401(k) · DOL Form 5500 · 2022

Geisinger Health Plan 401(k) Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
1,805
Participants Near avg headcount
95th
Percentile by assets National rank
$85,056
Avg per participant Below avg balance/head
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Official DOL plan name: Geisinger Health Plan 401(k) Savings Plan · Sponsored by Geisinger Health Plan · Pennsylvania · Finance & Insurance

$154M in assets, 1,805 participants

Geisinger Health Plan's Geisinger Health Plan 401(k) Savings Plan reported $154M in total assets and 1,805 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.

  • #8,441 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Geisinger Health Plan 401(k) Savings Plan covers 1,805 participants in Pennsylvania, 2.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $154M.

#8,441
in Finance & Insurance (9,261 peers)
-17.5%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Geisinger Health Plan 401(k) Savings Plan's outsized position by total assets

Geisinger Health Plan 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$153,525,182 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Geisinger Health Plan 401(k) 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. Geisinger Health Plan 401(k) Savings Plan lands in the large band (1,805 participants).

Form 5500 schedule snapshot

Filing strip 232311553 · Geisinger Health Plan PY 2022 · 401(k)

Geisinger Health Plan 401(k) Savings Plan · $154M · 1,805 · 95th

  • BOY $154M
  • BOY 1,805
  • BOY 95th
  • BOY 401(k)
  • BOY near Merit Medical Systems, Inc. 401(k) Profit Sharing Plan
  • BOY ind #8441

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Geisinger Health Plan 401(k) Savings Plan in the asset neighbourhood

Principal Ease 401(k) Plan$154MMoore Capital Management, LP 401(k) PlanMoore Capital Management, LP…$154MProcopio Cory Hargreaves & Savitch LLP 401(k) Profit Sharing PlanProcopio Cory Hargreaves & S…$154MMerit Medical Systems, Inc. 401(k) Profit Sharing PlanMerit Medical Systems, Inc. …$154MGeisinger Health Plan 401(k) Savings PlanGeisinger Health Plan 401(k)…$154M
End-of-year total assets ($M) among Geisinger Health Plan 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$154M
Net Income-$33M
Employer EIN232311553
Plan Effective Date2014-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Geisinger Health Plan)

Sponsor-wide plan assets over time

All Geisinger Health Plan plans reported in each filing year

Latest sponsor-wide plan assets
$197M 28.13934524435216% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $154M $197M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 1,805 $154M
2023 1 1,962 $175M
2024 1 1,857 $197M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Geisinger Health Plan 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Geisinger Health Plan 401(k) Savings Plan, Total assets ($B): 0.153525182 · Participants: 1805Geisinger Health Plan 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Geisinger Health Plan 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Geisinger Health Plan 401(k) Savings Plan side-by-side with 3 peers →

Geisinger Health Plan 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Merit Medical Systems, Inc. 401(k) Profit Sharing Plan in UT ($154M); by covered participants it is Jre & 4r Employee Retirement Plan in VA (1,805 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,805 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Geisinger Health Plan 401(k) Savings Plan assets move in 2022? ▼
Geisinger Health Plan 401(k) Savings Plan declined sharply - down 17.5% during 2022, from $186M to $154M. Reported net income was -$33M.
How have Geisinger Health Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geisinger Health Plan's sponsor-wide assets grew 28.1%, from $154M to $197M.
Where does Geisinger Health Plan 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Geisinger Health Plan 401(k) Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Geisinger Health Plan 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merit Medical Systems, Inc. 401(k) Profit Sharing Plan in UT ($154M, 2,709 participants).
Which 401(k) plans cover a similar participant headcount to Geisinger Health Plan 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jre & 4r Employee Retirement Plan in VA (1,805 participants, $127M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232311553.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.