My Plan Facts

Employers › Pennsylvania

Employer · plans filed under one EIN

Passavant Memorial Homes

Pittsburgh, PA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$14.9Mnet assets across plans
1,281participant records1,038 active
$432Kemployer contributions, latest plan years$416 per active record
$199KSchedule C compensation to organisations$155.43 per participant record

Passavant Memorial Homes, based in Pittsburgh, Pennsylvania, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 1,281 participant records and $14.9M in net assets.

The largest is Passavant Memorial Homes Union Employees 401(k) Plan, a 401(k) plan with 1,043 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $432K and participant contributions $1.3M in the latest plan years; benefits paid were $2.0M. Schedule C compensation reported to service provider organisations totalled $199K.

Combined net assets moved from $7.0M in 2014 to $14.9M in 2024 (up 114%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Passavant Memorial Homes Union Employees 401(k) Plan401(k) plan20241,043$4.8M$4,635$77$106K
Passavant Memorial Homes 401(k) Plan401(k) plan2024238$10.0M$42,137$2,021$93K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2014: $7.0M2015: $7.1M2016: $7.8M2017: $9.4M2018: $9.4M2019: $12.4M2020: $13.3M2021: $14.9M2022: $12.1M2023: $13.4M2024: $14.9M$7.0M$14.9M$14.9M2014201620202024
Combined net assets
2014: 1,5312015: 1,6592016: 1,6262017: 1,5652018: 1,6762019: 1,6752020: 1,6612021: 1,5562022: 1,3182023: 1,2502024: 1,2811,5311,6761,2812014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,281$14.9M$432K$1.3M
202321,250$13.4M$437K$1.3M
202221,318$12.1M$392K$1.2M
202121,556$14.9M$439K$1.2M
202021,661$13.3M$430K$1.3M
201921,675$12.4M$466K$1.3M
201821,676$9.4M$419K$1.2M
201721,565$9.4M$402K$1.0M
201621,626$7.8M$372K$761K
201521,659$7.1M$278K$517K
201421,531$7.0M$193K$495K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Stancorp Financial GroupClaims processing; Recordkeeping and information management; Custodial (other than securities); Custodial (securities)2$147,444
First National Trust CompanyInvestment advisory (plan)2$51,657

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Stancorp Financial Group$147K
First National Trust Company$52K

Questions and answers

How many retirement plans does Passavant Memorial Homes have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Passavant Memorial Homes Union Employees 401(k) Plan and Passavant Memorial Homes 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Passavant Memorial Homes contribute to its plans?

$431,633 in employer contributions across these plans in their latest plan years, about $416 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Stancorp Financial Group and First National Trust Company. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.