Other · DOL Form 5500 · 2024
Upmc Hamot Retirement Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 714
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $90,750
- Avg per participant Below avg balance/head
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.
- #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.
- #15,010
- in Healthcare & Social Assistance (16,916 peers)
- -5.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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.
Hamot Health Foundation Employee Tax-Deferred Savings Plan's outsized position by total assets
Hamot Health Foundation Employee Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,795,806 Top 13% higher than 87% 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
Hamot Health Foundation Employee Tax-Deferred Savings 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. Hamot Health Foundation Employee Tax-Deferred Savings Plan sits mid-pack in the medium band (714 participants).
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.
Published 5500 schedule card
Filing strip 250965387 · Upmc Hamot PY 2024 · Other
Hamot Health Foundation Employee Tax-Deferred Savings Plan · $65M · 714 · 87th
- TYPE $65M
- TYPE 714
- TYPE 87th
- TYPE Other
- TYPE near Mdrc Savings Plan
- TYPE ind #15010
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 →
Hamot Health Foundation Employee Tax-Deferred Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Upmc Hamot plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 4.674403398577482% vs 2022
- 2024 filing year
| 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.
- 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
Hamot Health Foundation Employee Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mdrc Savings Plan in NY ($65M); by covered participants it is Lesley University Retirement Plan in MA (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (714 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.