Other · DOL Form 5500 · 2023
Susquehanna Health System Retirement Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 1,533
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $113,616
- Avg per participant Below avg balance/head
Official DOL plan name: Shs 403(b) Plan · Sponsored by Susquehanna Health System · Pennsylvania · Healthcare & Social Assistance
$174M in assets, 1,533 participants
Susquehanna Health System's Shs 403(b) Plan reported $174M in total assets and 1,533 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.
- #16,784 in Healthcare & Social Assistance (17,684 peers)
Where Shs 403(b) Plan sits by assets
Shs 403(b) Plan sits in the top 10% of all filed plans by assets, $174M for 1,533 participants (~$113,616/participant), up 1.8% in 2023.
- #16,784
- in Healthcare & Social Assistance (17,684 peers)
- +1.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Shs 403(b) Plan's outsized position by total assets
Shs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$174,172,574 Top 6% higher than 94% 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
Shs 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. Shs 403(b) Plan lands in the large band (1,533 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shs 403(b) Plan reported net income rose from -$59M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Shs 403(b) Plan reported participants fell from 1,734 in the plan year 2022 filing to 1,533 in the plan year 2023 filing.
- Shs 403(b) Plan end-of-year assets rose from $171M in the plan year 2022 filing to $174M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232751183 · Susquehanna Health System PY 2023 · Other
Shs 403(b) Plan · $174M · 1,533 · 94th
- NET $174M
- NET 1,533
- NET 94th
- NET Other
- NET near Antioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty Employees
- NET ind #16784
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 →
Shs 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $5M |
| Employer EIN | 232751183 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Susquehanna Health System)
Sponsor-wide plan assets over time
All Susquehanna Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 1.9753814557742735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,734 | $171M |
| 2023 | 1 | 1,533 | $174M |
| 2024 | 1 | 1,384 | $168M |
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
Shs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Antioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty Employees in OH ($174M); by covered participants it is Loyola University Maryland Retirement Plan in MD (1,538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty Employees (OH) $174M · 486
- University of Miami Retirement Savings Plan II (FL) $174M · 1,531
- Tidelands Health 403(b) Retirement Savings Plan (SC) $176M · 2,141
- Riverside Healthcare 403(b) Retirement Plan (IL) $176M · 2,844
Similar participant headcount
Nearest other-state filings by covered participants (1,533 participants); asset peers above are excluded.
- Loyola University Maryland Retirement Plan (MD) 1,538 · 5 off
- Seneca Family of Agencies 403(b) Retirement Plan (CA) 1,541 · 8 off
- Save the Children Federation, Inc. Retirement Savings Plan (CT) 1,523 · 10 off
- Elon University Defined Contribution Plan (NC) 1,521 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.