Money Purchase · DOL Form 5500 · 2024
Southwestern PA Human Services, Inc. Money Purchase Plan
Data updated 2026-08-11
- $23M
- Total assets
- 507
- Participants
- 73rd
- Percentile by assets
- $44,760
- Avg per participant
Official DOL plan name: Southwestern PA Human Services, Inc. Pension Plan · Sponsored by Southwestern PA Human Services, Inc. · Pennsylvania · Healthcare & Social Assistance
$23M in assets, 507 participants
Southwestern PA Human Services, Inc.'s Southwestern PA Human Services, Inc. Pension Plan reported $23M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #12,989 in Healthcare & Social Assistance (16,916 peers)
Southwestern PA Human Services, Inc. multi-year trail
Southwestern PA Human Services, Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Southwestern PA Human Services, Inc. Pension Plan at $23M / 507 participants.
- $23M
- total plan assets (2024 EOY)
- 507
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $44,760
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwestern PA Human Services, Inc. Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Southwestern PA Human Services, Inc. Pension Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Southwestern PA Human Services, Inc. Pension Plan reported participants fell from 525 in the plan year 2023 filing to 507 in the plan year 2024 filing.
Southwestern PA Human Services, Inc. across 3 plan years on file
Across the 3 plan years Southwestern PA Human Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $42M to $49M, a gain of 16.4%, while reported participants moved from 1,079 to 1,066 (-1.2%). Peak year by sponsor assets: 2024 ($49M); trough: 2022 ($42M).
Southwestern PA Human Services, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,079 | $42M |
| 2023 | 2 | 1,081 | $47M |
| 2024 | 2 | 1,066 | $49M |
Southwestern PA Human Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 251492288 |
| Plan Effective Date | 1969-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southwestern PA Human Services, Inc. Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southwestern PA Human Services, Inc. Pension Plan by total assets, not by location.
- Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust (IL) $23M · 1
- Morningside University Defined Contribution Retire (IA) $23M · 170
- Community Memorial Hospital Association Money Purchase Plan (MN) $23M · 334
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan (NC) $23M · 663
Frequently Asked Questions
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Multi-year trail
Ways to act on Southwestern PA Human Services, Inc. Pension Plan's numbers.
- By total assets, Southwestern PA Human Services, Inc. Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Southwestern PA Human Services, Inc.'s sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans