PINNACLE HEALTH SYSTEM 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UPMC PINNACLE
This 401(k) plan holds $72M in total assets and serves 1,093 participants as of 2022. It is sponsored by UPMC PINNACLE in Pennsylvania. The plan reported a net loss of $19M for the year.
What the Filing Says About PINNACLE HEALTH SYSTEM 401(K) PLAN
PINNACLE HEALTH SYSTEM 401(K) PLAN is a 401(k) retirement plan sponsored by UPMC PINNACLE, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $72M in total end-of-year assets and covers 1,093 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251778658, and the plan has been effective since 2011-04-10. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $90M at the beginning of 2022 to $72M at year-end — a decline of 20.5%. Net assets (after liabilities) closed the year at $72M, with reported net income of $-18,529,102 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $90M |
| Total Assets (End of Year) | $72M |
| Net Assets (End of Year) | $72M |
| Net Income | $-18,529,102 |
| Plan Type | 401(k) |
| Employer EIN | 251778658 |
| Plan Effective Date | 2011-04-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UPMC PINNACLE)
| 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.
- COMCAST CORPORATION RETIREMENT - INVESTMENT PLAN $17.4B · 93,136
- CIGNA 401(K) PLAN $13.0B · 66,760
- THE VANGUARD RETIREMENT AND SAVINGS PLAN $9.8B · 18,200
- THE BANK OF NEW YORK MELLON CORPORATION 401(K) SAVINGS PLAN $9.0B · 25,184
- GSK 401(K) PLAN $8.1B · 11,837
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Frequently Asked Questions
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.