Penn State Health
Plan context: Penn State Health 401(K) Savings Plan
EIN 47-3769205 • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
19,306
2024 Assets
$3,458,031,861
2024 Contributions
$260,482,228
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 19,306 | $3,458,031,861 | $260,482,228 | $13,492iApproximate average salary by contribution assumption: employee only about $337,307 at 4% or $224,872 at 6%; with 50% employer match about $224,872 at 4% or $149,914 at 6%; with 100% employer match about $168,654 at 4% or $112,436 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 15,720 | $2,925,576,909 | $220,183,277 | $14,007iApproximate average salary by contribution assumption: employee only about $350,164 at 4% or $233,443 at 6%; with 50% employer match about $233,443 at 4% or $155,629 at 6%; with 100% employer match about $175,082 at 4% or $116,721 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 19,306 | $532,454,952 | $40,298,951 | $2,087iApproximate average salary by contribution assumption: employee only about $52,184 at 4% or $34,790 at 6%; with 50% employer match about $34,790 at 4% or $23,193 at 6%; with 100% employer match about $26,092 at 4% or $17,395 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 16,355 | - | - | - |
| 2023 | 3 | 18,192 | $3,016,306,672 | $241,223,497 | $13,260iApproximate average salary by contribution assumption: employee only about $331,497 at 4% or $220,998 at 6%; with 50% employer match about $220,998 at 4% or $147,332 at 6%; with 100% employer match about $165,748 at 4% or $110,499 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 14,885 | $2,572,018,199 | $204,246,071 | $13,722iApproximate average salary by contribution assumption: employee only about $343,040 at 4% or $228,693 at 6%; with 50% employer match about $228,693 at 4% or $152,462 at 6%; with 100% employer match about $171,520 at 4% or $114,347 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 18,192 | $444,288,473 | $36,977,426 | $2,033iApproximate average salary by contribution assumption: employee only about $50,816 at 4% or $33,877 at 6%; with 50% employer match about $33,877 at 4% or $22,585 at 6%; with 100% employer match about $25,408 at 4% or $16,939 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 15,890 | - | - | - |
| 2022 | 3 | 18,215 | $2,515,504,813 | $227,749,881 | $12,503iApproximate average salary by contribution assumption: employee only about $312,586 at 4% or $208,390 at 6%; with 50% employer match about $208,390 at 4% or $138,927 at 6%; with 100% employer match about $156,293 at 4% or $104,195 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 16,648 | $2,142,657,407 | $192,879,736 | $11,586iApproximate average salary by contribution assumption: employee only about $289,644 at 4% or $193,096 at 6%; with 50% employer match about $193,096 at 4% or $128,731 at 6%; with 100% employer match about $144,822 at 4% or $96,548 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 18,215 | $372,847,406 | $34,870,145 | $1,914iApproximate average salary by contribution assumption: employee only about $47,859 at 4% or $31,906 at 6%; with 50% employer match about $31,906 at 4% or $21,271 at 6%; with 100% employer match about $23,930 at 4% or $15,953 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 15,335 | - | - | - |
| 2021 | 3 | 16,787 | $2,933,314,970 | $214,547,109 | $12,781iApproximate average salary by contribution assumption: employee only about $319,514 at 4% or $213,009 at 6%; with 50% employer match about $213,009 at 4% or $142,006 at 6%; with 100% employer match about $159,757 at 4% or $106,505 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 15,194 | $2,503,170,076 | $179,879,204 | $11,839iApproximate average salary by contribution assumption: employee only about $295,971 at 4% or $197,314 at 6%; with 50% employer match about $197,314 at 4% or $131,543 at 6%; with 100% employer match about $147,985 at 4% or $98,657 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 16,787 | $430,144,894 | $34,667,905 | $2,065iApproximate average salary by contribution assumption: employee only about $51,629 at 4% or $34,419 at 6%; with 50% employer match about $34,419 at 4% or $22,946 at 6%; with 100% employer match about $25,815 at 4% or $17,210 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 14,156 | - | - | - |
| 2020 | 3 | 18,660 | $2,302,570,404 | $167,564,871 | $8,980iApproximate average salary by contribution assumption: employee only about $224,497 at 4% or $149,665 at 6%; with 50% employer match about $149,665 at 4% or $99,777 at 6%; with 100% employer match about $112,249 at 4% or $74,832 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 18,660 | $1,966,544,140 | $141,318,030 | $7,573iApproximate average salary by contribution assumption: employee only about $189,333 at 4% or $126,222 at 6%; with 50% employer match about $126,222 at 4% or $84,148 at 6%; with 100% employer match about $94,666 at 4% or $63,111 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 16,645 | $336,026,264 | $26,246,841 | $1,577iApproximate average salary by contribution assumption: employee only about $39,422 at 4% or $26,281 at 6%; with 50% employer match about $26,281 at 4% or $17,521 at 6%; with 100% employer match about $19,711 at 4% or $13,141 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 13,798 | - | - | - |
| 2019 | 3 | 13,597 | $1,928,720,485 | $147,887,537 | $10,876iApproximate average salary by contribution assumption: employee only about $271,912 at 4% or $181,275 at 6%; with 50% employer match about $181,275 at 4% or $120,850 at 6%; with 100% employer match about $135,956 at 4% or $90,637 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 10,280 | $1,646,231,456 | $125,206,897 | $12,180iApproximate average salary by contribution assumption: employee only about $304,491 at 4% or $202,994 at 6%; with 50% employer match about $202,994 at 4% or $135,330 at 6%; with 100% employer match about $152,246 at 4% or $101,497 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 12,097 | $282,489,029 | $22,680,640 | $1,875iApproximate average salary by contribution assumption: employee only about $46,872 at 4% or $31,248 at 6%; with 50% employer match about $31,248 at 4% or $20,832 at 6%; with 100% employer match about $23,436 at 4% or $15,624 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 13,597 | - | - | - |
| 2018 | 3 | 12,091 | $1,485,514,279 | $88,276,704 | $7,301iApproximate average salary by contribution assumption: employee only about $182,526 at 4% or $121,684 at 6%; with 50% employer match about $121,684 at 4% or $81,123 at 6%; with 100% employer match about $91,263 at 4% or $60,842 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 12,091 | $1,256,621,892 | $74,171,510 | $6,134iApproximate average salary by contribution assumption: employee only about $153,361 at 4% or $102,241 at 6%; with 50% employer match about $102,241 at 4% or $68,160 at 6%; with 100% employer match about $76,680 at 4% or $51,120 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 11,526 | $228,892,387 | $14,105,194 | $1,224iApproximate average salary by contribution assumption: employee only about $30,594 at 4% or $20,396 at 6%; with 50% employer match about $20,396 at 4% or $13,597 at 6%; with 100% employer match about $15,297 at 4% or $10,198 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 11,573 | - | - | - |
| 2017 | 3 | 452 | $8,203,684 | $8,183,237 | $18,105iApproximate average salary by contribution assumption: employee only about $452,613 at 4% or $301,742 at 6%; with 50% employer match about $301,742 at 4% or $201,161 at 6%; with 100% employer match about $226,306 at 4% or $150,871 at 6%. |
| Penn State Health 401(K) Savings Plan | - | 392 | $8,065,606 | $8,046,423 | $20,527iApproximate average salary by contribution assumption: employee only about $513,165 at 4% or $342,110 at 6%; with 50% employer match about $342,110 at 4% or $228,073 at 6%; with 100% employer match about $256,582 at 4% or $171,055 at 6%. |
| Penn State Health Tax Sheltered Annuity Program | - | 430 | $138,078 | $136,814 | $318iApproximate average salary by contribution assumption: employee only about $7,954 at 4% or $5,303 at 6%; with 50% employer match about $5,303 at 4% or $3,535 at 6%; with 100% employer match about $3,977 at 4% or $2,651 at 6%. |
| Health and Welfare Plan for Employees of Penn State Health | - | 452 | - | - | - |