401(k) · DOL Form 5500 · 2022

Upmc Pinnacle 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
1,093
Participants
91st
Percentile by assets
$65,716
Avg per participant
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Official DOL plan name: Pinnacle Health System 401(k) Plan · Sponsored by Upmc Pinnacle · Pennsylvania · Healthcare & Social Assistance

$72M in assets, 1,093 participants

Upmc Pinnacle's Pinnacle Health System 401(k) Plan reported $72M in total assets and 1,093 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #18,473 in Healthcare & Social Assistance (20,060 peers)

Where Pinnacle Health System 401(k) Plan sits by assets

Pinnacle Health System 401(k) Plan sits in the top 10% of all filed plans by assets, $72M for 1,093 participants (~$65,716/participant), down 20.5% in 2022.

$72M
total plan assets (2022 EOY)
1,093
covered participants
91st
percentile by assets (of 139,126 plans)
$65,716
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Pinnacle Health System 401(k) Plan sits by total assets

Pinnacle Health System 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$71,827,163 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Pennsylvania
Industry
Healthcare & Social Assistance

Pinnacle Health System 401(k) Plan vs the 2022 asset distribution

By assets, Pinnacle Health System 401(k) Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$72M
Net Income-$19M
Employer EIN251778658
Plan Effective Date2011-04-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Upmc Pinnacle)

$560M$580M$600M$620M 202220232024 $566M $602M ▲ +6.4%
Total plan assets by year, all Upmc Pinnacle plans on file
Year Plans Participants Total Assets
2022 2 7,613 $566M
2023 2 6,411 $596M
2024 2 5,840 $602M

Nearby 401(k) Plans in Pennsylvania

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

Pinnacle Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pinnacle Health Syst…, Total assets ($B): 0.071827163 · Participants: 1093Pinnacle Health Syst…Comcast Corporation …, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Se…, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Se…The Vanguard Retirem…, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirem…The Bank of New York…, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York…
Pinnacle Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pinnacle Health System 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pinnacle Health System 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Pinnacle Health System 401(k) Plan assets move in 2022? ▼
Pinnacle Health System 401(k) Plan declined sharply - down 20.5% during 2022, from $90M to $72M. Reported net income was -$19M.
How have Upmc Pinnacle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upmc Pinnacle's sponsor-wide assets grew 6.4%, from $566M to $602M.
Where does Pinnacle Health System 401(k) Plan rank by assets among Form 5500 filers? ▼
Pinnacle Health System 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pinnacle Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stitch Fix, Inc. 401(k) Savings Plan in CA ($72M, 8,285 participants).

Next read for Pinnacle Health System 401(k) Plan

Scale reading

Ways to act on Pinnacle Health System 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251778658.

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.