Other · DOL Form 5500 · 2023
Mount Nittany Medical Center Retirement Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 2,410
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $59,033
- Avg per participant Low balance/head
Official DOL plan name: Mount Nittany Medical Center 403(b) Plan · Sponsored by Mount Nittany Medical Center · Pennsylvania · Healthcare & Social Assistance
$142M in assets, 2,410 participants
Mount Nittany Medical Center's Mount Nittany Medical Center 403(b) Plan reported $142M in total assets and 2,410 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.
- #16,649 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Mount Nittany Medical Center 403(b) Plan covers 2,410 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $142M.
- #16,649
- in Healthcare & Social Assistance (17,684 peers)
- +23.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Mount Nittany Medical Center 403(b) Plan's outsized position by total assets
Mount Nittany Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,268,837 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mount Nittany Medical Center 403(b) 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. Mount Nittany Medical Center 403(b) Plan lands in the large band (2,410 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mount Nittany Medical Center 403(b) Plan reported net income rose from -$21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Mount Nittany Medical Center 403(b) Plan end-of-year assets rose from $115M in the plan year 2022 filing to $142M in the plan year 2023 filing.
- Mount Nittany Medical Center 403(b) Plan reported participants rose from 2,294 in the plan year 2022 filing to 2,410 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 240795682 · Mount Nittany Medical Center PY 2023 · Other
Mount Nittany Medical Center 403(b) Plan · $142M · 2,410 · 93rd
- PART $142M
- TYPE 2,410
- NET 93rd
- BOOK Other
- VS-ST near Licking Memorial Health Systems Tax Deferred 403(b) Plan
- BOY ind #16649
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 →
Mount Nittany Medical Center 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $27M |
| Employer EIN | 240795682 |
| Plan Effective Date | 1986-10-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Nittany Medical Center)
Sponsor-wide plan assets over time
All Mount Nittany Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $354M 7.6910837774017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,571 | $383M |
| 2023 | 2 | 3,574 | $324M |
| 2024 | 2 | 3,538 | $354M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Mount Nittany Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Licking Memorial Health Systems Tax Deferred 403(b) Plan in OH ($142M); by covered participants it is Lakeview Center Inc Retirement Savings 403(b) Plan in FL (2,413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) $142M · 2,335
- Utica University Defined Contribution Retirement Plan (NY) $142M · 1,228
- Abilene Christian University 403(b) Retirement Plan (TX) $143M · 996
- Trustees of Deerfield Academy Defined Contribution Retirement Plan (MA) $143M · 399
Similar participant headcount
Nearest other-state filings by covered participants (2,410 participants); asset peers above are excluded.
- Lakeview Center Inc Retirement Savings 403(b) Plan (FL) 2,413 · 3 off
- Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund (IL) 2,414 · 4 off
- Houston Hospitals, Inc. Participatory Retirement Plan (GA) 2,417 · 7 off
- New York Blood Center Retirement Plan (NY) 2,398 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.