West Penn Allegheny Health System pension plans

West Penn Allegheny Health System, Pittsburgh, PA. EIN 25-0969492. Annual reports 2009–2024.

West Penn Allegheny Health System has one active retirement plan on file, the Retirement Savings Plan for Employees of West Penn Allegheny Health System, with 15,107 participants and $1.2 billion in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 1
Participants: 15,107
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Retirement Savings Plan for Employees of West Penn Allegheny Health System

403(b)Active

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

Plan number: 002Employer EIN 25-0969492
Participants (2024): 15,107
Net assets (2024): $1.2 billion
Recordkeeper: FidelityEarlier: TIAA (2021), Fidelity (2020), TIAA (2015–2019), Fidelity (2009–2012)
Plan administrator: West Penn Allegheny Health System
120 Fifth Avenue Place, FAPHM-043A
Pittsburgh, PA 15222
(412) 544-7681As filed for 2024
In effect since: December 1, 1964

Plans merged into this one: Saint Vincent Health System Tax Sheltered Annuity Plan (2022); Jefferson Regional Medical Center Retirement Savings Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,107	$1.2 billion	Fidelity
2023	15,824	$1.2 billion	Fidelity
2022	13,586	$951 million	Fidelity
2021	16,499	$1.2 billion	TIAA
2020	17,462	$1.2 billion	Fidelity
2019	16,790	$1.1 billion	TIAA
2018	25,300	$987 million	TIAA
2017	26,178	$1.1 billion	TIAA
2016	24,972	$957 million	TIAA
2015	24,603	$910 million	TIAA
2014	24,058	$934 million	not listed
2013	24,447	$894 million	not listed
2012	24,892	$776 million	Fidelity
2011	15,782	$711 million	Fidelity
2010	25,490	$730 million	Fidelity
2009	25,749	$664 million	Fidelity

Retirement Plan for Eligible Employees of West Penn Allegheny Health System

Cash balance pensionMerged

Merged. In 2019 its assets moved to the Highmark Retirement Plan, sponsored by Highmark Health (EIN 45-3674900, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 25-0969492
Participants (2018): 18,634
Net assets (2018): $645 million
Plan administrator: West Penn Allegheny Health System
120 Fifth Avenue, Suite FAPHM-043A
Pittsburgh, PA 15222
(412) 544-5762As filed for 2019
In effect since: January 1, 2009

Plans merged into this one: Retirement Plan for Eligible Non Represented Employees of West Penn Allegheny Health System (2018).

Earlier plan names: Retirement Plan for Eligible Represented Employees of West Penn Allegheny Health System.

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	18,634	$645 million	not listed
2017	4,397	$106 million	not listed
2016	4,052	$82.6 million	not listed
2015	2,692	$77.5 million	not listed
2014	3,219	$79.1 million	not listed
2013	3,135	$68.5 million	not listed
2012	3,168	$64.8 million	not listed
2011	2,699	$59.2 million	not listed
2010	2,184	$56.6 million	not listed
2009	2,095	$52.4 million	not listed

Retirement Plan for Eligible Non Represented Employees of West Penn Allegheny Health System

Cash balance pension, frozenMerged

Merged. In 2018 its assets moved to the Retirement Plan for Eligible Employees of West Penn Allegheny Health System, sponsored by West Penn Allegheny Health System (EIN 25-0969492, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 25-0969492
Participants (2017): 17,055
Net assets (2017): $620 million
Plan administrator: West Penn Allegheny Health System
120 Fifth Avenue, Suite FAPHM-043A
Pittsburgh, PA 15222
(412) 330-2437As filed for 2018
In effect since: August 1, 1999

Earlier plan names: Retirement Plan for Eligible Nonrepresented Employees of West Penn Allegheny Health System.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	17,055	$620 million	not listed
2016	16,803	$536 million	not listed
2015	16,243	$504 million	not listed
2014	14,594	$526 million	not listed
2013	17,248	$471 million	not listed
2012	17,278	$455 million	not listed
2011	15,561	$417 million	not listed
2010	15,659	$407 million	not listed
2009	16,043	$384 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Retirement Savings Plan for Employees of West Penn Allegheny Health System. 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) 544-7681). 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.