Profit Sharing · DOL Form 5500 · 2023

Prisma Health Profit Sharing Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
28,745
Participants Very large workforce
99th
Percentile by assets National rank
$65,380
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Prisma Health Retirement Savings Plan · Sponsored by Prisma Health · South Carolina · Healthcare & Social Assistance

$1.9B in assets, 28,745 participants

Prisma Health's Prisma Health Retirement Savings Plan reported $1.9B in total assets and 28,745 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,581 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

Prisma Health Retirement Savings Plan covers 28,745 participants in South Carolina, 78x the typical South Carolina plan (state average ~369 per filing). Assets: $1.9B.

#17,581
in Healthcare & Social Assistance (17,684 peers)
+18.9%
assets growth YoY
19×
vs typical plan assets (national mean)

Prisma Health Retirement Savings Plan's outsized position by total assets

Prisma Health Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,879,344,092 Top 1% higher than 99% 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

Prisma Health Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prisma Health Retirement Savings Plan is a mega filing (28,745 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prisma Health Retirement Savings Plan reported net income rose from -$205M in the plan year 2022 filing to $299M in the plan year 2023 filing.
  • Prisma Health Retirement Savings Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
  • Prisma Health Retirement Savings Plan reported participants rose from 27,548 in the plan year 2022 filing to 28,745 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 811723202 · Prisma Health PY 2023 · Profit Sharing

Prisma Health Retirement Savings Plan · $1.9B · 28,745 · 99th

  • BOY $1.9B
  • SCH 28,745
  • EBSA 99th
  • PART Profit Sharing
  • TYPE near Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO
  • NET ind #17581

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 South Carolina →

Prisma Health Retirement Savings Plan in the asset neighbourhood

Essentia Health Retirement PlanEssentia Health Retirement P…$1.9BPrisma Health Retirement Savings PlanPrisma Health Retirement Sav…$1.9BAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fund Iuoe Local 15, …$1.9BMid-America Carpenters Regional Council Supplemental Retirement PlanMid-America Carpenters Regio…$1.8BHenry Ford Health System Retirement Savings PlanHenry Ford Health System Ret…$1.7B
End-of-year total assets ($B) among Prisma Health Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.9B
Net Income$299M
Employer EIN811723202
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prisma Health)

Sponsor-wide plan assets over time

All Prisma Health plans reported in each filing year

Latest sponsor-wide plan assets
$3.1B 34.75594636158579% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B 202220232024 $2.3B $3.1B ▲ +34.8%
Year Plans Participants Total Assets
2022 2 48,836 $2.3B
2023 2 49,980 $2.7B
2024 2 58,397 $3.1B

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Prisma Health Retirement Savings Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Prisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement PlanUricchio, Howe & Krell, P. a. Profit Sharing Plan, Total assets ($B): 0.019799364 · Participants: 17Uricchio, Howe & Krell, P. a. Profit Sharing Plan
Prisma Health Retirement Savings Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Prisma Health Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Prisma Health Retirement Savings Plan

Prisma Health Retirement Savings Plan reports $1.9B in end-of-year assets across 28,745 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $65,380 per participant (47% of the national average assets-per-participant) . Net income for plan year 2023 was $299M.

This plan identity (EIN 811723202, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+37.0%) while covered participants moved from 27,548 to 29,201 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 27,548 $1.6B Open filing
2023 28,745 $1.9B This page
2024 · index core 29,201 $2.2B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Prisma Health Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO in NY ($1.9B); by covered participants it is Commonspirit Health ERISA 403(b) Plan in KY (28,336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28,745 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 Prisma Health Retirement Savings Plan assets move in 2023? ▼
Prisma Health Retirement Savings Plan grew sharply - up 18.9% during 2023, from $1.6B to $1.9B. Reported net income was $299M.
How have Prisma Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prisma Health's sponsor-wide assets grew 34.8%, from $2.3B to $3.1B.
Where does Prisma Health Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Prisma Health Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Prisma Health Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO in NY ($1.9B, 3,402 participants).
Which Profit Sharing plans cover a similar participant headcount to Prisma Health Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Commonspirit Health ERISA 403(b) Plan in KY (28,336 participants, $2.6B 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 811723202.

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.