PENN STATE HEALTH 401(k) Plan
What public Form 5500 filings show about the PENN STATE HEALTH 401(k) plan — and how to find and check your own account.
The PENN STATE HEALTH 401(k) on its latest Form 5500
PENN STATE HEALTH (EIN 47-3769205) reports PENN STATE HEALTH 401(K) SAVINGS PLAN on its most recent Form 5500, with $2.9B in plan assets across 15,720 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full PENN STATE HEALTH filing — schedules, fees, and providers.
Who runs the PENN STATE HEALTH 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PENN STATE HEALTH 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LARSON FINANCIAL GROUP, EMPOWER ADVISORY GROUP, FORVIS LLP, SIGNATURE ESTATE & INVESTMENT, CAMBRIDGE INVESTMENT RESEARCH, CHARLES SCHWAB & CO.
How to check your PENN STATE HEALTH 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask PENN STATE HEALTH HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).