Other · DOL Form 5500 · 2022
Upmc Pinnacle Retirement Plan
Data updated 2026-08-25
- $494M
- Total assets Above avg plan size
- 6,520
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $75,732
- Avg per participant Below avg balance/head
Official DOL plan name: Pinnacle Health System 403b Tax Sheltered Savings Plan · Sponsored by Upmc Pinnacle · Pennsylvania · Healthcare & Social Assistance
$494M in assets, 6,520 participants
Upmc Pinnacle's Pinnacle Health System 403b Tax Sheltered Savings Plan reported $494M in total assets and 6,520 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,670 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Pinnacle Health System 403b Tax Sheltered Savings Plan covers 6,520 participants in Pennsylvania, 7.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $494M.
- #19,670
- in Healthcare & Social Assistance (20,060 peers)
- -25.3%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $160M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pinnacle Health System 403b Tax Sheltered Savings Plan's outsized position by total assets
Pinnacle Health System 403b Tax Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$493,769,845 Top 2% higher than 98% of 139,123 filed plans
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 403b Tax Sheltered Savings 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 403b Tax Sheltered Savings Plan lands in the large band (6,520 participants).
Published 5500 schedule card
Filing strip 251778658 · Upmc Pinnacle PY 2022 · Other
Pinnacle Health System 403b Tax Sheltered Savings Plan · $494M · 6,520 · 98th
- ASSETS $494M
- PCT 6,520
- EIN 98th
- RANK Other
- PHOTO near Embry-Riddle Aeronautical University DC Retirement Plan
- IND ind #19670
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 403b Tax Sheltered Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $661M |
|---|---|
| Net Assets (End of Year) | $494M |
| Net Income | -$160M |
| Employer EIN | 251778658 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,613 | $566M |
| 2023 | 2 | 6,411 | $596M |
| 2024 | 2 | 5,840 | $602M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Scale composition for Pinnacle Health System 403b Tax Sheltered Savings Plan
Pinnacle Health System 403b Tax Sheltered Savings Plan reports $494M in end-of-year assets across 6,520 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $75,732 per participant (55% of the national average assets-per-participant) . Net income for plan year 2022 was -$160M.
This plan identity (EIN 251778658, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $494M to $521M (+5.5%) while covered participants moved from 6,520 to 4,863 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,520 | $494M | This page |
| 2023 | 5,380 | $518M | Open filing |
| 2024 · index core | 4,863 | $521M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pinnacle Health System 403b Tax Sheltered Savings Plan (Other, $521M, 4,863 participants)
Pinnacle Health System 403b Tax Sheltered Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Embry-Riddle Aeronautical University DC Retirement Plan in FL ($496M); by covered participants it is Sanford 403(b) Retirement Savings Plan in ND (6,516 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($494M here).
- Embry-Riddle Aeronautical University DC Retirement Plan (FL) $496M · 2,456
- Institute for Defense Analyses Qualified Retirement Plan (VA) $496M · 1,178
- Iaicu Multiple Employer Plan (IA) $496M · 2,131
- Umass Memorial Health Care 403(b) Plan (MA) $491M · 2,872
Similar participant headcount
Nearest other-state filings by covered participants (6,520 participants); asset peers above are excluded.
- Sanford 403(b) Retirement Savings Plan (ND) 6,516 · 4 off
- Southcoast Health System Partnership Plan (MA) 6,539 · 19 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 6,492 · 28 off
- John Muir Health 403b Plan (CA) 6,556 · 36 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.