401(k) · DOL Form 5500 · 2022

Upmc Pinnacle 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,093
Participants Near avg headcount
91st
Percentile by assets National rank
$65,716
Avg per participant Below avg balance/head
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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.

  • #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.

#18,473
in Healthcare & Social Assistance (20,060 peers)
-20.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Pinnacle Health System 401(k) Plan's outsized position 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 $2,050,000,000 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

Pinnacle Health System 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Health System 401(k) Plan lands in the large band (1,093 participants).

EBSA filing schedule strip

Filing strip 251778658 · Upmc Pinnacle PY 2022 · 401(k)

Pinnacle Health System 401(k) Plan · $72M · 1,093 · 91st

  • VS-ST $72M
  • BOY 1,093
  • SCH 91st
  • EBSA 401(k)
  • PART near Stitch Fix, Inc. 401(k) Savings Plan
  • TYPE ind #18473

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 →

Pinnacle Health System 401(k) Plan in the asset neighbourhood

Pinnacle Health System 401(k) PlanPinnacle Health System 401(k…$72MStitch Fix, Inc. 401(k) Savings PlanStitch Fix, Inc. 401(k) Savi…$72M401(k) Plan of Digitalbridge Group Advisors, LLC401(k) Plan of Digitalbridge…$72MMammoet USA South Inc 401(k) Profit Sharing Plan and TrustMammoet USA South Inc 401(k)…$72MColumbia Sussex 401(k) Plan$72M
End-of-year total assets ($M) among Pinnacle Health System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Upmc Pinnacle plans reported in each filing year

Latest sponsor-wide plan assets
$602M 6.381356600104221% vs 2022
2024 filing year
$560M$580M$600M$620M 202220232024 $566M $602M ▲ +6.4%
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 ($B) Participants Pinnacle Health System 401(k) Plan, Total assets ($B): 0.071827163 · Participants: 1093Pinnacle Health System 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
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 →

Pinnacle Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Stitch Fix, Inc. 401(k) Savings Plan in CA ($72M); by covered participants it is Beasley Mezzanine Holdings, LLC 401(k) Plan in FL (1,093 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,093 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Pinnacle Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beasley Mezzanine Holdings, LLC 401(k) Plan in FL (1,093 participants, $93M in assets).

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.