401(k) · DOL Form 5500 · 2023

Geisinger Health Plan 401(k) Plan

Data updated 2026-08-11

$175M
Total assets
1,962
Participants
94th
Percentile by assets
$89,165
Avg per participant
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Official DOL plan name: Geisinger Health Plan 401(k) Savings Plan · Sponsored by Geisinger Health Plan · Pennsylvania · Finance & Insurance

$175M in assets, 1,962 participants

Geisinger Health Plan's Geisinger Health Plan 401(k) Savings Plan reported $175M in total assets and 1,962 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,054 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Geisinger Health Plan 401(k) Savings Plan covers 1,962 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $175M.

$175M
total plan assets (2023 EOY)
1,962
covered participants
94th
percentile by assets (of 127,072 plans)
$89,165
avg assets per participant

Where Geisinger Health Plan 401(k) Savings Plan sits by total assets

Geisinger Health Plan 401(k) Savings Plan vs every filed plan by assets

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

$174,942,334 Top 6% higher than 94% 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

  • Geisinger Health Plan 401(k) Savings Plan reported net income rose from -$33M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Geisinger Health Plan 401(k) Savings Plan end-of-year assets rose from $154M in the plan year 2022 filing to $175M in the plan year 2023 filing.
  • Geisinger Health Plan 401(k) Savings Plan reported participants rose from 1,805 in the plan year 2022 filing to 1,962 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Geisinger Health Plan 401(k) Savings Plan reports 1,962 participants - 2.4x that state average ($175M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$175M
Net Income$21M
Employer EIN232311553
Plan Effective Date2014-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Geisinger Health Plan)

$140M$160M$180M$200M$220M 202220232024 $154M $197M ▲ +28.1%
Total plan assets by year, all Geisinger Health Plan plans on file
Year Plans Participants Total Assets
2022 1 1,805 $154M
2023 1 1,962 $175M
2024 1 1,857 $197M

Nearby 401(k) Plans in Pennsylvania

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

Geisinger Health Plan 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Geisinger Health Plan 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Geisinger Health Pla…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Geisinger Health Plan 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Geisinger Health Plan 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Geisinger Health Plan 401(k) Savings Plan assets move in 2023?
Geisinger Health Plan 401(k) Savings Plan grew at a solid clip - up 14.0% during 2023, from $154M to $175M. Reported net income was $21M.
How have Geisinger Health Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Geisinger Health Plan's sponsor-wide assets grew 28.1%, from $154M to $197M.
Where does Geisinger Health Plan 401(k) Savings Plan rank by assets among Form 5500 filers?
Geisinger Health Plan 401(k) Savings Plan ranks in the 94th 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 Geisinger Health Plan 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Aprio Employees Retirement Plan in GA ($175M, 1,475 participants).

Next read for Geisinger Health Plan 401(k) Savings Pla…

Filing takeaways

Ways to act on Geisinger Health Plan 401(k) Savings Plan's numbers.