UPMC 401(k) and pension plans

UPMC, Pittsburgh, PA. EIN 25-1423657. Annual reports 2009–2024.

UPMC has 3 active retirement plans on file. The largest is the UPMC 401(A) Retirement Savings Plan, with 112,002 participants and $4.9 billion in assets in 2024. Alight has been its recordkeeper since 2009.

Active plans: 3
Participants: 306,584
Plan assets: $12.6 billion
401(k) recordkeeper: Alight
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

UPMC 401(A) Retirement Savings Plan

401(k)Active

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

Plan number: 335Employer EIN 25-1423657
Participants (2024): 112,002
Net assets (2024): $4.9 billion
Recordkeeper: Alight2009–2024
Plan administrator: UPMC
Uss Tower, 56TH FL, 600 Grant ST
Pittsburgh, PA 15219
(412) 647-9480As filed for 2024
In effect since: January 1, 1996

Plans merged into this one: Safe Harbor Behavioral Health 401K Retirement Plan (2019); Hamot Health Foundation Tax Sheltered Annuity Thri (2011); Susquehanna Health System 401(k) Retirement Plan (2020); Wca Hospital Defined Contribution Retirement Plan (2020).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	112,002	$4.9 billion	Alight
2023	104,105	$4.3 billion	Alight
2022	99,949	$3.5 billion	Alight
2021	101,843	$4.1 billion	Alight
2020	96,274	$3.6 billion	Alight
2019	82,277	$2.9 billion	Alight
2018	81,607	$2.3 billion	Alight
2017	77,420	$2.3 billion	Alight
2016	69,638	$1.8 billion	Alight
2015	64,007	$1.6 billion	Alight
2014	63,793	$1.6 billion	Alight
2013	61,410	$1.4 billion	Alight
2012	61,380	$1.1 billion	Alight
2011	57,943	$924 million	Alight
2010	52,401	$850 million	Alight
2009	51,284	$721 million	Alight

UPMC Basic Retirement Plan

Cash balance pensionActive

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

Plan number: 333Employer EIN 25-1423657
Participants (2024): 100,852
Net assets (2024): $3.0 billion
Administered by: Alight2009–2024
Plan administrator: UPMC
Uss Tower, 56TH Floor, 600 Grant ST
Pittsburgh, PA 15219
(412) 647-9480As filed for 2024
In effect since: January 1, 1974

Plans merged into this one: Cash Balance Pension Plan for the Employees of UPMC Lee Regional (2010); Hamot Health Foundation Cash Account Pension Plan (2015); Laurel Health System Pension Plan (2017); Retirement Plan for Employees of the Altoona Regional Health System (2014); UPMC Western Maryland Retirement Plan (2020); Wca Hospital Retirement Plan (2017); Retirement Plan for Employees of Jameson Health System Inc. (2016); Pension Plan for Employees of ST. Francis Hospital of New Castle (2016); Retirement Plan for Employees of Charles Cole Memorial Hospital (2018); Retirement Plan for the Employees of Somerset Community Hospital (2019); Home Nursing Agency'S Pension Plan (2016).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	100,852	$3.0 billion	Alight
2023	98,949	$2.8 billion	Alight
2022	94,292	$2.8 billion	Alight
2021	91,449	$3.2 billion	Alight
2020	90,497	$3.0 billion	Alight
2019	81,357	$2.5 billion	Alight
2018	81,539	$2.3 billion	Alight
2017	72,135	$2.3 billion	Alight
2016	67,996	$2.0 billion	Alight
2015	61,954	$1.8 billion	Alight
2014	61,834	$1.6 billion	Alight
2013	57,900	$1.3 billion	Alight
2012	56,446	$1.2 billion	Alight
2011	51,317	$1.1 billion	Alight
2010	52,130	$1.0 billion	Alight
2009	50,898	$829 million	Alight

UPMC 403(b) Retirement Savings Plan

403(b)Active

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

Plan number: 334Employer EIN 25-1423657
Participants (2024): 93,730
Net assets (2024): $4.7 billion
Recordkeeper: AlightEarlier: Vanguard (2012), Alight (2009–2011)
Plan administrator: UPMC
Uss Tower, 56TH FL, 600 Grant ST
Pittsburgh, PA 15219
(412) 647-9480As filed for 2024
In effect since: August 1, 1967

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	93,730	$4.7 billion	Alight
2023	85,562	$4.2 billion	Alight
2022	82,194	$3.5 billion	Alight
2021	83,889	$4.1 billion	Alight
2020	77,614	$3.5 billion	Alight
2019	65,056	$2.7 billion	Alight
2018	64,512	$2.1 billion	Alight
2017	61,271	$2.2 billion	Alight
2016	55,113	$1.8 billion	Alight
2015	51,373	$1.6 billion	Alight
2014	50,888	$1.6 billion	Alight
2013	48,730	$1.5 billion	Alight
2012	51,803	$1.2 billion	Vanguard
2011	48,025	$984 million	Alight
2010	44,408	$929 million	Alight
2009	39,025	$796 million	Alight

Cash Balance Pension Plan for the Employees of UPMC Lee Regional

Cash balance pensionMerged

Merged. In 2010 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: 010Employer EIN 25-1423657
Participants (2009): 1,301
Net assets (2009): $51.4 million
Administered by: Alight2009–2010
Plan administrator: UPMC
Uss Tower, 56TH FL, 600 Grant ST
Pittsburgh, PA 15219
(412) 647-7905As filed for 2010
In effect since: April 1, 1963

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	Alight
2009	1,301	$51.4 million	Alight

If you had money in one of these plans

Call Alight (alight.com), which runs the UPMC 401(A) 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 ((412) 647-9480). 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.

All 4 plans

UPMC 401(A) Retirement Savings Plan

UPMC Basic Retirement Plan

UPMC 403(b) Retirement Savings Plan

Cash Balance Pension Plan for the Employees of UPMC Lee Regional

If you had money in one of these plans

What these numbers are

Other health care employers in PA