Other · DOL Form 5500 · 2022
Penn Highlands Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $217M
- Total assets Near avg plan size
- 3,350
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $64,651
- Avg per participant Low balance/head
Official DOL plan name: Penn Highlands Healthcare 403(b) Plan · Sponsored by Penn Highlands Healthcare, Inc. · Pennsylvania · Healthcare & Social Assistance
$217M in assets, 3,350 participants
Penn Highlands Healthcare, Inc.'s Penn Highlands Healthcare 403(b) Plan reported $217M in total assets and 3,350 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,336 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Penn Highlands Healthcare 403(b) Plan covers 3,350 participants in Pennsylvania, 4.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $217M.
- #19,336
- in Healthcare & Social Assistance (20,060 peers)
- -14.8%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penn Highlands Healthcare 403(b) Plan's outsized position by total assets
Penn Highlands Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$216,580,115 Top 4% higher than 96% 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
Penn Highlands Healthcare 403(b) 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. Penn Highlands Healthcare 403(b) Plan lands in the large band (3,350 participants).
Form 5500 schedule snapshot
Filing strip 320345810 · Penn Highlands Healthcare, Inc. PY 2022 · Other
Penn Highlands Healthcare 403(b) Plan · $217M · 3,350 · 96th
- VS-ST $217M
- BOY 3,350
- SCH 96th
- EBSA Other
- PART near The Scripps Research Institute Tax Sheltered Annuity Plan
- TYPE ind #19336
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 →
Penn Highlands Healthcare 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | -$38M |
| Employer EIN | 320345810 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Highlands Healthcare, Inc.)
Sponsor-wide plan assets over time
All Penn Highlands Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $401M 85.2002576506158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,350 | $217M |
| 2023 | 2 | 4,174 | $409M |
| 2024 | 2 | 4,591 | $401M |
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
Penn Highlands Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Scripps Research Institute Tax Sheltered Annuity Plan in CA ($217M); by covered participants it is St. John's University Defined Contribution Retirement Plan in NY (3,346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($217M here).
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) $217M · 1,664
- Employees Supplemental Retirement Plan C (OH) $217M · 1,691
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) $218M · 547
- Mount Sinai Matching Contribution Plan (FL) $218M · 4,091
Similar participant headcount
Nearest other-state filings by covered participants (3,350 participants); asset peers above are excluded.
- St. John's University Defined Contribution Retirement Plan (NY) 3,346 · 4 off
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) 3,343 · 7 off
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) 3,371 · 21 off
- Valley Children's Hospital Defined Contribution Retirement Plan (CA) 3,374 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.