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  2. UPMC PINNACLE
Sponsor portfolioTH

UPMC PINNACLE

EIN 25-1778658-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$601.7M assets
Welfare
0
Participants
16,144
P.O. BOX 8700, 205 S. FRONT STREET - HARRISBURG, PA 171041619717-231-8245pinnaclehealth.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$521.1M - 14,715 part#006401k-$80.6M - 1,429 part

Retirement portfolio analytics

2 plans aggregated / $601.7M assets / 16,144 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • TAX SHELTERED Savings (#002)87%
  • HEALTH SYSTEM 401(K) (#006)13%
Total $601.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • (Not disclosed)87%
  • NATIONAL FINANCIAL SERVICES13%
Total $601.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX SHELTERED Savings (#002)14,715
  • HEALTH SYSTEM 401(K) (#006)1,429
Total 16,144Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN

403b

Assets$521.1M
Participants14,715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PINNACLE HEALTH SYSTEM 401(K) PLAN

401k

Assets$80.6M
Participants1,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN403b$521.1M14,7152024
006PINNACLE HEALTH SYSTEM 401(K) PLAN401k$80.6M1,4292024
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