Find an old UPMC 401(k)

Who to contact about an account in each of the 3 UPMC plans, from the filings. Free, no sign-up, no Social Security number.

Upmc 401(a) Retirement Savings Plan

Upmc · Plan 335 · EIN 25-1423657 · Pittsburgh, PA

Active · plan year 2024 filing401(k)
Plan administratorUpmc
Uss Tower, 56th Fl, 600 Grant St, Pittsburgh, PA 15219
Form 5500 ↗
Recordkeeper (who holds the accounts)Alight Solutions, LLCSchedule C ↗
Former employees with balances12,970 separated participants still had money in the planForm 5500 ↗

Upmc 403(b) Retirement Savings Plan

Upmc · Plan 334 · EIN 25-1423657 · Pittsburgh, PA

Active · plan year 2024 filing403(b)
Plan administratorUpmc
Uss Tower, 56th Fl, 600 Grant St, Pittsburgh, PA 15219
Form 5500 ↗
Recordkeeper (who holds the accounts)Alight Financial Solutions, LLCSchedule C ↗
Former employees with balances13,935 separated participants still had money in the planForm 5500 ↗

Upmc Basic Retirement Plan

Upmc · Plan 333 · EIN 25-1423657 · Pittsburgh, PA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorUpmc
Uss Tower, 56th Floor, 600 Grant St, Pittsburgh, PA 15219
Form 5500 ↗
Recordkeeper (who holds the accounts)Alight Solutions LLCSchedule C ↗
Former employees with balances18,183 separated participants still had money in the planForm 5500 ↗

UPMC 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 UPMC 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Upmc, (412) 647-9480. The accounts are held by the recordkeeper, Alight Solutions, LLC. Have your Social Security number and dates of employment ready.

What is the UPMC 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (412) 647-9480.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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