Other · DOL Form 5500 · 2022
Prisma Health Retirement Plan
Data updated 2026-08-25
- $722M
- Total assets Above avg plan size
- 21,288
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $33,935
- Avg per participant Low balance/head
Official DOL plan name: Prisma Health 401(a) Plan · Sponsored by Prisma Health · South Carolina · Healthcare & Social Assistance
$722M in assets, 21,288 participants
Prisma Health's Prisma Health 401(a) Plan reported $722M in total assets and 21,288 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,805 in Healthcare & Social Assistance (20,060 peers)
Coverage in South Carolina
Prisma Health 401(a) Plan covers 21,288 participants in South Carolina, 58x the typical South Carolina plan (state average ~369 per filing). Assets: $722M.
- #19,805
- in Healthcare & Social Assistance (20,060 peers)
- -15.8%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $135M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Prisma Health 401(a) Plan's outsized position by total assets
Prisma Health 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$722,418,332 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Prisma Health 401(a) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prisma Health 401(a) Plan is a mega filing (21,288 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 811723202 · Prisma Health PY 2022 · Other
Prisma Health 401(a) Plan · $722M · 21,288 · 98th
- VS-ST $722M
- VS-ST 21,288
- VS-ST 98th
- VS-ST Other
- VS-ST near Kaiser Permanente Washington 403(b) Plan
- VS-ST ind #19805
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in South Carolina →
Prisma Health 401(a) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $858M |
|---|---|
| Net Assets (End of Year) | $722M |
| Net Income | -$135M |
| Employer EIN | 811723202 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Prisma Health)
Sponsor-wide plan assets over time
All Prisma Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 34.75594636158579% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 48,836 | $2.3B |
| 2023 | 2 | 49,980 | $2.7B |
| 2024 | 2 | 58,397 | $3.1B |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Roper St. Francis Healthcare 403(b) Plan $476M · 5,671
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $291M · 1,000
- Anmed Health Retirement Savings Plan $187M · 3,539
- Tidelands Health 403(b) Retirement Savings Plan $146M · 2,092
- Uma Supplemental 403(b) Plan $101M · 2,343
Scale composition for Prisma Health 401(a) Plan
Prisma Health 401(a) Plan reports $722M in end-of-year assets across 21,288 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $33,935 per participant (25% of the national average assets-per-participant) . Net income for plan year 2022 was -$135M.
This plan identity (EIN 811723202, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $722M to $939M (+29.9%) while covered participants moved from 21,288 to 29,196 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,288 | $722M | This page |
| 2023 | 21,235 | $838M | Open filing |
| 2024 · index core | 29,196 | $939M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Prisma Health Retirement Savings Plan (Profit Sharing, $2.2B, 29,201 participants)
- Prisma Health 401(a) Plan (Other, $939M, 29,196 participants)
Prisma Health 401(a) Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Kaiser Permanente Washington 403(b) Plan in CA ($721M); by covered participants it is Harvard University Tax Deferred Annuity Plan in MA (21,269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($722M here).
- Kaiser Permanente Washington 403(b) Plan (CA) $721M · 6,233
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $720M · 2,177
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $719M · 1,346
- Syracuse University Voluntary Retirement Plan (NY) $726M · 7,437
Similar participant headcount
Nearest other-state filings by covered participants (21,288 participants); asset peers above are excluded.
- Harvard University Tax Deferred Annuity Plan (MA) 21,269 · 19 off
- Mclaren Employees' 403(b) Retirement Plan (MI) 21,255 · 33 off
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) 21,353 · 65 off
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 21,395 · 107 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.