Upmc Pinnacle403(b)
PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN · HARRISBURG, PA · plan year 2024
Upmc Pinnacle reported $611,913 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.12%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 146th-largest of 3,651 plans among Pennsylvania employers on file, and the 317th of 11,911 in health care & social assistance. active participation has grown from 5,380 to 7,231 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Upmc Pinnacle before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 251778658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.