Other · DOL Form 5500 · 2022
Swedishamerican Health System Retirement Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 3,571
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $90,014
- Avg per participant Below avg balance/head
Official DOL plan name: Swedishamerican 403(b) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance
$321M in assets, 3,571 participants
Swedishamerican Health System's Swedishamerican 403(b) Incentivesaver Plan reported $321M in total assets and 3,571 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,518 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Swedishamerican 403(b) Incentivesaver Plan covers 3,571 participants in Illinois, 4.6x the typical Illinois plan (state average ~779 per filing). Assets: $321M.
- #19,518
- in Healthcare & Social Assistance (20,060 peers)
- -14.2%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swedishamerican 403(b) Incentivesaver Plan's outsized position by total assets
Swedishamerican 403(b) Incentivesaver Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$321,440,005 Top 3% higher than 97% 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
Swedishamerican 403(b) Incentivesaver 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. Swedishamerican 403(b) Incentivesaver Plan lands in the large band (3,571 participants).
Plan-year Form 5500 strip
Filing strip 363241458 · Swedishamerican Health System PY 2022 · Other
Swedishamerican 403(b) Incentivesaver Plan · $321M · 3,571 · 97th
- PCT $321M
- PCT 3,571
- PCT 97th
- PCT Other
- PCT near Clarkson University Pension Plan
- PCT ind #19518
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 Illinois →
Swedishamerican 403(b) Incentivesaver Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $375M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | -$53M |
| Employer EIN | 363241458 |
| Plan Effective Date | 1987-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swedishamerican Health System)
Sponsor-wide plan assets over time
All Swedishamerican Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $414M 23.97067368878553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,650 | $334M |
| 2023 | 4 | 7,061 | $737M |
| 2024 | 2 | 3,823 | $414M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Swedishamerican 403(b) Incentivesaver Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Clarkson University Pension Plan in NY ($321M); by covered participants it is Owensboro Health 403(b) Safe Harbor Plan in KY (3,570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- Clarkson University Pension Plan (NY) $321M · 683
- New York Institute of Technology Defined Contribution Retirement Plan (NY) $321M · 1,127
- Carleton College Defined Contribution Plan (MN) $321M · 795
- Colorado College Retirement Benefit Plan (CO) $319M · 785
Similar participant headcount
Nearest other-state filings by covered participants (3,571 participants); asset peers above are excluded.
- Owensboro Health 403(b) Safe Harbor Plan (KY) 3,570 · 1 off
- The Cambridge Health Alliance Partnership Plan (MA) 3,569 · 2 off
- Yai Network Affiliates 403(b) Plan (NY) 3,580 · 9 off
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) 3,581 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.