Other · DOL Form 5500 · 2022
Summa Health Retirement Plan
Data updated 2026-08-25
- $656M
- Total assets Above avg plan size
- 5,324
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $123,245
- Avg per participant Near avg balance/head
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.
- #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.
- #19,774
- in Healthcare & Social Assistance (20,060 peers)
- -20.0%
- assets change YoY
- 6.6×
- vs typical plan assets (national mean)
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.
Summa Health 403(b) Retirement Savings Plan's outsized position by total assets
Summa Health 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$656,155,055 Top 2% higher than 98% 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
Summa Health 403(b) Retirement Savings 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. Summa Health 403(b) Retirement Savings Plan lands in the large band (5,324 participants).
EBSA filing schedule strip
Filing strip 341887844 · Summa Health PY 2022 · Other
Summa Health 403(b) Retirement Savings Plan · $656M · 5,324 · 98th
- SCH $656M
- SCH 5,324
- SCH 98th
- SCH Other
- SCH near Sri International Retirement Savings Plan
- SCH ind #19774
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 Ohio →
Summa Health 403(b) Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Summa Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 22.999750274926605% vs 2022
- 2024 filing year
| 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.
- 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)
Summa Health 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Sri International Retirement Savings Plan in CA ($655M); by covered participants it is Stormont-Vail Healthcare Employee 403(b) Plan in KS (5,334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,324 participants); asset peers above are excluded.
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) 5,334 · 10 off
- Rady Children's Hospital- San Diego 403(b) Plan (CA) 5,308 · 16 off
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) 5,299 · 25 off
- Monument Health, Inc. 403(b) Plan (SD) 5,239 · 85 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.