Defined Benefit (Pension) · DOL Form 5500 · 2022
Summa Health Pension Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 1,686
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $111,942
- Avg per participant Below avg balance/head
Official DOL plan name: Summa Health Retirement Income Plan and Trust · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance
$189M in assets, 1,686 participants
Summa Health's Summa Health Retirement Income Plan and Trust reported $189M in total assets and 1,686 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.
- #19,268 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Summa Health Retirement Income Plan and Trust covers 1,686 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $189M.
- #19,268
- in Healthcare & Social Assistance (20,060 peers)
- -22.4%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Summa Health Retirement Income Plan and Trust's outsized position by total assets
Summa Health Retirement Income Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$188,734,075 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
Summa Health Retirement Income Plan and Trust'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 Retirement Income Plan and Trust lands in the large band (1,686 participants).
Plan-year Form 5500 strip
Filing strip 341887844 · Summa Health PY 2022 · Defined Benefit (Pension)
Summa Health Retirement Income Plan and Trust · $189M · 1,686 · 95th
- RANK $189M
- PHOTO 1,686
- IND 95th
- EOY Defined Benefit (Pension)
- 5500 near Insurance Organizations Employees' Retirement Plan
- ASSETS ind #19268
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 Retirement Income Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | -$54M |
| Employer EIN | 341887844 |
| Plan Effective Date | 1946-02-01 |
| 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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Summa Health Retirement Income Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Insurance Organizations Employees' Retirement Plan in MI ($189M); by covered participants it is Molson Coors Pension Plan in WI (1,684 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,686 participants); asset peers above are excluded.
- Molson Coors Pension Plan (WI) 1,684 · 2 off
- Hawaii Electricians Pension Plan (HI) 1,684 · 2 off
- Spinoff Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries (CA) 1,682 · 4 off
- I.U.O.E. Local 132 Pension Fund (WV) 1,691 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.