Other · DOL Form 5500 · 2022
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 2,454
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $36,055
- Avg per participant Low balance/head
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.
- #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.
- #18,688
- in Healthcare & Social Assistance (20,060 peers)
- -12.5%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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.
Einstein Medical Center Montgomery Retirement Savings Plan's outsized position by total assets
Einstein Medical Center Montgomery Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,478,466 Top 8% higher than 92% 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
Einstein Medical Center Montgomery 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. Einstein Medical Center Montgomery Retirement Savings Plan lands in the large band (2,454 participants).
DOL schedule card
Filing strip 231396794 · Albert Einstein Healthcare Network PY 2022 · Other
Einstein Medical Center Montgomery Retirement Savings Plan · $88M · 2,454 · 92nd
- IND $88M
- IND 2,454
- IND 92nd
- IND Other
- IND near Illinois College of Optometry Master Retirement and Annuity Plan
- IND ind #18688
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 →
Einstein Medical Center Montgomery Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Albert Einstein Healthcare Network plans reported in each filing year
- Latest sponsor-wide plan assets
- $865M 26.172199089424325% vs 2022
- 2024 filing year
| 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.
- 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
Einstein Medical Center Montgomery Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Illinois College of Optometry Master Retirement and Annuity Plan in IL ($88M); by covered participants it is Azusa Pacific University Defined Contribution Plan in CA (2,454 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,454 participants); asset peers above are excluded.
- Azusa Pacific University Defined Contribution Plan (CA) 2,454 · 0 off
- Eya Tax-Sheltered 403(b) Plan (FL) 2,454 · 0 off
- Embry-Riddle Aeronautical University DC Retirement Plan (FL) 2,456 · 2 off
- Norc, Inc. Retirement Plan (IL) 2,451 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.