Other · DOL Form 5500 · 2024
Upmc Pinnacle Retirement Plan
Data updated 2026-08-25
- $521M
- Total assets Above avg plan size
- 4,863
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $107,153
- 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
$521M in assets, 4,863 participants
Upmc Pinnacle's Pinnacle Health System 403b Tax Sheltered Savings Plan reported $521M in total assets and 4,863 participants in its 2024 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.
- #16,468 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Pinnacle Health System 403b Tax Sheltered Savings Plan covers 4,863 participants in Pennsylvania, 5.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $521M.
- #16,468
- in Healthcare & Social Assistance (16,916 peers)
- +0.6%
- 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 2024 · DOL Form 5500
$521,083,839 Top 3% higher than 97% of 123,620 filed plans
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 403b Tax Sheltered Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (4,863 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pinnacle Health System 403b Tax Sheltered Savings Plan reported net income fell from $33M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Pinnacle Health System 403b Tax Sheltered Savings Plan reported participants fell from 5,380 in the plan year 2023 filing to 4,863 in the plan year 2024 filing.
- Pinnacle Health System 403b Tax Sheltered Savings Plan end-of-year assets rose from $518M in the plan year 2023 filing to $521M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 251778658 · Upmc Pinnacle PY 2024 · Other
Pinnacle Health System 403b Tax Sheltered Savings Plan · $521M · 4,863 · 97th
- TYPE $521M
- NET 4,863
- BOOK 97th
- VS-ST Other
- BOY near Gonzaga University 403(b) Retirement Plan
- SCH ind #16468
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) | $518M |
|---|---|
| Net Assets (End of Year) | $521M |
| Net Income | $7M |
| 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 $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
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 Gonzaga University 403(b) Retirement Plan in WA ($522M); by covered participants it is New York University Retirement Plan for Adjunct Faculty Members in NY (4,872 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($521M here).
- Gonzaga University 403(b) Retirement Plan (WA) $522M · 2,294
- All Childrens Health System, Inc. 403(b) Savings Plan (FL) $514M · 3,838
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $529M · 1,295
- Suffolk University Employee Retirement Plan (MA) $531M · 1,583
Similar participant headcount
Nearest other-state filings by covered participants (4,863 participants); asset peers above are excluded.
- New York University Retirement Plan for Adjunct Faculty Members (NY) 4,872 · 9 off
- Cape Cod Healthcare 403(b) Partnership Plan (MA) 4,851 · 12 off
- Georgetown University Defined Contribution Retirement Plan (DC) 4,882 · 19 off
- Hartford Healthcare 403(b) Plan (CT) 4,887 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.