Other · DOL Form 5500 · 2023
Geisinger System Services Retirement Plan
Data updated 2026-08-25
- $937M
- Total assets Above avg plan size
- 24,191
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $38,718
- Avg per participant Low balance/head
Official DOL plan name: Geisinger System Services Tax Sheltered Annuity Program · Sponsored by Geisinger System Services · Pennsylvania · Healthcare & Social Assistance
$937M in assets, 24,191 participants
Geisinger System Services's Geisinger System Services Tax Sheltered Annuity Program reported $937M in total assets and 24,191 participants in its 2023 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.
- #17,460 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Geisinger System Services Tax Sheltered Annuity Program covers 24,191 participants in Pennsylvania, 29x the typical Pennsylvania plan (state average ~822 per filing). Assets: $937M.
- #17,460
- in Healthcare & Social Assistance (17,684 peers)
- +15.6%
- assets growth YoY
- 9.4×
- vs typical plan assets (national mean)
Geisinger System Services Tax Sheltered Annuity Program's outsized position by total assets
Geisinger System Services Tax Sheltered Annuity Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$936,629,813 Top 1% higher than 99% 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
Geisinger System Services Tax Sheltered Annuity Program's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geisinger System Services Tax Sheltered Annuity Program is a mega filing (24,191 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Geisinger System Services Tax Sheltered Annuity Program reported net income rose from -$184M in the plan year 2022 filing to $126M in the plan year 2023 filing.
- Geisinger System Services Tax Sheltered Annuity Program end-of-year assets rose from $810M in the plan year 2022 filing to $937M in the plan year 2023 filing.
- Geisinger System Services Tax Sheltered Annuity Program reported participants rose from 22,777 in the plan year 2022 filing to 24,191 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232164794 · Geisinger System Services PY 2023 · Other
Geisinger System Services Tax Sheltered Annuity Program · $937M · 24,191 · 99th
- RANK $937M
- RANK 24,191
- RANK 99th
- RANK Other
- RANK near Argonne National Laboratory 401(a) Retirement Plan
- RANK ind #17460
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 →
Geisinger System Services Tax Sheltered Annuity Program in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $810M |
|---|---|
| Net Assets (End of Year) | $937M |
| Net Income | $126M |
| Employer EIN | 232164794 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Geisinger System Services)
Sponsor-wide plan assets over time
All Geisinger System Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.0B 27.687857583282405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 45,289 | $3.1B |
| 2023 | 4 | 47,533 | $3.6B |
| 2024 | 3 | 48,479 | $4.0B |
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
Scale composition for Geisinger System Services Tax Sheltered Annuity Program
Geisinger System Services Tax Sheltered Annuity Program reports $937M in end-of-year assets across 24,191 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $38,718 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $126M.
This plan identity (EIN 232164794, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $810M to $1.1B (+29.6%) while covered participants moved from 22,777 to 24,752 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,777 | $810M | Open filing |
| 2023 | 24,191 | $937M | This page |
| 2024 · index core | 24,752 | $1.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Geisinger System Services 401(k) Savings Plan (401(k), $3.0B, 23,727 participants)
- Geisinger System Services Tax Sheltered Annuity Program (Other, $1.1B, 24,752 participants)
Geisinger System Services Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Argonne National Laboratory 401(a) Retirement Plan in IL ($942M); by covered participants it is Lhc Group 401(k) Plan in LA (24,322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($937M here).
- Argonne National Laboratory 401(a) Retirement Plan (IL) $942M · 3,096
- Educational Testing Service 403(b) Retirement Savings Plan (NJ) $929M · 3,243
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) $957M · 10,744
- The Research Foundation for Suny Optional Retirement Plan (NY) $960M · 4,423
Similar participant headcount
Nearest other-state filings by covered participants (24,191 participants); asset peers above are excluded.
- Lhc Group 401(k) Plan (LA) 24,322 · 131 off
- Columbia University Voluntary Retirement Savings Plan (NY) 23,835 · 356 off
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) 24,573 · 382 off
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) 25,214 · 1,023 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.