Other · DOL Form 5500 · 2023
Upmc Pinnacle Retirement Plan
Data updated 2026-08-25
- $518M
- Total assets Above avg plan size
- 5,380
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $96,318
- 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
$518M in assets, 5,380 participants
Upmc Pinnacle's Pinnacle Health System 403b Tax Sheltered Savings Plan reported $518M in total assets and 5,380 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,272 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Pinnacle Health System 403b Tax Sheltered Savings Plan covers 5,380 participants in Pennsylvania, 6.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $518M.
- #17,272
- in Healthcare & Social Assistance (17,684 peers)
- +4.9%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$518,192,206 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pinnacle Health System 403b Tax Sheltered Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (5,380 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pinnacle Health System 403b Tax Sheltered Savings Plan reported net income rose from -$160M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Pinnacle Health System 403b Tax Sheltered Savings Plan reported participants fell from 6,520 in the plan year 2022 filing to 5,380 in the plan year 2023 filing.
- Pinnacle Health System 403b Tax Sheltered Savings Plan end-of-year assets rose from $494M in the plan year 2022 filing to $518M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251778658 · Upmc Pinnacle PY 2023 · Other
Pinnacle Health System 403b Tax Sheltered Savings Plan · $518M · 5,380 · 97th
- SCH $518M
- SCH 5,380
- SCH 97th
- SCH Other
- SCH near Nicklaus Children's Health System Retirement Plan
- SCH ind #17272
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) | $494M |
|---|---|
| Net Assets (End of Year) | $518M |
| Net Income | $33M |
| 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 $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for Pinnacle Health System 403b Tax Sheltered Savings Plan
Pinnacle Health System 403b Tax Sheltered Savings Plan reports $518M in end-of-year assets across 5,380 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $96,318 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.
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 | Open filing |
| 2023 | 5,380 | $518M | This page |
| 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 Nicklaus Children's Health System Retirement Plan in FL ($518M); by covered participants it is Atlanticare 403(b) Retirement Plan in NJ (5,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($518M here).
- Nicklaus Children's Health System Retirement Plan (FL) $518M · 4,481
- Teacher's College, Columbia University DC Retirement Plan (NY) $519M · 2,325
- Colgate University Defined Contribution Retirement (NY) $522M · 997
- Billings Clinic 403b Plan (MT) $522M · 3,894
Similar participant headcount
Nearest other-state filings by covered participants (5,380 participants); asset peers above are excluded.
- Atlanticare 403(b) Retirement Plan (NJ) 5,391 · 11 off
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 5,394 · 14 off
- Baylor Scott & White Health 403(b) Savings Plan (TX) 5,360 · 20 off
- Akron Children's Hospital Retirement Security Plan (OH) 5,400 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.