Other · DOL Form 5500 · 2023
Summa Health Retirement Plan
Data updated 2026-08-11
- $768M
- Total assets
- 4,948
- Participants
- 98th
- Percentile by assets
- $155,315
- Avg per participant
Official DOL plan name: Summa Health 403(b) Retirement Savings Plan · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance
$768M in assets, 4,948 participants
Summa Health's Summa Health 403(b) Retirement Savings Plan reported $768M in total assets and 4,948 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,408 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Summa Health 403(b) Retirement Savings Plan covers 4,948 participants in Ohio, 6.5x the typical Ohio plan (state average ~765 per filing). Assets: $768M.
- $768M
- total plan assets (2023 EOY)
- 4,948
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $155,315
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Summa Health 403(b) Retirement Savings Plan reported net income rose from -$164M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Summa Health 403(b) Retirement Savings Plan end-of-year assets rose from $656M in the plan year 2022 filing to $768M in the plan year 2023 filing.
- Summa Health 403(b) Retirement Savings Plan reported participants fell from 5,324 in the plan year 2022 filing to 4,948 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Summa Health 403(b) Retirement Savings Plan reports 4,948 participants - 6.5x that state average ($768M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $656M |
|---|---|
| Net Assets (End of Year) | $768M |
| Net Income | $112M |
| Employer EIN | 341887844 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summa Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,010 | $845M |
| 2023 | 2 | 6,496 | $962M |
| 2024 | 2 | 6,115 | $1.0B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
Summa Health 403(b) Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Similar-Sized Other Plans Nationally
Other plans in other states closest to Summa Health 403(b) Retirement Savings Plan by total assets, not by location.
- William Marsh Rice University Supplemental 403(b) Plan (TX) $764M · 5,345
- The Rockefeller University Retirement Plan (NY) $761M · 1,330
- University of Miami Supplemental Retirement Annuity Program (FL) $758M · 1,918
- Parkview Health System, Inc. 403(b) Plan (IN) $787M · 16,096
Frequently Asked Questions
How did Summa Health 403(b) Retirement Savings Plan assets move in 2023? ▼
How have Summa Health plan assets changed over time? ▼
Where does Summa Health 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Summa Health 403(b) Retirement Savings Plan? ▼
Next read for Summa Health 403(b) Retirement Savings P…
Filing takeaways
Ways to act on Summa Health 403(b) Retirement Savings Plan's numbers.
- By total assets, Summa Health 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Summa Health's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans