Find an old Temple University Health System 401(k)

Who to contact about an account in each of the 8 Temple University Health System plans, from the filings. Free, no sign-up, no Social Security number.

Temple University Health System, Inc. 403(b) Plan

Temple University Health System Inc · Plan 002 · EIN 23-2825881 · Philadelphia, PA

Active · plan year 2024 filing403(b)
Plan administratorTemple University Health System Inc
3509 North Broad Street 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Tiaa-Teachers Insurance and AnnuitySchedule C ↗
Former employees with balances7,759 separated participants still had money in the planForm 5500 ↗

Temple University Health System, Inc. Defined Contribution Retirement Plan

Temple University Health System Inc · Plan 001 · EIN 23-2825881 · Philadelphia, PA

Active · plan year 2024 filingProfit-sharing
Plan administratorTemple University Health System Inc
3509 North Broad Street 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAA - Teachers Insurance and AnnuiSchedule C ↗
Former employees with balances6,397 separated participants still had money in the planForm 5500 ↗

Northeastern Hospital of Philadelphia Defined Benefit Pension Plan

Temple University Health System Inc · Plan 003 · EIN 23-2825881 · Philadelphia, PA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorTemple University Health System Inc
3509 N. Broad Street, 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Retirement Plan of Temple East, Inc.

Temple University Health System Inc · Plan 004 · EIN 23-2825881 · Philadelphia, PA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorTemple University Health System Inc
3509 N. Broad Street, 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Retirement Plan of Temple East Inc. and Affiliated Employers for Collectively Bargained Employees

Temple University Health System Inc · Plan 006 · EIN 23-2825881 · Philadelphia, PA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorTemple University Health System Inc
3509 N. Broad Street, 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Temple University Health System, Inc. Consolidated Pension Plan

Temple University Health System Inc · Plan 007 · EIN 23-2825881 · Philadelphia, PA

Terminated · plan year 2024 filingPension (defined benefit)
Plan administratorTemple University Health System Inc
3509 North Broad Street 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Episcopal Hospital Pension Plan

Temple University Health System, in · Plan 008 · EIN 23-2825881 · Philadelphia, PA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorTemple University Health System, in
3509 N. Broad Street, 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Temple University Hospital - Episcopal Division

Temple University Health System, in · Plan 009 · EIN 23-2825881 · Philadelphia, PA

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorTemple University Health System, in
3509 N. Broad Street, 9th Floor, Philadelphia, PA 19140
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Temple University Health System 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Temple University Health System 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Temple University Health System Inc, (215) 707-5977. The accounts are held by the recordkeeper, Tiaa-Teachers Insurance and Annuity. Have your Social Security number and dates of employment ready.

What is the Temple University Health System 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (215) 707-5977.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Temple University Health System and does not hold accounts. Not financial advice. Report a correction