Other · DOL Form 5500 · 2023
Summa Health Retirement Plan
Data updated 2026-08-25
- $768M
- Total assets Above avg plan size
- 4,948
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $155,315
- Avg per participant Above avg balance/head
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.
- #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.
- #17,408
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
- 7.7×
- vs typical plan assets (national mean)
Summa Health 403(b) Retirement Savings Plan's outsized position by total assets
Summa Health 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$768,498,901 Top 2% higher than 98% 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
Summa Health 403(b) Retirement 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. Summa Health 403(b) Retirement Savings Plan lands in the large band (4,948 participants).
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.
DOL schedule card
Filing strip 341887844 · Summa Health PY 2023 · Other
Summa Health 403(b) Retirement Savings Plan · $768M · 4,948 · 98th
- IND $768M
- IND 4,948
- IND 98th
- IND Other
- IND near William Marsh Rice University Supplemental 403(b) Plan
- IND ind #17408
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 Ohio →
Summa Health 403(b) Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Summa Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 22.999750274926605% vs 2022
- 2024 filing year
| 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.
- 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
Summa Health 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is William Marsh Rice University Supplemental 403(b) Plan in TX ($764M); by covered participants it is Syracuse University Noncontributory Retirement Plan in NY (4,967 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($768M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,948 participants); asset peers above are excluded.
- Syracuse University Noncontributory Retirement Plan (NY) 4,967 · 19 off
- Georgetown University Defined Contribution Retirement Plan (DC) 4,981 · 33 off
- New York University Retirement Plan for Adjunct Faculty Members (NY) 4,868 · 80 off
- John Muir Health 403b Plan (CA) 4,867 · 81 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.