Other · DOL Form 5500 · 2024
Upmc Chautauqua at Wca Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $202,967
- Avg per participant Above avg balance/head
Official DOL plan name: Wca Hospital 403(b) Retirement Savings Plan · Sponsored by Upmc Chautauqua at Wca · New York · Healthcare & Social Assistance
$63M in assets, 308 participants
Upmc Chautauqua at Wca's Wca Hospital 403(b) Retirement Savings Plan reported $63M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,960 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Wca Hospital 403(b) Retirement Savings Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $63M.
- #14,960
- in Healthcare & Social Assistance (16,916 peers)
- -2.6%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wca Hospital 403(b) Retirement Savings Plan's outsized position by total assets
Wca Hospital 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,513,909 Top 13% higher than 87% 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
Wca Hospital 403(b) Retirement 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. Wca Hospital 403(b) Retirement Savings Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wca Hospital 403(b) Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Wca Hospital 403(b) Retirement Savings Plan reported participants rose from 209 in the plan year 2023 filing to 308 in the plan year 2024 filing.
- Wca Hospital 403(b) Retirement Savings Plan end-of-year assets fell from $64M in the plan year 2023 filing to $63M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160743226 · Upmc Chautauqua at Wca PY 2024 · Other
Wca Hospital 403(b) Retirement Savings Plan · $63M · 308 · 87th
- PCT $63M
- EIN 308
- RANK 87th
- PHOTO Other
- IND near Mckendree University Retirement Plan
- EOY ind #14960
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 New York →
Wca Hospital 403(b) Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$2M |
| Employer EIN | 160743226 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Chautauqua at Wca)
Sponsor-wide plan assets over time
All Upmc Chautauqua at Wca plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 1.2584630810853503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $62M |
| 2023 | 1 | 209 | $64M |
| 2024 | 1 | 308 | $63M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Wca Hospital 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Mckendree University Retirement Plan in IL ($62M); by covered participants it is The Pines at Davidson, Inc. 403(b) Plan in NC (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Mckendree University Retirement Plan (IL) $62M · 239
- Chimes International Limited 403(b) Plan (MD) $63M · 3,312
- Veranova Employees Savings Investment Plan (MA) $62M · 467
- The J. David Gladstone Institutes 403(b) Tda Plan (CA) $63M · 585
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- The Pines at Davidson, Inc. 403(b) Plan (NC) 308 · 0 off
- Health West, Inc. 403(b) Retirement Plan (ID) 308 · 0 off
- Gosnold, Inc. Retirement Savings Plan (MA) 308 · 0 off
- Oglethorpe University 403(b) Retirement Program (GA) 308 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.