Upmc Hamot Surgery Center 401(k) Retirement Plan
Upmc Hamot Surgery Center, L.L.C. · Erie, PA · EIN 251863661 · Plan 001 · Form 5500 for plan year 2024
What Upmc Hamot Surgery Center, L.L.C put into the plan, per active participant
Not on this filing
The Form 5500 filing has no Schedule H, so the plan reports no contributions received.
Nothing is filled in from an average, from another year or from another plan.
Source: Form 5500 filing for the plan year ended June 30, 2025, received by the DOL March 12, 2026 · DOL EFAST2 ↗
What the plan cost, per participant
Not ranked
The Form 5500 filing has no Schedule H, so the plan reports no administrative expenses.
Participants at the start of plan year 2024
135
The plan reported 135 participants for plan year 2024, and no Schedule H financials are on file, so the filing states no contributions received and no plan-paid expenses.
401(k) Monitor Score
Not scored
This filing reports neither of the two amounts the score is built from, so it takes none.
Nothing is filled in from an average, from another year or from another plan, because a two-part score computed on one part is a different measure wearing the same name.
What the score would read, on a filing that carries both: Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.
On this page: where the match terms are stated · what to check next · every figure on the filing · the plans this one is ranked against · service providers
The match and vesting terms, from a Form 11-K
The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.
What Upmc Hamot Surgery Center, L.L.C puts in
Not in public filings for this employer
We have no SEC Form 11-K for this employer, and the Form 5500 this page is built from does not report match terms.
Two places state the terms in full: your plan’s Summary Plan Description, which your employer must provide on request, and your recordkeeper’s site, the one you log in to for your balance.
What you contribute to collect all of it
Not in public filings for this employer
The rate that collects the full match is part of the match formula, which a Form 5500 does not report.
Vesting score
Not scored
The vesting schedule is stated in a Form 11-K, and we have none for this employer.
A schedule this cannot read at whole-year anniversaries is left without a number rather than given a middle one.
What the plan costs, against plans of its size
Not reported
The Form 5500 filing has no Schedule H, so the plan reports no administrative expenses.
What to check next
This filing reports no money at all
There is no Schedule H on this filing, so it states neither contributions received nor fees paid. That is a filing rule about size and not a statement that nothing went in. Your own statement shows what reached your account.
Your own numbers are not on this page
Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.
Key figures
No Schedule H is on file for this year. Small plans filing under the 80–120 rule report no detailed financials. Nothing is shown because nothing was reported.
The plans this one is ranked against
Fees on this page are ranked against the 100–499 participant cohort, where the median plan pays $156.87 per participant. The sponsor files from Pennsylvania, one of 2,692 plans on file there, at a median of $127.89 per participant. Its business code places the plan in healthcare, one of 6,908 on file, which run to a median of $95.79.
Plans of a similar size in Pennsylvania
| Plan | Participants | Cost per participant |
|---|---|---|
| Road Scholar Transport, Inc. Retirement PlanRoad Scholar Transport, Inc. | 135 | not itemized |
| The Buncher 401(k) PlanThe Buncher Company | 135 | $10.81 |
| Massaro Construction Group 401(k) Profit Sharing PlanMassaro Construction Group, Inc. | 135 | $167.01 |
| Diamondback Automotive Accessories 401 (K) Profit Sharing & TrustDiamondback Automotive Accessories | 135 | $287.73 |
Service providers (Schedule C)
Not reported in filing. Plans with bundled or revenue-sharing arrangements often report no Schedule C provider compensation. Absence here is a reporting artifact, not a $0 cost.
Useful links
- Find a 401(k) you left at an old job ↗
The DOL's Retirement Savings Lost & Found. Free and official.
- Look up this plan's full Form 5500 ↗
The DOL's own filing search. Search by plan or sponsor name.
- Download this plan's data (CSV) ↗
Every field on this page, one row, ready for a spreadsheet.
Source
| Dataset | DOL EFAST2 Form 5500 bulk data (FOIA) |
|---|---|
| Form year | 2024 |
| Filing ACK_ID | 20260312134111NAL0006413569001 |
| Dataset last refreshed | July 28, 2026 |
Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗
Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag
Cite this page
401(k) Monitor, "Upmc Hamot Surgery Center 401(k) Retirement Plan: Form 5500 facts", from DOL EFAST2 filing 20260312134111NAL0006413569001, plan year ended June 30, 2025.