Other · DOL Form 5500 · 2022
Upmc Pinnacle Retirement Plan
Data updated 2026-08-11
- $494M
- Total assets
- 6,520
- Participants
- 98th
- Percentile by assets
- $75,732
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $494M
- total plan assets (2022 EOY)
- 6,520
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $75,732
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Pinnacle Health System 403b Tax Sheltered Savings Plan reports 6,520 participants - 7.9x that state average ($494M EOY assets).
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)
| 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.
Pinnacle Health System 403b Tax Sheltered Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Pinnacle Health System 403b Tax Sheltered Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Pinnacle Health System 403b Tax Sheltered Savings Plan assets move in 2022? ▼
How have Upmc Pinnacle plan assets changed over time? ▼
Where does Pinnacle Health System 403b Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Pinnacle Health System 403b Tax Sheltered Savings Plan? ▼
Next read for Pinnacle Health System 403b Tax Sheltere…
Filing takeaways
Ways to act on Pinnacle Health System 403b Tax Sheltered Savings Plan's numbers.
- By total assets, Pinnacle Health System 403b Tax Sheltered Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Upmc Pinnacle's sponsor-wide assets have grown 6.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans