Other · DOL Form 5500 · 2023

Primary Health Network Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
609
Participants Below avg headcount
80th
Percentile by assets National rank
$52,949
Avg per participant Low balance/head
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Official DOL plan name: Primary Health Network Retirement Savings Plan · Sponsored by Primary Health Network · Pennsylvania · Healthcare & Social Assistance

$32M in assets, 609 participants

Primary Health Network's Primary Health Network Retirement Savings Plan reported $32M in total assets and 609 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,697 in Healthcare & Social Assistance (17,684 peers)

Where Primary Health Network Retirement Savings Plan sits by assets

Primary Health Network Retirement Savings Plan sits in the top quartile of all filed plans by assets, $32M for 609 participants (~$52,949/participant), up 22.5% in 2023.

#14,697
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Primary Health Network Retirement Savings Plan's outsized position by total assets

Primary Health Network Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,245,925 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Primary Health Network Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Health Network Retirement Savings Plan sits mid-pack in the medium band (609 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primary Health Network Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Primary Health Network Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251381800 · Primary Health Network PY 2023 · Other

Primary Health Network Retirement Savings Plan · $32M · 609 · 80th

  • EOY $32M
  • EOY 609
  • EOY 80th
  • EOY Other
  • EOY near St. Ann's Community 403(b) Retirement Plan
  • EOY ind #14697

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 →

Primary Health Network Retirement Savings Plan in the asset neighbourhood

The David and Lucile Packard Foundation Employee Contribution Retirement PlanThe David and Lucile Packard…$32MLegacy Lifecare 403(b) Plan$32MPrimary Health Network Retirement Savings PlanPrimary Health Network Retir…$32MSt. Ann's Community 403(b) Retirement PlanSt. Ann's Community 403(b) R…$32MMsb 403(b) Retirement Program$32M
End-of-year total assets ($M) among Primary Health Network Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN251381800
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primary Health Network)

Sponsor-wide plan assets over time

All Primary Health Network plans reported in each filing year

Latest sponsor-wide plan assets
$36M 38.38327343499808% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $36.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 610 $26M
2023 1 609 $32M
2024 1 643 $36M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Primary Health Network Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Primary Health Network Retirement Savings Plan, Total assets ($B): 0.032245925 · Participants: 609Primary Health Network Retirement Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Primary Health Network Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Primary Health Network Retirement Savings Plan side-by-side with 3 peers →

Primary Health Network Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is St. Ann's Community 403(b) Retirement Plan in NY ($32M); by covered participants it is Fairleigh Dickinson University Tax Deferred Annuity Plan in NJ (609 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (609 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Primary Health Network Retirement Savings Plan assets move in 2023? ▼
Primary Health Network Retirement Savings Plan grew sharply - up 22.5% during 2023, from $26M to $32M. Reported net income was $6M.
How have Primary Health Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Health Network's sponsor-wide assets grew 38.4%, from $26M to $36M.
Where does Primary Health Network Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Primary Health Network Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Primary Health Network Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is St. Ann's Community 403(b) Retirement Plan in NY ($32M, 1,112 participants).
Which Other plans cover a similar participant headcount to Primary Health Network Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Fairleigh Dickinson University Tax Deferred Annuity Plan in NJ (609 participants, $133M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251381800.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.