Other · DOL Form 5500 · 2022
The Guthrie Clinic Retirement Plan
Data updated 2026-08-25
- $382M
- Total assets Above avg plan size
- 6,526
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $58,499
- Avg per participant Low balance/head
Official DOL plan name: Guthrie 403(b) Retirement Savings Plan · Sponsored by The Guthrie Clinic · Pennsylvania · Healthcare & Social Assistance
$382M in assets, 6,526 participants
The Guthrie Clinic's Guthrie 403(b) Retirement Savings Plan reported $382M in total assets and 6,526 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,590 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Guthrie 403(b) Retirement Savings Plan covers 6,526 participants in Pennsylvania, 7.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $382M.
- #19,590
- in Healthcare & Social Assistance (20,060 peers)
- -9.5%
- assets change YoY
- 3.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Guthrie 403(b) Retirement Savings Plan's outsized position by total assets
Guthrie 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$381,767,381 Top 3% higher than 97% 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
Guthrie 403(b) 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. Guthrie 403(b) Retirement Savings Plan lands in the large band (6,526 participants).
Form 5500 schedule snapshot
Filing strip 233055017 · The Guthrie Clinic PY 2022 · Other
Guthrie 403(b) Retirement Savings Plan · $382M · 6,526 · 97th
- PART $382M
- TYPE 6,526
- NET 97th
- BOOK Other
- VS-ST near Babson College Retirement Plan
- BOY ind #19590
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 →
Guthrie 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $422M |
|---|---|
| Net Assets (End of Year) | $382M |
| Net Income | -$40M |
| Employer EIN | 233055017 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Guthrie Clinic)
Sponsor-wide plan assets over time
All The Guthrie Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $952M 37.850978824664644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,779 | $691M |
| 2023 | 3 | 7,259 | $799M |
| 2024 | 3 | 7,794 | $952M |
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 Guthrie 403(b) Retirement Savings Plan
Guthrie 403(b) Retirement Savings Plan reports $382M in end-of-year assets across 6,526 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $58,499 per participant (42% of the national average assets-per-participant) . Net income for plan year 2022 was -$40M.
This plan identity (EIN 233055017, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $382M to $630M (+65.0%) while covered participants moved from 6,526 to 7,589 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,526 | $382M | This page |
| 2023 | 7,032 | $473M | Open filing |
| 2024 · index core | 7,589 | $630M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Guthrie 403(b) Retirement Savings Plan (Other, $630M, 7,589 participants)
- Guthrie 401(k) Retirement Savings Plan (401(k), $223M, 56 participants)
Guthrie 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Babson College Retirement Plan in MA ($384M); by covered participants it is Sanford 403(b) Retirement Savings Plan in ND (6,516 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($382M here).
- Babson College Retirement Plan (MA) $384M · 1,103
- College Entrance Examination Board Tax-Deferred Annuity Plan (NY) $384M · 1,442
- Seattle University Employees Retirement Plan (WA) $379M · 1,396
- Multicare Health System Retirement Account Plan (WA) $385M · 11,050
Similar participant headcount
Nearest other-state filings by covered participants (6,526 participants); asset peers above are excluded.
- Sanford 403(b) Retirement Savings Plan (ND) 6,516 · 10 off
- Southcoast Health System Partnership Plan (MA) 6,539 · 13 off
- John Muir Health 403b Plan (CA) 6,556 · 30 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 6,492 · 34 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.