Other · DOL Form 5500 · 2022
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-11
- $88M
- Total assets
- 2,454
- Participants
- 92nd
- Percentile by assets
- $36,055
- Avg per participant
Official DOL plan name: Einstein Medical Center Montgomery Retirement Savings Plan · Sponsored by Albert Einstein Healthcare Network · Pennsylvania · Healthcare & Social Assistance
$88M in assets, 2,454 participants
Albert Einstein Healthcare Network's Einstein Medical Center Montgomery Retirement Savings Plan reported $88M in total assets and 2,454 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #18,688 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Einstein Medical Center Montgomery Retirement Savings Plan covers 2,454 participants in Pennsylvania, 3.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $88M.
- $88M
- total plan assets (2022 EOY)
- 2,454
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $36,055
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Einstein Medical Center Montgomery Retirement Savings Plan reports 2,454 participants - 3.0x that state average ($88M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$13M |
| Employer EIN | 231396794 |
| Plan Effective Date | 2004-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albert Einstein Healthcare Network)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 15,477 | $1.2B |
| 2023 | 3 | 14,777 | $766M |
| 2024 | 2 | 9,857 | $865M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Einstein Medical Center Montgomery Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Einstein Medical Center Montgomery Retirement Savings Plan by total assets, not by location.
- Illinois College of Optometry Master Retirement and Annuity Plan (IL) $88M · 240
- Marymount Manhattan College Tax Deferred Annuity Retirement Plan (NY) $89M · 272
- Retirement Savings Plan of Finger Lakes Regional Health System (NY) $88M · 1,154
- Tax Deferred Annuity Plan for Employees of Mriglobal (MO) $89M · 446
Frequently Asked Questions
How did Einstein Medical Center Montgomery Retirement Savings Plan assets move in 2022? ▼
How have Albert Einstein Healthcare Network plan assets changed over time? ▼
Where does Einstein Medical Center Montgomery Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Einstein Medical Center Montgomery Retirement Savings Plan's numbers.
- By total assets, Einstein Medical Center Montgomery Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Albert Einstein Healthcare Network's sponsor-wide assets have declined 26.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans