Other · DOL Form 5500 · 2022
Penn Highlands Healthcare, Inc. Retirement Plan
Data updated 2026-08-11
- $217M
- Total assets
- 3,350
- Participants
- 96th
- Percentile by assets
- $64,651
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $217M
- total plan assets (2022 EOY)
- 3,350
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $64,651
- avg assets per participant
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.
Where Penn Highlands Healthcare 403(b) Plan sits 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
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Penn Highlands Healthcare 403(b) Plan reports 3,350 participants - 4.1x that state average ($217M EOY assets).
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.)
| 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.
Penn Highlands Healthcare 403(b) 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 Penn Highlands Healthcare 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Penn Highlands Healthcare 403(b) Plan assets move in 2022? ▼
How have Penn Highlands Healthcare, Inc. plan assets changed over time? ▼
Where does Penn Highlands Healthcare 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Penn Highlands Healthcare 403(b) Plan? ▼
Next read for Penn Highlands Healthcare 403(b) Plan
Filing takeaways
Ways to act on Penn Highlands Healthcare 403(b) Plan's numbers.
- By total assets, Penn Highlands Healthcare 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Penn Highlands Healthcare, Inc.'s sponsor-wide assets have grown 85.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans