Other · DOL Form 5500 · 2024
Upmc Altoona Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 822
- Participants Near avg headcount
- 65th
- Percentile by assets National rank
- $19,066
- Avg per participant Low balance/head
Official DOL plan name: Altoona Regional Health System 403(b) Plan · Sponsored by Upmc Altoona · Pennsylvania · Healthcare & Social Assistance
$16M in assets, 822 participants
Upmc Altoona's Altoona Regional Health System 403(b) Plan reported $16M in total assets and 822 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,897 in Healthcare & Social Assistance (16,916 peers)
Upmc Altoona multi-year trail
Upmc Altoona's plans moved +10.3% in assets from 2022 to 2024; this filing shows Altoona Regional Health System 403(b) Plan at $16M / 822 participants.
- #11,897
- in Healthcare & Social Assistance (16,916 peers)
- +5.2%
- assets growth YoY
Altoona Regional Health System 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Altoona Regional Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,672,314 Top 35% higher than 65% 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
Altoona Regional Health System 403(b) 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. Altoona Regional Health System 403(b) Plan sits mid-pack in the medium band (822 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Altoona Regional Health System 403(b) Plan reported net income fell from $972K in the plan year 2023 filing to $774K in the plan year 2024 filing.
- Altoona Regional Health System 403(b) Plan reported participants fell from 1,030 in the plan year 2023 filing to 822 in the plan year 2024 filing.
- Altoona Regional Health System 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231352155 · Upmc Altoona PY 2024 · Other
Altoona Regional Health System 403(b) Plan · $16M · 822 · 65th
- EIN $16M
- EIN 822
- EIN 65th
- EIN Other
- EIN near Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan
- EIN ind #11897
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 →
Altoona Regional Health System 403(b) Plan in the asset neighbourhood
Upmc Altoona multi-year asset trail
Sponsor-wide plan assets over time
All Upmc Altoona plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 10.336783752825776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,047 | $14M |
| 2023 | 1 | 1,030 | $15M |
| 2024 | 1 | 822 | $16M |
Upmc Altoona filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $774K |
| Employer EIN | 231352155 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Altoona Regional Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in NJ ($16M); by covered participants it is Hillsdale College Defined Contribution Retirement Plan in MI (822 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan (NJ) $16M · 111
- Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut (CT) $16M · 82
- Journey Care, Inc. 403(b) Retirement Savings Plan (IL) $16M · 2
- Buffalo Bill Historical Center 403(b) DC Plan (WY) $16M · 84
Similar participant headcount
Nearest other-state filings by covered participants (822 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.