How many participants are in PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM?

At the end of 2024, PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM reported 19,692 plan participants.

What are PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM's total assets?

At the end of 2024, PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM reported total plan assets of $532,454,952.

What are the investment options in PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM?

MyPlanIQ tracks the investment lineup for PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM on its investment options page: https://www.myplaniq.com/invest/planinvestments/penn-state-health-tax-sheltered-annuity-program/

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Q: When was PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM established?

PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM was established in 2017.

PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM

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Contribution & Savings

PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Average Participant Retirement Account Value

In 2024, the average participant retirement account value for PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is $27,039.00

PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM is $2,040.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
130,574.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 2,040.00 in PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

	Pretax and roth employee contributions	Employee and employer contributions combined	Catch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023	$22,500	$66,000	$7,500
401(k) contribution limit for 2024	$23,000	$69,000	$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

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