Defined Benefit (Pension) · DOL Form 5500 · 2022
Wellspan Health Pension Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 3,928
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $259,771
- Avg per participant Above avg balance/head
Official DOL plan name: The Wellspan Health System Merged Pension Plan · Sponsored by Wellspan Health · Pennsylvania · Healthcare & Social Assistance
$1.0B in assets, 3,928 participants
Wellspan Health's The Wellspan Health System Merged Pension Plan reported $1.0B in total assets and 3,928 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,891 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
The Wellspan Health System Merged Pension Plan covers 3,928 participants in Pennsylvania, 4.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.0B.
- #19,891
- in Healthcare & Social Assistance (20,060 peers)
- -5.5%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wellspan Health System Merged Pension Plan's outsized position by total assets
The Wellspan Health System Merged Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,020,380,495 Top 1% higher than 99% 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
The Wellspan Health System Merged Pension 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. The Wellspan Health System Merged Pension Plan lands in the large band (3,928 participants).
Form 5500 schedule snapshot
Filing strip 230465970 · Wellspan Health PY 2022 · Defined Benefit (Pension)
The Wellspan Health System Merged Pension Plan · $1.0B · 3,928 · 99th
- RANK $1.0B
- PHOTO 3,928
- IND 99th
- EOY Defined Benefit (Pension)
- 5500 near Mclaren Employees' Pension Plan
- ASSETS ind #19891
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 →
The Wellspan Health System Merged Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$59M |
| Employer EIN | 230465970 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellspan Health)
Sponsor-wide plan assets over time
All Wellspan Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 1.7845641432769073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,027 | $1.2B |
| 2023 | 2 | 4,665 | $1.2B |
| 2024 | 2 | 4,396 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
The Wellspan Health System Merged Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Mclaren Employees' Pension Plan in MI ($1.0B); by covered participants it is Whirlpool Tammy Employees Pension Plan in MI (3,928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Mclaren Employees' Pension Plan (MI) $1.0B · 3,037
- Construction Laborers Pension Trust of Greater St. (MO) $1.0B · 3,309
- The University of Chicago Retirement Income Plan for Employees (IL) $1.0B · 8,512
- Retirement Plan for Certain Represented Employees (MD) $1.0B · 3,656
Similar participant headcount
Nearest other-state filings by covered participants (3,928 participants); asset peers above are excluded.
- Whirlpool Tammy Employees Pension Plan (MI) 3,928 · 0 off
- Graybar Electric Company, Inc. Pension Plan (MO) 3,932 · 4 off
- Ibt Consolidated Pension Plan (WA) 3,937 · 9 off
- Bay Area Painters & Tapers Pension Plan (CA) 3,919 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.