Penn Highlands Healthcare 401(k) and pension plans

Penn Highlands Healthcare, Dubois, PA. EIN 32-0345810. Annual reports 2009–2025. Also filed as Dubois Regional Medical Center; Dubois Regional Medical Center, Inc; Penn Highlands Healthcare, Inc.; Monongahela Valley Hospital, Inc.

Penn Highlands Healthcare has 4 active retirement plans on file. The largest is the Monongahela Valley Hospital, Inc. 401(k) Plan 003, with 1 participants and $4,994 in assets in 2025. Principal has been its recordkeeper since 2013.

Active plans: 4
Participants: 1,349
Plan assets: $97.2 million
401(k) recordkeeper: Principal
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Monongahela Valley Hospital, Inc. 401(k) Plan 003

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 23-7218917
Participants (2025): 1
Net assets (2025): $4,994
Recordkeeper: Principal2013–2025
Plan administrator: Monongahela Valley Hospital, Inc.
1163 Country Club RD
Monongahela, PA 15063
(724) 258-1139As filed for 2025
In effect since: January 1, 2013

Earlier plan names: Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003.

Year by year, 2013 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1	$4,994	Principal
2024	199	$8.8 million	Principal
2023	405	$8.3 million	Principal
2022	413	$6.9 million	Principal
2021	427	$8.5 million	Principal
2020	480	$7.4 million	Principal
2019	522	$6.3 million	Principal
2018	512	$4.7 million	Principal
2017	506	$4.6 million	Principal
2016	508	$3.4 million	Principal
2015	509	$2.4 million	not listed
2014	492	$1.7 million	not listed
2013	499	$885,729	Principal

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 23-7218917
Participants (2025): 0
Net assets (2025): $54,105
Recordkeeper: Principal2015–2025
Plan administrator: Monongahela Valley Hospital, Inc.
1163 Country Club RD
Monongahela, PA 15063
(724) 258-1106As filed for 2025
In effect since: January 1, 2012

Year by year, 2012 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$54,105	Principal
2024	339	$26.6 million	Principal
2023	554	$24.6 million	Principal
2022	553	$21.5 million	Principal
2021	564	$28.0 million	Principal
2020	590	$24.7 million	Principal
2019	622	$20.6 million	Principal
2018	602	$16.3 million	Principal
2017	594	$15.6 million	Principal
2016	611	$12.7 million	Principal
2015	617	$9.7 million	Principal
2014	601	$6.0 million	not listed
2013	558	$3.8 million	not listed
2012	555	$1.8 million	not listed

PHH Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 003Employer EIN 32-0345810
Participants (2024): 1,009
Net assets (2024): $70.5 million
Plan administrator: Penn Highlands Healthcare
100 Hospital Road
Dubois, PA 15801
(814) 375-3352As filed for 2024
In effect since: July 1, 1972

Plans merged into this one: Monongahela Valley Hospital, Inc. Retirement Income Plan (2022); J.C. Blair Memorial Hospital Retirement Plan (2023).

Earlier sponsors: Elk Regional Health Center (2009–2012); Penn Highlands Elk (2013–2022).

Earlier plan names: Retirement Plan for Employees of the Elk Regional Health Center.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,009	$70.5 million	not listed
2023	2,108	$134 million	not listed
2022	2,201	$129 million	not listed
2021	675	$22.2 million	not listed
2020	684	$27.5 million	not listed
2019	691	$22.8 million	not listed
2018	713	$22.3 million	not listed
2017	722	$22.1 million	not listed
2016	867	$23.0 million	not listed
2015	873	$22.0 million	not listed
2014	883	$23.5 million	not listed
2013	893	$23.8 million	not listed
2012	906	$21.3 million	not listed
2011	915	$19.9 million	not listed
2010	916	$19.7 million	not listed
2009	924	$16.7 million	not listed

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002

401(k)Active

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

Plan number: 002Employer EIN 32-0345810
Participants (2024): 339
Net assets (2024): $26.6 million
Recordkeeper: PrincipalEarlier: Transamerica (2016–2023), Mutual of Amercia (2014), Mutual of America (2013)
Plan administrator: Monongahela Valley Hospital, Inc.
1163 Country Club RD
Monongahela, PA 15063
(724) 258-1106As filed for 2024
In effect since: January 1, 2012

Plans merged into this one: Penn Highlands Huntingdon 403(b) Retirement Plan (2023); Highlands Hospital 403(b) Plan (2023); PH - Clearfield Hospital 403(b) Plan (2024).

Earlier sponsors: Dubois Regional Medical Center (2009–2019); Penn Highlands Healthcare, Inc. (2020–2023).

Earlier plan names: Tax Deferred Annuity Plan of Dubois Regional Medical Center; Tax Deferred Annuity Plan of Dubois Regional Medical Center, Inc.; Tax Deferred Annuity Plan of Dubois Regional Medical Center, Inc; Penn Highlands Healthcare 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	339	$26.6 million	Principal
2023	5,217	$275 million	Transamerica
2022	4,270	$217 million	Transamerica
2021	4,045	$254 million	Transamerica
2020	3,716	$225 million	Transamerica
2019	2,784	$203 million	Transamerica
2018	2,668	$131 million	Transamerica
2017	2,449	$139 million	Transamerica
2016	2,133	$123 million	Transamerica
2015	2,057	$120 million	not listed
2014	1,772	$123 million	Mutual of Amercia
2013	1,662	$114 million	Mutual of America
2012	1,575	$93.3 million	not listed
2011	1,535	$81.7 million	not listed
2010	1,540	$78.5 million	not listed
2009	1,462	$66.7 million	not listed

Monongahela Valley Hospital, Inc. Retirement Income Plan

Pension (defined benefit), frozenMerged

Merged. In 2022 its assets moved to the Retirement Plan for Employees of the Elk Regional Health Center, sponsored by Penn Highlands Healthcare (EIN 25-0585280, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 23-7218917
Participants (2021): 1,186
Net assets (2021): $112 million
Plan administrator: Monongahela Valley Hospital, Inc.
1163 Country Club Road
Monongahela, PA 15063
(724) 258-1242As filed for 2022
In effect since: January 1, 1966

Earlier sponsor: Mon Vale Health Resources, Inc. Monongahela Valley Hospital, Inc. (2009–2020).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	1,186	$112 million	not listed
2020	1,159	$110 million	not listed
2019	1,295	$110 million	not listed
2018	1,381	$100 million	not listed
2017	1,482	$111 million	not listed
2016	1,511	$99.9 million	not listed
2015	1,555	$90.9 million	not listed
2014	1,566	$94.2 million	not listed
2013	1,574	$89.8 million	not listed
2012	1,629	$77.9 million	not listed
2011	1,731	$71.8 million	not listed
2010	1,787	$72.1 million	not listed
2009	1,740	$65.7 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002. 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 ((724) 258-1139). That number was filed for 2025; 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.

All 5 plans

Monongahela Valley Hospital, Inc. 401(k) Plan 003

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002

PHH Pension Plan

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002

Monongahela Valley Hospital, Inc. Retirement Income Plan

If you had money in one of these plans

What these numbers are

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