Other · DOL Form 5500 · 2022
Mount Nittany Medical Center Retirement Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 2,294
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $50,134
- Avg per participant Low balance/head
Official DOL plan name: Mount Nittany Medical Center 403(b) Plan · Sponsored by Mount Nittany Medical Center · Pennsylvania · Healthcare & Social Assistance
$115M in assets, 2,294 participants
Mount Nittany Medical Center's Mount Nittany Medical Center 403(b) Plan reported $115M in total assets and 2,294 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.
- #18,935 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Mount Nittany Medical Center 403(b) Plan covers 2,294 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $115M.
- #18,935
- in Healthcare & Social Assistance (20,060 peers)
- -15.2%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mount Nittany Medical Center 403(b) Plan's outsized position by total assets
Mount Nittany Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$115,008,288 Top 7% higher than 93% 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
Mount Nittany Medical Center 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Nittany Medical Center 403(b) Plan lands in the large band (2,294 participants).
Form 5500 schedule snapshot
Filing strip 240795682 · Mount Nittany Medical Center PY 2022 · Other
Mount Nittany Medical Center 403(b) Plan · $115M · 2,294 · 93rd
- ASSETS $115M
- ASSETS 2,294
- ASSETS 93rd
- ASSETS Other
- ASSETS near Roosevelt University 403(b) Retirement Plan
- ASSETS ind #18935
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 Pennsylvania →
Mount Nittany Medical Center 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$21M |
| Employer EIN | 240795682 |
| Plan Effective Date | 1986-10-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Nittany Medical Center)
Sponsor-wide plan assets over time
All Mount Nittany Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $354M 7.6910837774017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,571 | $383M |
| 2023 | 2 | 3,574 | $324M |
| 2024 | 2 | 3,538 | $354M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Mount Nittany Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Roosevelt University 403(b) Retirement Plan in IL ($115M); by covered participants it is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT (2,287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Roosevelt University 403(b) Retirement Plan (IL) $115M · 521
- Gemba Group Annuity Plan (MD) $115M · 969
- Schulte Roth & Zabel LLP Supplemental Retirement Plan (NY) $115M · 128
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $115M · 2,190
Similar participant headcount
Nearest other-state filings by covered participants (2,294 participants); asset peers above are excluded.
- Greenwich Hospital Tax Deferred Annuity Retirement Plan (CT) 2,287 · 7 off
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) 2,301 · 7 off
- 403(b) Retirement Plan for Ighl & Cdd (NY) 2,285 · 9 off
- Hofstra University Pension Plan (NY) 2,279 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.