401(k) · DOL Form 5500 · 2024

Upmc Hamot Surgery Center, L.L.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
95
Participants Small participant base
39th
Percentile by assets National rank
$43,486
Avg per participant Low balance/head
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Official DOL plan name: Upmc Hamot Surgery Center 401(k) Retirement Plan · Sponsored by Upmc Hamot Surgery Center, L.L.C. · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 95 participants

Upmc Hamot Surgery Center, L.L.C.'s Upmc Hamot Surgery Center 401(k) Retirement Plan reported $4M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,872 in Healthcare & Social Assistance (16,916 peers)

Upmc Hamot Surgery Center, L.L.C. multi-year trail

Upmc Hamot Surgery Center, L.L.C.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Upmc Hamot Surgery Center 401(k) Retirement Plan at $4M / 95 participants.

#6,872
in Healthcare & Social Assistance (16,916 peers)
+17.1%
assets growth YoY

Upmc Hamot Surgery Center 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upmc Hamot Surgery Center 401(k) Retirement Plan vs every filed plan by assets

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

$4,131,149 39th percentile higher than 39% 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

Upmc Hamot Surgery Center 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upmc Hamot Surgery Center 401(k) Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upmc Hamot Surgery Center 401(k) Retirement Plan reported net income rose from $228K in the plan year 2023 filing to $604K in the plan year 2024 filing.
  • Upmc Hamot Surgery Center 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Upmc Hamot Surgery Center 401(k) Retirement Plan reported participants rose from 86 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251863661 · Upmc Hamot Surgery Center, L.L.C. PY 2024 · 401(k)

Upmc Hamot Surgery Center 401(k) Retirement Plan · $4M · 95 · 39th

  • PART $4M
  • TYPE 95
  • NET 39th
  • BOOK 401(k)
  • VS-ST near Leo Capital Operations LLC 401(k) Plan
  • BOY ind #6872

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 →

Upmc Hamot Surgery Center 401(k) Retirement Plan in the asset neighbourhood

Upmc Hamot Surgery Center 401(k) Retirement PlanUpmc Hamot Surgery Center 40…$4MLeo Capital Operations LLC 401(k) PlanLeo Capital Operations LLC 4…$4MCritical Systems, Inc. 401(k) PlanCritical Systems, Inc. 401(k…$4MScale Media Inc 401(k) Plan$4MVetncare Mso LLC 401(k) Plan$4M
End-of-year total assets ($M) among Upmc Hamot Surgery Center 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Upmc Hamot Surgery Center, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Upmc Hamot Surgery Center, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.205531514832273% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.3M $4.13M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 1 86 $4M
2024 1 95 $4M

Upmc Hamot Surgery Center, L.L.C. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$604K
Employer EIN251863661
Plan Effective Date2000-08-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Upmc Hamot Surgery Center 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Upmc Hamot Surgery Center 401(k) Retirement Plan, Total assets ($B): 0.004131149 · Participants: 95Upmc Hamot Surgery Center 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Upmc Hamot Surgery Center 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Upmc Hamot Surgery Center 401(k) Retirement Plan side-by-side with 3 peers →

Upmc Hamot Surgery Center 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Leo Capital Operations LLC 401(k) Plan in NJ ($4M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Upmc Hamot Surgery Center 401(k) Retirement Plan assets move in 2024? ▼
Upmc Hamot Surgery Center 401(k) Retirement Plan grew sharply - up 17.1% during 2024, from $4M to $4M. Reported net income was $604K.
How have Upmc Hamot Surgery Center, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upmc Hamot Surgery Center, L.L.C.'s sponsor-wide assets grew 25.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Upmc Hamot Surgery Center 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leo Capital Operations LLC 401(k) Plan in NJ ($4M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Upmc Hamot Surgery Center 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M 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 251863661.

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.