401(k) · DOL Form 5500 · 2023

Heritage Valley Health System 401(k) Plan

Data updated 2026-08-11

$127M
Total assets
1,460
Participants
93rd
Percentile by assets
$86,873
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$127M
total plan assets (2023 EOY)
1,460
covered participants
93rd
percentile by assets (of 127,072 plans)
$86,873
avg assets per participant

Where Heritage Valley Health System 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Heritage Valley Health System 401(k) Plan vs the 2023 asset distribution

By assets, Heritage Valley Health System 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

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)

$100M$110M$120M$130M$140M$150M 202220232024 $110M $142M ▲ +28.6%
Total plan assets by year, all Heritage Valley Health System plans on file
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

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 Heal…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Valley Health System 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Valley Health System 401(k) Plan by total assets, not by location.

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).

Next read for Heritage Valley Health System 401(k) Pla…

Scale reading

Ways to act on Heritage Valley Health System 401(k) Plan's numbers.

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.