Penn State Health 401(k) and retirement plans

Penn State Health, Hershey, PA. EIN 47-3769205. Annual reports 2018–2025.

Penn State Health has 2 active retirement plans on file. The largest is the Penn State Health 401(k) Savings Plan, with 22,299 participants and $3.4 billion in assets in 2025. Empower has been its recordkeeper since 2018. No traditional pension plan appears in Penn State Health's filings since 2018.

Active plans: 2
Participants: 43,269
Plan assets: $4.0 billion
401(k) recordkeeper: Empower
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Penn State Health 401(k) Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 47-3769205
Participants (2025): 22,299
Net assets (2025): $3.4 billion
Recordkeeper: Empower2018–2025
Plan administrator: Penn State Health
P.O. Box 804
Hershey, PA 17033
(717) 531-6222As filed for 2025
In effect since: October 1, 2017

Plans merged into this one: Penn State Health Milton S. Hershey Medical Center Section 401(k) Savings Plan (2018); Penn State Health ST. Joseph 401(k) Retirement Savings Plan (2019).

Year by year, 2018 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	22,299	$3.4 billion	Empower
2024	22,033	$2.9 billion	Empower
2023	22,540	$2.6 billion	Empower
2022	23,175	$2.1 billion	Empower
2021	23,215	$2.5 billion	Empower
2020	23,618	$2.0 billion	Empower
2019	15,094	$1.6 billion	Empower
2018	15,404	$1.3 billion	Empower

Penn State Health Tax Sheltered Annuity Program

403(b)Active

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

Plan number: 002Employer EIN 47-3769205
Participants (2025): 20,970
Net assets (2025): $608 million
Recordkeeper: EmpowerEarlier: TIAA (2023), Empower (2022), TIAA (2018–2021)
Plan administrator: Penn State Health
P.O. Box 804
Hershey, PA 17033
(717) 531-6222As filed for 2025
In effect since: October 1, 2017

Plans merged into this one: Penn State Health Milton S. Hershey Medical Center Tax Sheltered Annuity Program (2018).

Year by year, 2018 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	20,970	$608 million	Empower
2024	20,282	$532 million	Empower
2023	19,304	$444 million	TIAA
2022	19,045	$373 million	Empower
2021	17,487	$430 million	TIAA
2020	17,162	$336 million	TIAA
2019	12,570	$282 million	TIAA
2018	11,963	$229 million	TIAA

If you had money in one of these plans

Call Empower (empower.com), which runs the Penn State Health 401(k) 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 ((717) 531-6222). That number was filed for 2025; ask for the benefits or retirement plan office.
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 2 plans

Penn State Health 401(k) Savings Plan

Penn State Health Tax Sheltered Annuity Program

If you had money in one of these plans

What these numbers are

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