Other · DOL Form 5500 · 2024
Upmc Hamot Retirement Plan
Data updated 2026-08-11
- $65M
- Total assets
- 714
- Participants
- 87th
- Percentile by assets
- $90,750
- Avg per participant
Official DOL plan name: Hamot Health Foundation Employee Tax-Deferred Savings Plan · Sponsored by Upmc Hamot · Pennsylvania · Healthcare & Social Assistance
$65M in assets, 714 participants
Upmc Hamot's Hamot Health Foundation Employee Tax-Deferred Savings Plan reported $65M in total assets and 714 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #15,010 in Healthcare & Social Assistance (16,916 peers)
Where Hamot Health Foundation Employee Tax-Deferred Savings Plan sits by assets
Hamot Health Foundation Employee Tax-Deferred Savings Plan sits in the top quartile of all filed plans by assets, $65M for 714 participants (~$90,750/participant), down 5.6% in 2024.
- $65M
- total plan assets (2024 EOY)
- 714
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $90,750
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hamot Health Foundation Employee Tax-Deferred Savings Plan reported net income fell from $938K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Hamot Health Foundation Employee Tax-Deferred Savings Plan reported participants fell from 764 in the plan year 2023 filing to 714 in the plan year 2024 filing.
- Hamot Health Foundation Employee Tax-Deferred Savings Plan end-of-year assets fell from $69M in the plan year 2023 filing to $65M in the plan year 2024 filing.
Hamot Health Foundation Employee Tax-Deferred Savings Plan vs the 2024 asset distribution
By assets, Hamot Health Foundation Employee Tax-Deferred Savings Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$1M |
| Employer EIN | 250965387 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Hamot)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,535 | $68M |
| 2023 | 1 | 764 | $69M |
| 2024 | 1 | 714 | $65M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Hamot Health Foundation Employee Tax-Deferred Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hamot Health Foundation Employee Tax-Deferred Savings Plan by total assets, not by location.
- Mdrc Savings Plan (NY) $65M · 360
- The Seven Hills School Retirement Plan (OH) $65M · 203
- Northeast College of Health Sciences Retirement Plan (NY) $65M · 145
- Tower Hill School Defined Contribution Retirement Plan (DE) $65M · 181
Frequently Asked Questions
How did Hamot Health Foundation Employee Tax-Deferred Savings Plan assets move in 2024? ▼
How have Upmc Hamot plan assets changed over time? ▼
Where does Hamot Health Foundation Employee Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Hamot Health Foundation Employee Tax-Deferred Savings Plan? ▼
Next read for Hamot Health Foundation Employee Tax-Def…
Scale reading
Ways to act on Hamot Health Foundation Employee Tax-Deferred Savings Plan's numbers.
- By total assets, Hamot Health Foundation Employee Tax-Deferred Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Upmc Hamot's sponsor-wide assets have declined 4.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans