Money Purchase · DOL Form 5500 · 2024
Southwestern PA Human Services, Inc. Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 507
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $44,760
- Avg per participant Low balance/head
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.
- #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.
- #12,989
- in Healthcare & Social Assistance (16,916 peers)
- +4.1%
- assets growth YoY
Southwestern PA Human Services, Inc. Pension Plan's outsized position by total assets
Southwestern PA Human Services, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,693,512 Top 27% higher than 73% 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
Southwestern PA Human Services, Inc. Pension 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. Southwestern PA Human Services, Inc. Pension Plan sits mid-pack in the medium band (507 participants).
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.
Plan-year Form 5500 strip
Filing strip 251492288 · Southwestern PA Human Services, Inc. PY 2024 · Money Purchase
Southwestern PA Human Services, Inc. Pension Plan · $23M · 507 · 73rd
- TYPE $23M
- NET 507
- BOOK 73rd
- VS-ST Money Purchase
- BOY near Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust
- SCH ind #12989
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 Pennsylvania →
Southwestern PA Human Services, Inc. Pension Plan in the asset neighbourhood
Southwestern PA Human Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southwestern PA Human Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 16.362725256503026% vs 2022
- 2024 filing year
| 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.
- 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
Southwestern PA Human Services, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust in IL ($23M); by covered participants it is Pediatric Academic Association, Inc. Defined Contribution Plan in OH (510 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.
- Pediatric Academic Association, Inc. Defined Contribution Plan (OH) 510 · 3 off
- Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan (WI) 512 · 5 off
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) 513 · 6 off
- Ascension Healthcare Legacy Money Purchase Pension Plan (MO) 514 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.