Albert Einstein Healthcare Network pension plans

Albert Einstein Healthcare Network, Philadelphia, PA. EIN 23-1396794. Annual reports 2009–2024. Also filed as Montgomery Healthcare System; Albert Einstein Medical Center.

Albert Einstein Healthcare Network has 2 active retirement plans on file. The largest is the Albert Einstein Healthcare Network Retirement Savings Plan, with 11,398 participants and $737 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 14,672
Plan assets: $865 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Albert Einstein Healthcare Network Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 23-1396794
Participants (2024): 11,398
Net assets (2024): $737 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Albert Einstein Healthcare Network
1101 Market Street Suite 2300
Philadelphia, PA 19107
(215) 456-6432As filed for 2024
In effect since: April 1, 1995

Earlier plan names: Einstein Healthcare Network Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,398	$737 million	Fidelity
2023	11,276	$659 million	Fidelity
2022	11,151	$555 million	Fidelity
2021	10,803	$664 million	Fidelity
2020	10,698	$581 million	Fidelity
2019	12,253	$504 million	Fidelity
2018	12,355	$413 million	Fidelity
2017	11,206	$439 million	Fidelity
2016	11,441	$376 million	Fidelity
2015	11,662	$348 million	Fidelity
2014	10,633	$337 million	Fidelity
2013	12,513	$310 million	Fidelity
2012	11,087	$261 million	Fidelity
2011	10,958	$228 million	Fidelity
2010	10,804	$221 million	Fidelity
2009	10,249	$189 million	Fidelity

Einstein Medical Center Montgomery Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 23-1396794
Participants (2024): 3,274
Net assets (2024): $128 million
Recordkeeper: FidelityEarlier: TIAA (2011)
Plan administrator: Albert Einstein Healthcare Network
1101 Market Street, Suite 2300
Philadelphia, PA 19107
(215) 456-6867As filed for 2024
In effect since: November 1, 2004

Earlier sponsor: Montgomery Healthcare System (2009–2011).

Earlier plan names: Montgomery Healthcare System Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,274	$128 million	Fidelity
2023	3,275	$108 million	Fidelity
2022	3,293	$88.5 million	Fidelity
2021	3,244	$101 million	Fidelity
2020	2,738	$83.6 million	Fidelity
2019	3,231	$69.7 million	Fidelity
2018	3,048	$52.5 million	Fidelity
2017	2,895	$52.6 million	Fidelity
2016	2,870	$41.8 million	Fidelity
2015	2,598	$34.9 million	Fidelity
2014	2,193	$30.8 million	Fidelity
2013	1,797	$26.1 million	Fidelity
2012	1,491	$18.8 million	not listed
2011	684	$14.1 million	TIAA
2010	662	$12.2 million	not listed
2009	657	$9.1 million	not listed

Albert Einstein Medical Center Employees Retirement Plan

Pension (defined benefit)Merged

Merged. In 2023 its assets moved to the Jefferson Defined Benefit Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 010). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 23-1396794
Participants (2022): 10,457
Net assets (2022): $529 million
Plan administrator: Albert Einstein Healthcare Network
1101 Market Street, Suite 2300
Philadelphia, PA 19107
(215) 456-6473As filed for 2023
In effect since: July 1, 1969

Plans merged into this one: Montgomery Hospital Pension Plan (2014).

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	10,457	$529 million	not listed
2021	9,960	$485 million	not listed
2020	10,242	$591 million	not listed
2019	10,208	$485 million	not listed
2013	12,147	$378 million	not listed
2012	12,203	$340 million	not listed
2011	11,892	$304 million	not listed
2010	11,644	$289 million	not listed
2009	11,528	$224 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Albert Einstein Healthcare Network Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((215) 456-6432). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.