UPMC Pinnacle 401(k) and pension plans

UPMC Pinnacle, Harrisburg, PA. EIN 25-1778658. Annual reports 2009–2024. Also filed as Pinnacle Health System; Pinnaclehealth System.

UPMC Pinnacle has 2 active retirement plans on file. The largest is the Pinnacle Health System 403B Tax Sheltered Savings Plan, with 14,715 participants and $521 million in assets in 2024. Empower has been its recordkeeper since 2023.

Active plans: 2
Participants: 16,144
Plan assets: $602 million
401(k) recordkeeper: Empower
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Pinnacle Health System 403B Tax Sheltered Savings Plan

403(b)Active

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

Plan number: 002Employer EIN 25-1778658
Participants (2024): 14,715
Net assets (2024): $521 million
Recordkeeper: EmpowerEarlier: Prudential (2009–2022)
Plan administrator: UPMC Pinnacle
P.O. Box 8700, 205 S. Front Street
Harrisburg, PA 17104
(717) 231-8245As filed for 2024
In effect since: January 1, 1982

Plans merged into this one: Hanover Healthcare Plus, Inc. Tax Sheltered Annuity Plan (2017).

Earlier sponsor: Pinnacle Health System (2009–2016).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,715	$521 million	Empower
2023	12,325	$518 million	Empower
2022	13,261	$494 million	Prudential
2021	14,196	$661 million	Prudential
2020	15,236	$651 million	Prudential
2019	18,785	$877 million	Prudential
2018	17,308	$688 million	Prudential
2017	14,189	$681 million	Prudential
2016	10,737	$458 million	Prudential
2015	10,713	$416 million	Prudential
2014	9,251	$378 million	Prudential
2013	9,189	$347 million	Prudential
2012	9,022	$293 million	Prudential
2011	6,690	$262 million	Prudential
2010	5,475	$258 million	Prudential
2009	5,259	$227 million	Prudential

Pinnacle Health System 401(k) Plan

401(k)Active

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

Plan number: 006Employer EIN 25-1778658
Participants (2024): 1,429
Net assets (2024): $80.6 million
Recordkeeper: Empower2011–2024
Plan administrator: UPMC Pinnacle
P.O. Box 8700
Harrisburg, PA 17105
(717) 231-8245As filed for 2024
In effect since: April 10, 2011

Plans merged into this one: Hanover Healthcare Plus, Inc. 401(k) Plan (2017).

Earlier sponsor: Pinnacle Health System (2011–2016).

Earlier plan names: Pinnacle Health System 401K Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,429	$80.6 million	Empower
2023	1,258	$77.6 million	Empower
2022	1,331	$71.8 million	Empower
2021	1,429	$90.4 million	Empower
2020	1,548	$84.9 million	Empower
2019	1,708	$80.6 million	Empower
2018	1,839	$67.8 million	Empower
2017	738	$71.4 million	Empower
2016	645	$27.0 million	not listed
2015	692	$24.3 million	Empower
2014	678	$23.1 million	Empower
2013	687	$20.7 million	Empower
2012	663	$14.5 million	Empower
2011	178	$1.1 million	Empower

Pinnacle Health System Retirement Investment Acct

401(k)Closed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 005Employer EIN 25-1778658
Participants (2018): 3,634
Net assets (2018): $40.1 million
Recordkeeper: Prudential2009–2019
Plan administrator: UPMC Pinnacle
Po Box 8700, 205 S. Front ST.
Harrisburg, PA 17105
(717) 231-8630As filed for 2019
In effect since: January 1, 2007

Plans merged into this one: Pinnaclehealth System 401(k) Retirement Plan (2010).

Earlier sponsor: Pinnacle Health System (2009–2016).

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Prudential
2018	3,634	$40.1 million	Prudential
2017	3,850	$45.3 million	Prudential
2016	4,100	$41.7 million	not listed
2015	4,455	$42.7 million	Prudential
2014	5,639	$47.3 million	Prudential
2013	6,253	$48.3 million	Prudential
2012	5,444	$39.2 million	Prudential
2011	5,851	$31.9 million	Prudential
2010	5,282	$27.2 million	Prudential
2009	5,212	$19.3 million	Prudential

Pinnacle Health System Pension Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2015, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 25-1778658
Participants (2014): 2,913
Net assets (2014): $565,386
Plan administrator: Pinnacle Health System
P.O. Box 8700, 409 South Second Street
Harrisburg, PA 17105
(717) 231-8630As filed for 2015
In effect since: January 1, 1997

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	2,913	$565,386	not listed
2013	3,838	$147 million	not listed
2012	6,409	$250 million	not listed
2011	6,949	$222 million	not listed
2010	6,978	$209 million	not listed
2009	7,021	$183 million	not listed

Pinnaclehealth System 401(k) Retirement Plan

401(k)MergedUnion (multiemployer)

Merged. In 2010 its assets moved to the Pinnacle Health System Retirement Investment Acct, sponsored by UPMC Pinnacle (EIN 25-1778658, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 25-1778658
Participants (2009): 26
Net assets (2009): $293,994
Plan administrator: Pinnaclehealth System
P.O. Box 8700, 205 S. Front Street
Harrisburg, PA 17105
(717) 782-5678As filed for 2010
In effect since: January 1, 1982

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	26	$293,994	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Pinnacle Health System 403B Tax Sheltered 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) 231-8245). 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.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.