sponsored by Upland Hills Health, Inc. · Wisconsin · Healthcare & Social Assistance
$79M in assets, 637 participants
Upland Hills Health, Inc.'s Upland Hills Health 403(b) Retirement Plan reported $79M in total assets and 637 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.
- #15,252 in Healthcare & Social Assistance (16,916 peers)
Where Upland Hills Health 403(b) Retirement Plan sits by assets
Upland Hills Health 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $79M for 637 participants (~$123,450/participant), up 17.1% in 2024.
- #15,252
- in Healthcare & Social Assistance (16,916 peers)
- +17.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Upland Hills Health 403(b) Retirement Plan's outsized position by total assets
Upland Hills Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,637,591 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
Upland Hills Health 403(b) Retirement 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. Upland Hills Health 403(b) Retirement Plan sits mid-pack in the medium band (637 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upland Hills Health 403(b) Retirement Plan end-of-year assets rose from $67M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- Upland Hills Health 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Upland Hills Health 403(b) Retirement Plan reported participants rose from 606 in the plan year 2023 filing to 637 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421017512 · Upland Hills Health, Inc. PY 2024 · Profit Sharing
Upland Hills Health 403(b) Retirement Plan · $79M · 637 · 89th
- ASSETS $79M
- PCT 637
- EIN 89th
- RANK Profit Sharing
- PHOTO near Nathan Littauer Hospital Association Tax Deferred Annuity Plan
- IND ind #15252
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 Wisconsin →
Upland Hills Health 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $11M |
| Employer EIN | 421017512 |
| Plan Effective Date | 1990-11-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upland Hills Health, Inc.)
Sponsor-wide plan assets over time
All Upland Hills Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 43.168151174469045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 581 | $55M |
| 2023 | 1 | 606 | $67M |
| 2024 | 1 | 637 | $79M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Upland Hills Health 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Nathan Littauer Hospital Association Tax Deferred Annuity Plan in NY ($79M); by covered participants it is Sidley Austin LLP Retirement Plan for Partners in IL (638 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (637 participants); asset peers above are excluded.
- Sidley Austin LLP Retirement Plan for Partners (IL) 638 · 1 off
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. (NY) 639 · 2 off
- Open Door Community Health Centers Profit Sharing Plan (CA) 639 · 2 off
- Operating Engineers Local 318 Supplemental Retirement Plan (TN) 639 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.