Defined Benefit (Pension) · DOL Form 5500 · 2022
Wellspan Health Pension Plan
Data updated 2026-08-06
- $1.0B
- Total assets
- 3,928
- Participants
- 99th
- Percentile by assets
- $259,771
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #19,918 in Healthcare & Social Assistance (20,087 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 ~824 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 3,928
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $259,771
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. The Wellspan Health System Merged Pension Plan reports 3,928 participants - 4.8x that state average ($1.0B EOY assets).
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)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,027 | $1.2B |
| 2023 | 2 | 4,665 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Wellspan Health System Merged Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Wellspan Health System Merged Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Wellspan Health System Merged Pension Plan assets move in 2022? ▼
How have Wellspan Health plan assets changed over time? ▼
Where does The Wellspan Health System Merged Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Wellspan Health System Merged Pension Plan? ▼
Next read for The Wellspan Health System Merged Pensio…
Filing takeaways
Ways to act on The Wellspan Health System Merged Pension Plan's numbers.
- By total assets, The Wellspan Health System Merged Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Wellspan Health's sponsor-wide assets have declined 3.5% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans