Other · DOL Form 5500 · 2022
Geisinger System Services Retirement Plan
Data updated 2026-08-25
- $810M
- Total assets Above avg plan size
- 22,777
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $35,580
- Avg per participant Low balance/head
Official DOL plan name: Geisinger System Services Tax Sheltered Annuity Program · Sponsored by Geisinger System Services · Pennsylvania · Healthcare & Social Assistance
$810M in assets, 22,777 participants
Geisinger System Services's Geisinger System Services Tax Sheltered Annuity Program reported $810M in total assets and 22,777 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,838 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Geisinger System Services Tax Sheltered Annuity Program covers 22,777 participants in Pennsylvania, 28x the typical Pennsylvania plan (state average ~822 per filing). Assets: $810M.
- #19,838
- in Healthcare & Social Assistance (20,060 peers)
- -18.5%
- assets change YoY
- 8.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $184M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Geisinger System Services Tax Sheltered Annuity Program's outsized position by total assets
Geisinger System Services Tax Sheltered Annuity Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$810,406,571 Top 1% higher than 99% 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
Geisinger System Services Tax Sheltered Annuity Program's mega-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 System Services Tax Sheltered Annuity Program is a mega filing (22,777 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 232164794 · Geisinger System Services PY 2022 · Other
Geisinger System Services Tax Sheltered Annuity Program · $810M · 22,777 · 99th
- PHOTO $810M
- PHOTO 22,777
- PHOTO 99th
- PHOTO Other
- PHOTO near Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan
- PHOTO ind #19838
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 →
Geisinger System Services Tax Sheltered Annuity Program in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $994M |
|---|---|
| Net Assets (End of Year) | $810M |
| Net Income | -$184M |
| Employer EIN | 232164794 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Geisinger System Services)
Sponsor-wide plan assets over time
All Geisinger System Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.0B 27.687857583282405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 45,289 | $3.1B |
| 2023 | 4 | 47,533 | $3.6B |
| 2024 | 3 | 48,479 | $4.0B |
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
Scale composition for Geisinger System Services Tax Sheltered Annuity Program
Geisinger System Services Tax Sheltered Annuity Program reports $810M in end-of-year assets across 22,777 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $35,580 per participant (26% of the national average assets-per-participant) . Net income for plan year 2022 was -$184M.
This plan identity (EIN 232164794, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $810M to $1.1B (+29.6%) while covered participants moved from 22,777 to 24,752 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,777 | $810M | This page |
| 2023 | 24,191 | $937M | Open filing |
| 2024 · index core | 24,752 | $1.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Geisinger System Services 401(k) Savings Plan (401(k), $3.0B, 23,727 participants)
- Geisinger System Services Tax Sheltered Annuity Program (Other, $1.1B, 24,752 participants)
Geisinger System Services Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan in MO ($807M); by covered participants it is Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan in FL (22,860 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810M here).
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) $807M · 7,405
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) $814M · 11,261
- Maimonides Medical Center Tax Deferred Retirement Plan (NY) $802M · 5,122
- Multicare Health System 403(b) Employee Savings Plan (WA) $819M · 14,779
Similar participant headcount
Nearest other-state filings by covered participants (22,777 participants); asset peers above are excluded.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) 22,860 · 83 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,661 · 116 off
- University of Southern California Tax-Deferred Annuity Plan (CA) 22,632 · 145 off
- Stanford Contributory Retirement Plan (CA) 22,514 · 263 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.