401(k) · DOL Form 5500 · 2024

Upmc Pinnacle 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
977
Participants Near avg headcount
89th
Percentile by assets National rank
$82,504
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

$81M in assets, 977 participants

Upmc Pinnacle's Pinnacle Health System 401(k) Plan reported $81M in total assets and 977 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,275 in Healthcare & Social Assistance (16,916 peers)

Where Pinnacle Health System 401(k) Plan sits by assets

Pinnacle Health System 401(k) Plan sits in the top quartile of all filed plans by assets, $81M for 977 participants (~$82,504/participant), up 3.9% in 2024.

#15,275
in Healthcare & Social Assistance (16,916 peers)
+3.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$80,605,931 Top 11% higher than 89% of 123,620 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 2024

Pinnacle Health System 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Health System 401(k) Plan sits mid-pack in the medium band (977 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinnacle Health System 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pinnacle Health System 401(k) Plan reported participants fell from 1,031 in the plan year 2023 filing to 977 in the plan year 2024 filing.
  • Pinnacle Health System 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $81M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251778658 · Upmc Pinnacle PY 2024 · 401(k)

Pinnacle Health System 401(k) Plan · $81M · 977 · 89th

  • PART $81M
  • PART 977
  • PART 89th
  • PART 401(k)
  • PART near Kemper Cpa Group LLP Employees Profit Sharing Plan
  • PART ind #15275

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…$81MKemper Cpa Group LLP Employees Profit Sharing PlanKemper Cpa Group LLP Employe…$81MDorchester Collection 401(k) PlanDorchester Collection 401(k)…$81MEscalent, Inc. 401(k) Plan$81MSouthland Holdings, LLC 401(k) Profit Sharing PlanSouthland Holdings, LLC 401(…$81M
End-of-year total assets ($M) among Pinnacle Health System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$81M
Net Income$3M
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pinnacle Health System 401(k) Plan, Total assets ($B): 0.080605931 · Participants: 977Pinnacle Health System 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Kemper Cpa Group LLP Employees Profit Sharing Plan in IL ($81M); by covered participants it is Third Federal 401(k) Savings Plan in OH (977 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (977 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Pinnacle Health System 401(k) Plan edged up modestly - up 3.9% during 2024, from $78M to $81M. Reported net income was $3M.
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 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile 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 Kemper Cpa Group LLP Employees Profit Sharing Plan in IL ($81M, 363 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 Third Federal 401(k) Savings Plan in OH (977 participants, $205M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.