Other · DOL Form 5500 · 2022
Susquehanna Health System Retirement Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,734
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $98,633
- Avg per participant Below avg balance/head
Official DOL plan name: Shs 403(b) Plan · Sponsored by Susquehanna Health System · Pennsylvania · Healthcare & Social Assistance
$171M in assets, 1,734 participants
Susquehanna Health System's Shs 403(b) Plan reported $171M in total assets and 1,734 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,198 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Shs 403(b) Plan covers 1,734 participants in Pennsylvania, 2.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $171M.
- #19,198
- in Healthcare & Social Assistance (20,060 peers)
- -25.8%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shs 403(b) Plan's outsized position by total assets
Shs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$171,029,853 Top 5% higher than 95% 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
Shs 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. Shs 403(b) Plan lands in the large band (1,734 participants).
EBSA filing schedule strip
Filing strip 232751183 · Susquehanna Health System PY 2022 · Other
Shs 403(b) Plan · $171M · 1,734 · 95th
- PHOTO $171M
- PHOTO 1,734
- PHOTO 95th
- PHOTO Other
- PHOTO near Davidson College Retirement Plan
- PHOTO ind #19198
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 →
Shs 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | -$59M |
| Employer EIN | 232751183 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Susquehanna Health System)
Sponsor-wide plan assets over time
All Susquehanna Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 1.9753814557742735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,734 | $171M |
| 2023 | 1 | 1,533 | $174M |
| 2024 | 1 | 1,384 | $168M |
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
Shs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Davidson College Retirement Plan in NC ($171M); by covered participants it is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA (1,729 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Davidson College Retirement Plan (NC) $171M · 481
- Harding University Defined Contribution Retirement Plan (AR) $171M · 700
- Rollins College Retirement Plan (FL) $171M · 2,352
- Brookdale Hospital Medical Center 403(b) Plan (NY) $172M · 2,067
Similar participant headcount
Nearest other-state filings by covered participants (1,734 participants); asset peers above are excluded.
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) 1,729 · 5 off
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) 1,727 · 7 off
- University of Miami Retirement Savings Plan II (FL) 1,724 · 10 off
- National University Retirement Savings Plan (CA) 1,747 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.