Other · DOL Form 5500 · 2022

Spectrum Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
816
Participants Near avg headcount
72nd
Percentile by assets National rank
$18,110
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Spectrum Health Systems, Inc. · Sponsored by Spectrum Health Systems, Inc. · Massachusetts · Healthcare & Social Assistance

$15M in assets, 816 participants

Spectrum Health Systems, Inc.'s Employee Benefit Plan of Spectrum Health Systems, Inc. reported $15M in total assets and 816 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,402 in Healthcare & Social Assistance (20,060 peers)

Spectrum Health Systems, Inc. multi-year trail

Spectrum Health Systems, Inc.'s plans moved +59.6% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Spectrum Health Systems, Inc. at $15M / 816 participants.

#15,402
in Healthcare & Social Assistance (20,060 peers)
-3.1%
assets change YoY

The plan reported a net loss of $472K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Spectrum Health Systems, Inc.'s outsized position by total assets

Employee Benefit Plan of Spectrum Health Systems, Inc. vs every filed plan by assets

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

$14,777,604 Top 28% higher than 72% 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

Employee Benefit Plan of Spectrum Health Systems, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Spectrum Health Systems, Inc. sits mid-pack in the medium band (816 participants).

DOL schedule card

Filing strip 042478978 · Spectrum Health Systems, Inc. PY 2022 · Other

Employee Benefit Plan of Spectrum Health Systems, Inc. · $15M · 816 · 72nd

  • EOY $15M
  • 5500 816
  • ASSETS 72nd
  • PCT Other
  • EIN near Phillips Brooks School 403(b) DC Plan
  • RANK ind #15402

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 Massachusetts →

Employee Benefit Plan of Spectrum Health Systems, Inc. in the asset neighbourhood

Providence Country Day School Defined Contribution Retirement PlanProvidence Country Day Schoo…$15MEmployee Benefit Plan of Spectrum Health Systems, Inc.Employee Benefit Plan of Spe…$15MPhillips Brooks School 403(b) DC PlanPhillips Brooks School 403(b…$15MSanctuary for Families 403(b) PlanSanctuary for Families 403(b…$15MThe Hole in the Wall Gang Fund, Inc. Defined Contribution PlanThe Hole in the Wall Gang Fu…$15M
End-of-year total assets ($M) among Employee Benefit Plan of Spectrum Health Systems, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Spectrum Health Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spectrum Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 59.64410062686753% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $23.6M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 816 $15M
2023 1 927 $19M
2024 1 1,177 $24M

Spectrum Health Systems, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$472K
Employer EIN042478978
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Employee Benefit Plan of Spectrum Health Systems, Inc., Total assets ($B): 0.014777604 · Participants: 816Employee Benefit Plan of Spectrum Health Systems, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Employee Benefit Plan of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Employee Benefit Plan of Spectrum Health Systems, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Spectrum Health Systems, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Phillips Brooks School 403(b) DC Plan in CA ($15M); by covered participants it is Transpak 401(k) Plan in CA (816 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (816 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 Employee Benefit Plan of Spectrum Health Systems, Inc. assets move in 2022? ▼
Employee Benefit Plan of Spectrum Health Systems, Inc. edged down modestly - down 3.1% during 2022, from $15M to $15M. Reported net income was -$472K.
How have Spectrum Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Health Systems, Inc.'s sponsor-wide assets grew 59.6%, from $15M to $24M.
Which Other plans are similar in size to Employee Benefit Plan of Spectrum Health Systems, Inc.? ▼
Among Other plans in other states, the closest by assets is Phillips Brooks School 403(b) DC Plan in CA ($15M, 80 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Spectrum Health Systems, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Transpak 401(k) Plan in CA (816 participants, $14M 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 042478978.

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.