Other · DOL Form 5500 · 2022
Summa Health Retirement Plan
Data updated 2026-08-11
- $656M
- Total assets
- 5,324
- Participants
- 98th
- Percentile by assets
- $123,245
- Avg per participant
Official DOL plan name: Summa Health 403(b) Retirement Savings Plan · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance
$656M in assets, 5,324 participants
Summa Health's Summa Health 403(b) Retirement Savings Plan reported $656M in total assets and 5,324 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,774 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Summa Health 403(b) Retirement Savings Plan covers 5,324 participants in Ohio, 7.0x the typical Ohio plan (state average ~765 per filing). Assets: $656M.
- $656M
- total plan assets (2022 EOY)
- 5,324
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $123,245
- avg assets per participant
The plan reported a net loss of $164M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Summa Health 403(b) Retirement Savings Plan reports 5,324 participants - 7.0x that state average ($656M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $820M |
|---|---|
| Net Assets (End of Year) | $656M |
| Net Income | -$164M |
| Employer EIN | 341887844 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summa Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,010 | $845M |
| 2023 | 2 | 6,496 | $962M |
| 2024 | 2 | 6,115 | $1.0B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
Summa Health 403(b) Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Scale composition for Summa Health 403(b) Retirement Savings Plan
Summa Health 403(b) Retirement Savings Plan reports $656M in end-of-year assets across 5,324 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $123,245 per participant (89% of the national average assets-per-participant) . Net income for plan year 2022 was -$164M.
This plan identity (EIN 341887844, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $656M to $855M (+30.3%) while covered participants moved from 5,324 to 4,697 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,324 | $656M | This page |
| 2023 | 4,948 | $768M | Open filing |
| 2024 · index core | 4,697 | $855M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Summa Health 403(b) Retirement Savings Plan (Other, $855M, 4,697 participants)
- Summa Health Retirement Income Plan and Trust (Defined Benefit (Pension), $184M, 1,418 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Summa Health 403(b) Retirement Savings Plan by total assets, not by location.
- Sri International Retirement Savings Plan (CA) $655M · 1,207
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) $657M · 4,906
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) $654M · 2,301
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $660M · 1,951
Frequently Asked Questions
How did Summa Health 403(b) Retirement Savings Plan assets move in 2022? ▼
How have Summa Health plan assets changed over time? ▼
Where does Summa Health 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Summa Health 403(b) Retirement Savings Plan? ▼
Next read for Summa Health 403(b) Retirement Savings P…
Filing takeaways
Ways to act on Summa Health 403(b) Retirement Savings Plan's numbers.
- By total assets, Summa Health 403(b) Retirement Savings 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 Ohio. Compare plans
- Summa Health's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans