401(k) · DOL Form 5500 · 2023

Geisinger Health Plan 401(k) Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
1,962
Participants Near avg headcount
94th
Percentile by assets National rank
$89,165
Avg per participant Below avg balance/head
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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.

  • #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.

#8,054
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Geisinger Health Plan 401(k) Savings Plan's outsized position 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 $2,050,000,000 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

Geisinger Health Plan 401(k) Savings 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. Geisinger Health Plan 401(k) Savings Plan lands in the large band (1,962 participants).

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 →

Plan-year Form 5500 strip

Filing strip 232311553 · Geisinger Health Plan PY 2023 · 401(k)

Geisinger Health Plan 401(k) Savings Plan · $175M · 1,962 · 94th

  • BOY $175M
  • SCH 1,962
  • EBSA 94th
  • PART 401(k)
  • TYPE near Aprio Employees Retirement Plan
  • NET ind #8054

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Geisinger Health Plan 401(k) Savings Plan in the asset neighbourhood

Forefront Dermatology 401(k) PlanForefront Dermatology 401(k)…$175MCvb Financial Corp. 401(k) & Profit Sharing PlanCvb Financial Corp. 401(k) &…$175MGeisinger Health Plan 401(k) Savings PlanGeisinger Health Plan 401(k)…$175MAprio Employees Retirement PlanAprio Employees Retirement P…$175MChico's Fas, Inc. 401(k) Elective Deferral PlanChico's Fas, Inc. 401(k) Ele…$175M
End-of-year total assets ($M) among Geisinger Health Plan 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Geisinger Health Plan plans reported in each filing year

Latest sponsor-wide plan assets
$197M 28.13934524435216% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $154M $197M ▲ +28.1%
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 Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Geisinger Health Plan 401(k) Savings Plan, Total assets ($B): 0.174942334 · Participants: 1962Geisinger Health Plan 401(k) Savings 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
Geisinger Health Plan 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Geisinger Health Plan 401(k) Savings Plan side-by-side with 3 peers →

Geisinger Health Plan 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aprio Employees Retirement Plan in GA ($175M); by covered participants it is Fusion Employer Services Retirement Savings Plan in NJ (1,962 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,962 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 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).
Which 401(k) plans cover a similar participant headcount to Geisinger Health Plan 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fusion Employer Services Retirement Savings Plan in NJ (1,962 participants, $77M 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 232311553.

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.