UPMC Altoona pension plans

UPMC Altoona, Altoona, PA. EIN 23-1352155. Annual reports 2009–2024. Also filed as Altoona Regional Health System.

UPMC Altoona has one active retirement plan on file, the Altoona Regional Health System 403(b) Plan, with 978 participants and $15.7 million in assets in 2024.

Active plans: 1
Participants: 978
Plan assets: $15.7 million
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Altoona Regional Health System 403(b) Plan

403(b)Active

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

Plan number: 003Employer EIN 23-1352155
Participants (2024): 978
Net assets (2024): $15.7 million
Plan administrator: UPMC Altoona
620 Howard Avenue
Altoona, PA 16601
(814) 889-2011As filed for 2024
In effect since: July 1, 2008

Earlier sponsor: Altoona Regional Health System (2009–2012).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	978	$15.7 million	not listed
2023	1,013	$14.9 million	not listed
2022	1,094	$13.9 million	not listed
2021	1,286	$17.1 million	not listed
2020	1,159	$16.9 million	not listed
2019	1,185	$15.8 million	not listed
2018	1,225	$15.0 million	not listed
2017	1,280	$17.2 million	not listed
2016	1,413	$18.7 million	not listed
2015	1,371	$24.0 million	not listed
2014	2,962	$26.1 million	not listed
2013	2,941	$23.3 million	not listed
2012	3,077	$17.0 million	not listed
2011	2,848	$11.8 million	not listed
2010	853	$8.2 million	not listed
2009	2,682	$4.1 million	not listed

Retirement Plan for Employees of the Altoona Regional Health System

Pension (defined benefit), frozenMerged

Merged. In 2014 its assets moved to the UPMC Basic Retirement Plan, sponsored by UPMC (EIN 25-1423657, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 23-1352155
Participants (2013): 3,493
Net assets (2013): $313 million
Administered by: M&T BankEarlier: M&T Trust (2012)
Plan administrator: UPMC Altoona
620 Howard Ave.
Altoona, PA 16601
(814) 889-3629As filed for 2014
In effect since: July 1, 1963

Plans merged into this one: Retirement Plan for Bargaining Unit Employees of the Altoona Regional Health System (2012).

Earlier sponsor: Altoona Regional Health System (2009–2011).

Earlier plan names: Retirement Plan for Non-Barg. Unit Ees of the Altoona Regional Health System.

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	M&T Bank
2013	3,493	$313 million	M&T Bank
2012	3,524	$223 million	M&T Trust
2011	2,087	$96.8 million	not listed
2010	2,128	$89.2 million	not listed
2009	2,171	$75.6 million	not listed

Retirement Plan for Bargaining Unit Employees of the Altoona Regional Health System

Pension (defined benefit)Merged

Merged. In 2012 its assets moved to the Retirement Plan for Non-Bargaining Unit Employees of the Altoona Regional Health System, sponsored by UPMC Altoona (EIN 23-1352155, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 23-1352155
Participants (2011): 1,471
Net assets (2011): $38.5 million
Administered by: M&T Trust2009–2012
Plan administrator: UPMC Altoona
620 Howard Avenue
Altoona, PA 16601
(814) 889-3629As filed for 2012
In effect since: July 1, 1963

Earlier sponsor: Altoona Regional Health System (2009–2011).

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	M&T Trust
2011	1,471	$38.5 million	M&T Trust
2010	1,488	$35.4 million	M&T Trust
2009	1,521	$29.4 million	M&T Trust

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((814) 889-2011). 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.