401(k) · DOL Form 5500 · 2023
Wexford Health Sources, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 845
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $36,983
- Avg per participant Low balance/head
Official DOL plan name: Wexford Health Sources, Inc. Union Employees Retirement Plan · Sponsored by Wexford Health Sources, Inc. · Pennsylvania · Healthcare & Social Assistance
$31M in assets, 845 participants
Wexford Health Sources, Inc.'s Wexford Health Sources, Inc. Union Employees Retirement Plan reported $31M in total assets and 845 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,638 in Healthcare & Social Assistance (17,684 peers)
Where Wexford Health Sources, Inc. Union Employees Retirement Plan sits by assets
Wexford Health Sources, Inc. Union Employees Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 845 participants (~$36,983/participant), up 14.5% in 2023.
- #14,638
- in Healthcare & Social Assistance (17,684 peers)
- +14.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wexford Health Sources, Inc. Union Employees Retirement Plan's outsized position by total assets
Wexford Health Sources, Inc. Union Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,250,767 Top 20% higher than 80% 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
Wexford Health Sources, Inc. Union Employees Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wexford Health Sources, Inc. Union Employees Retirement Plan sits mid-pack in the medium band (845 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wexford Health Sources, Inc. Union Employees Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Wexford Health Sources, Inc. Union Employees Retirement Plan reported participants fell from 989 in the plan year 2022 filing to 845 in the plan year 2023 filing.
- Wexford Health Sources, Inc. Union Employees Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
DOL schedule card
Filing strip 592363973 · Wexford Health Sources, Inc. PY 2023 · 401(k)
Wexford Health Sources, Inc. Union Employees Retirement Plan · $31M · 845 · 80th
- VS-ST $31M
- BOY 845
- SCH 80th
- EBSA 401(k)
- PART near Banksouth's 401(k) Plan
- TYPE ind #14638
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 →
Wexford Health Sources, Inc. Union Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 592363973 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wexford Health Sources, Inc.)
Sponsor-wide plan assets over time
All Wexford Health Sources, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 22.574957475437305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,930 | $68M |
| 2023 | 2 | 2,783 | $77M |
| 2024 | 2 | 1,921 | $83M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Wexford Health Sources, Inc. Union Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Banksouth's 401(k) Plan in GA ($31M); by covered participants it is US Default Group LLC 401(k) Profit Sharing Plan & Trust in FL (845 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Banksouth's 401(k) Plan (GA) $31M · 305
- Landesbank Baden-Wuerttemberg 401(k) Profit Sharing Plan (NY) $31M · 57
- Manasquan Bank 401(k) Plan (NJ) $31M · 221
- Sumnerone, Inc. 401(k)/Profit Sharing Plan (MO) $31M · 291
Similar participant headcount
Nearest other-state filings by covered participants (845 participants); asset peers above are excluded.
- US Default Group LLC 401(k) Profit Sharing Plan & Trust (FL) 845 · 0 off
- Crystal Finishing Systems, Inc. 401(k) Plan (WI) 845 · 0 off
- Winchester Interconnect 401(k) Plan (CT) 845 · 0 off
- Integrity Express 401(k) Profit Sharing Plan (OH) 845 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.