Other · DOL Form 5500 · 2024

Southwestern PA Human Services, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
559
Participants Below avg headcount
75th
Percentile by assets National rank
$46,634
Avg per participant Low balance/head
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Official DOL plan name: Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan · Sponsored by Southwestern PA Human Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$26M in assets, 559 participants

Southwestern PA Human Services, Inc.'s Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan reported $26M in total assets and 559 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,322 in Healthcare & Social Assistance (16,916 peers)

Where Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits by assets

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $26M for 559 participants (~$46,634/participant), up 3.2% in 2024.

#13,322
in Healthcare & Social Assistance (16,916 peers)
+3.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan's outsized position by total assets

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$26,068,359 Top 25% higher than 75% 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

Southwestern PA Human Services, Inc. Tax Sheltered Annuity 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. Tax Sheltered Annuity Plan sits mid-pack in the medium band (559 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251492288 · Southwestern PA Human Services, Inc. PY 2024 · Other

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan · $26M · 559 · 75th

  • BOOK $26M
  • BOOK 559
  • BOOK 75th
  • BOOK Other
  • BOOK near Critical Path Institute 403(b) Plan
  • BOOK ind #13322

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. Tax Sheltered Annuity Plan in the asset neighbourhood

Newberry Library DC Retirement PlanNewberry Library DC Retireme…$26MPuget Sound Kidney Centers Tax-Sheltered Annuity PlanPuget Sound Kidney Centers T…$26MSouthwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$26MCritical Path Institute 403(b) PlanCritical Path Institute 403(…$26MStaten Island Academy Defined Contribution Retirement PlanStaten Island Academy Define…$26M
End-of-year total assets ($M) among Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN251492288
Plan Effective Date1969-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern PA Human Services, Inc.)

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
$40M$45M$50M 202220232024 $41.9M $48.8M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 1,079 $42M
2023 2 1,081 $47M
2024 2 1,066 $49M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.026068359 · Participants: 559Southwestern PA Human Services, Inc. Tax Sheltered Annuity PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Critical Path Institute 403(b) Plan in AZ ($26M); by covered participants it is West Virginia University Research Corporation 403b Defined Contribution Plan in WV (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (559 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 Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan edged up modestly - up 3.2% during 2024, from $25M to $26M. Reported net income was $2M.
How have Southwestern PA Human Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern PA Human Services, Inc.'s sponsor-wide assets grew 16.4%, from $42M to $49M.
Where does Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan ranks in the 75th 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 Other plans are similar in size to Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Critical Path Institute 403(b) Plan in AZ ($26M, 154 participants).
Which Other plans cover a similar participant headcount to Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is West Virginia University Research Corporation 403b Defined Contribution Plan in WV (559 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251492288.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.