Other · DOL Form 5500 · 2022
Swedishamerican Health System Retirement Plan
Data updated 2026-08-11
- $321M
- Total assets
- 3,571
- Participants
- 97th
- Percentile by assets
- $90,014
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $321M
- total plan assets (2022 EOY)
- 3,571
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $90,014
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Swedishamerican 403(b) Incentivesaver Plan reports 3,571 participants - 4.6x that state average ($321M EOY assets).
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)
| 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.
Swedishamerican 403(b) Incentivesaver Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Swedishamerican 403(b) Incentivesaver Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Swedishamerican 403(b) Incentivesaver Plan assets move in 2022? ▼
How have Swedishamerican Health System plan assets changed over time? ▼
Where does Swedishamerican 403(b) Incentivesaver Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Swedishamerican 403(b) Incentivesaver Plan? ▼
Next read for Swedishamerican 403(b) Incentivesaver Pl…
Filing takeaways
Ways to act on Swedishamerican 403(b) Incentivesaver Plan's numbers.
- By total assets, Swedishamerican 403(b) Incentivesaver Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Swedishamerican Health System's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans