Other · DOL Form 5500 · 2022
Susquehanna Health System Retirement Plan
Data updated 2026-08-11
- $171M
- Total assets
- 1,734
- Participants
- 95th
- Percentile by assets
- $98,633
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $171M
- total plan assets (2022 EOY)
- 1,734
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $98,633
- avg assets per participant
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.
Where Shs 403(b) Plan sits 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
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Shs 403(b) Plan reports 1,734 participants - 2.1x that state average ($171M EOY assets).
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)
| 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.
Shs 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Shs 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Shs 403(b) Plan assets move in 2022? ▼
How have Susquehanna Health System plan assets changed over time? ▼
Where does Shs 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Shs 403(b) Plan? ▼
Next read for Shs 403(b) Plan
Filing takeaways
Ways to act on Shs 403(b) Plan's numbers.
- By total assets, Shs 403(b) 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 Pennsylvania. Compare plans
- Susquehanna Health System's sponsor-wide assets have declined 2.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans