401(k) · DOL Form 5500 · 2022

Heritage Valley Health System 401(k) Plan

Data updated 2026-08-11

$110M
Total assets
1,426
Participants
93rd
Percentile by assets
$77,326
Avg per participant
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Official DOL plan name: Heritage Valley Health System 401(k) Plan · Sponsored by Heritage Valley Health System · Pennsylvania · Healthcare & Social Assistance

$110M in assets, 1,426 participants

Heritage Valley Health System's Heritage Valley Health System 401(k) Plan reported $110M in total assets and 1,426 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,898 in Healthcare & Social Assistance (20,060 peers)

Where Heritage Valley Health System 401(k) Plan sits by assets

Heritage Valley Health System 401(k) Plan sits in the top 10% of all filed plans by assets, $110M for 1,426 participants (~$77,326/participant), down 14.5% in 2022.

$110M
total plan assets (2022 EOY)
1,426
covered participants
93rd
percentile by assets (of 139,126 plans)
$77,326
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Heritage Valley Health System 401(k) Plan sits by total assets

Heritage Valley Health System 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$110,266,281 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Pennsylvania
Industry
Healthcare & Social Assistance

Heritage Valley Health System 401(k) Plan vs the 2022 asset distribution

By assets, Heritage Valley Health System 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$110M
Net Income-$19M
Employer EIN251441518
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Valley Health System)

$100M$110M$120M$130M$140M$150M 202220232024 $110M $142M ▲ +28.6%
Total plan assets by year, all Heritage Valley Health System plans on file
Year Plans Participants Total Assets
2022 1 1,426 $110M
2023 1 1,460 $127M
2024 1 1,343 $142M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heritage Valley Heal…, Total assets ($B): 0.110266281 · Participants: 1426Heritage Valley Heal…Comcast Corporation …, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Se…, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Se…The Vanguard Retirem…, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirem…The Bank of New York…, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York…
Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Valley Health System 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Valley Health System 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Heritage Valley Health System 401(k) Plan assets move in 2022? ▼
Heritage Valley Health System 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $129M to $110M. Reported net income was -$19M.
How have Heritage Valley Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Valley Health System's sponsor-wide assets grew 28.6%, from $110M to $142M.
Where does Heritage Valley Health System 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Valley Health System 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Valley Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primed Management Consulting Services, Inc. 401(k) Plan in CA ($110M, 645 participants).

Next read for Heritage Valley Health System 401(k) Pla…

Scale reading

Ways to act on Heritage Valley Health System 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251441518.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.