401(k) · DOL Form 5500 · 2023

Heritage Valley Health System 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,460
Participants Near avg headcount
93rd
Percentile by assets National rank
$86,873
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Valley Health System 401(k) Plan · Sponsored by Heritage Valley Health System · Pennsylvania · Healthcare & Social Assistance

$127M in assets, 1,460 participants

Heritage Valley Health System's Heritage Valley Health System 401(k) Plan reported $127M in total assets and 1,460 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,561 in Healthcare & Social Assistance (17,684 peers)

Where Heritage Valley Health System 401(k) Plan sits by assets

Heritage Valley Health System 401(k) Plan sits in the top 10% of all filed plans by assets, $127M for 1,460 participants (~$86,873/participant), up 15.0% in 2023.

#16,561
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Heritage Valley Health System 401(k) Plan's outsized position by total assets

Heritage Valley Health System 401(k) Plan vs every filed plan by assets

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

$126,834,842 Top 7% higher than 93% 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

Heritage Valley Health System 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Valley Health System 401(k) Plan lands in the large band (1,460 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Valley Health System 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Heritage Valley Health System 401(k) Plan end-of-year assets rose from $110M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Heritage Valley Health System 401(k) Plan reported participants rose from 1,426 in the plan year 2022 filing to 1,460 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251441518 · Heritage Valley Health System PY 2023 · 401(k)

Heritage Valley Health System 401(k) Plan · $127M · 1,460 · 93rd

  • IND $127M
  • IND 1,460
  • IND 93rd
  • IND 401(k)
  • IND near Kayne Anderson Capital Advisors 401(k) Plan
  • IND ind #16561

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 →

Heritage Valley Health System 401(k) Plan in the asset neighbourhood

New Enterprise Associates 401(k) PlanNew Enterprise Associates 40…$127MKayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$127MHeritage Valley Health System 401(k) PlanHeritage Valley Health Syste…$127MQrm 401(k) Retirement Savings PlanQrm 401(k) Retirement Saving…$127MJames Avery Craftsman, Inc. Employee 401(k) PlanJames Avery Craftsman, Inc. …$127M
End-of-year total assets ($M) among Heritage Valley Health System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$127M
Net Income$17M
Employer EIN251441518
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Valley Health System)

Sponsor-wide plan assets over time

All Heritage Valley Health System plans reported in each filing year

Latest sponsor-wide plan assets
$142M 28.56384990439643% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $110M $142M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,426 $110M
2023 1 1,460 $127M
2024 1 1,343 $142M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Heritage Valley Health System 401(k) Plan, Total assets ($B): 0.126834842 · Participants: 1460Heritage Valley Health System 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Valley Health System 401(k) Plan side-by-side with 3 peers →

Heritage Valley Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kayne Anderson Capital Advisors 401(k) Plan in CA ($127M); by covered participants it is Wagner Equipment Co. Retirement Savings Plan in CO (1,460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,460 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 Heritage Valley Health System 401(k) Plan assets move in 2023? ▼
Heritage Valley Health System 401(k) Plan grew sharply - up 15.0% during 2023, from $110M to $127M. Reported net income was $17M.
How have Heritage Valley Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Valley Health System's sponsor-wide assets grew 28.6%, from $110M to $142M.
Where does Heritage Valley Health System 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Valley Health System 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Valley Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kayne Anderson Capital Advisors 401(k) Plan in CA ($127M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Valley Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wagner Equipment Co. Retirement Savings Plan in CO (1,460 participants, $250M 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 251441518.

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.