401(k) · DOL Form 5500 · 2024

Upson County Hospital, Inc. Dba Upson Regional Medical Center 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
805
Participants Near avg headcount
80th
Percentile by assets National rank
$45,754
Avg per participant Low balance/head
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Official DOL plan name: Upson Regional Medical Center 401(k) Retirement Plan · Sponsored by Upson County Hospital, Inc. Dba Upson Regional Medical Center · Georgia · Healthcare & Social Assistance

$37M in assets, 805 participants

Upson County Hospital, Inc. Dba Upson Regional Medical Center's Upson Regional Medical Center 401(k) Retirement Plan reported $37M in total assets and 805 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,060 in Healthcare & Social Assistance (16,916 peers)

Where Upson Regional Medical Center 401(k) Retirement Plan sits by assets

Upson Regional Medical Center 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 805 participants (~$45,754/participant), up 0.8% in 2024.

#14,060
in Healthcare & Social Assistance (16,916 peers)
+0.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Upson Regional Medical Center 401(k) Retirement Plan's outsized position by total assets

Upson Regional Medical Center 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,831,679 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Upson Regional Medical Center 401(k) 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. Upson Regional Medical Center 401(k) Retirement Plan sits mid-pack in the medium band (805 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upson Regional Medical Center 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • Upson Regional Medical Center 401(k) Retirement Plan reported participants rose from 783 in the plan year 2023 filing to 805 in the plan year 2024 filing.
  • Upson Regional Medical Center 401(k) Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581734026 · Upson County Hospital, Inc. Dba Upson Regional Medical Center PY 2024 · 401(k)

Upson Regional Medical Center 401(k) Retirement Plan · $37M · 805 · 80th

  • BOOK $37M
  • VS-ST 805
  • BOY 80th
  • SCH 401(k)
  • EBSA near Cowi North America 401(k) Plan
  • PART ind #14060

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 Georgia →

Upson Regional Medical Center 401(k) Retirement Plan in the asset neighbourhood

Upson Regional Medical Center 401(k) Retirement PlanUpson Regional Medical Cente…$37MCowi North America 401(k) PlanCowi North America 401(k) Pl…$37MRichards, Inc. 401(k) Profit Sharing Plan and TrustRichards, Inc. 401(k) Profit…$37MAlexander Dawson School 401(k) PlanAlexander Dawson School 401(…$37MInnovairre Communications Retirement Income Savings PlanInnovairre Communications Re…$37M
End-of-year total assets ($M) among Upson Regional Medical Center 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$37M
Net Income$297K
Employer EIN581734026
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upson County Hospital, Inc. Dba Upson Regional Medical Center)

Sponsor-wide plan assets over time

All Upson County Hospital, Inc. Dba Upson Regional Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$37M 10.059940339653458% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.5M $36.8M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 773 $33M
2023 1 783 $37M
2024 1 805 $37M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Upson Regional Medical Center 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Upson Regional Medical Center 401(k) Retirement Plan, Total assets ($B): 0.036831679 · Participants: 805Upson Regional Medical Center 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Upson Regional Medical Center 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Upson Regional Medical Center 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cowi North America 401(k) Plan in WA ($37M); by covered participants it is Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in WA (805 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (805 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.

Frequently Asked Questions

How did Upson Regional Medical Center 401(k) Retirement Plan assets move in 2024?
Upson Regional Medical Center 401(k) Retirement Plan held essentially flat - up 0.8% during 2024, from $37M to $37M. Reported net income was $297K.
How have Upson County Hospital, Inc. Dba Upson Regional Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Upson County Hospital, Inc. Dba Upson Regional Medical Center's sponsor-wide assets grew 10.1%, from $33M to $37M.
Where does Upson Regional Medical Center 401(k) Retirement Plan rank by assets among Form 5500 filers?
Upson Regional Medical Center 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upson Regional Medical Center 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cowi North America 401(k) Plan in WA ($37M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Upson Regional Medical Center 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in WA (805 participants, $112M in assets).