Other · DOL Form 5500 · 2023

Prisma Health Retirement Plan

Data updated 2026-08-25

$838M
Total assets Above avg plan size
21,235
Participants Very large workforce
98th
Percentile by assets National rank
$39,460
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Prisma Health 401(a) Plan · Sponsored by Prisma Health · South Carolina · Healthcare & Social Assistance

$838M in assets, 21,235 participants

Prisma Health's Prisma Health 401(a) Plan reported $838M in total assets and 21,235 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.

  • #17,429 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

Prisma Health 401(a) Plan covers 21,235 participants in South Carolina, 58x the typical South Carolina plan (state average ~369 per filing). Assets: $838M.

#17,429
in Healthcare & Social Assistance (17,684 peers)
+16.0%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Prisma Health 401(a) Plan's outsized position by total assets

Prisma Health 401(a) Plan vs every filed plan by assets

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

$837,923,618 Top 2% higher than 98% 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 401(a) 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 401(a) Plan is a mega filing (21,235 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prisma Health 401(a) Plan reported net income rose from -$135M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Prisma Health 401(a) Plan end-of-year assets rose from $722M in the plan year 2022 filing to $838M in the plan year 2023 filing.
  • Prisma Health 401(a) Plan reported participants fell from 21,288 in the plan year 2022 filing to 21,235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811723202 · Prisma Health PY 2023 · Other

Prisma Health 401(a) Plan · $838M · 21,235 · 98th

  • VS-ST $838M
  • VS-ST 21,235
  • VS-ST 98th
  • VS-ST Other
  • VS-ST near Cox Savings Incentive Plan
  • VS-ST ind #17429

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 401(a) Plan in the asset neighbourhood

Yale University Tax-Deferred 403(b) Savings PlanYale University Tax-Deferred…$840MPrisma Health 401(a) Plan$838MCox Savings Incentive Plan$836MNyu Grossman School of Medicine Management and Staff 403(b) Retirement PlanNyu Grossman School of Medic…$834MEl Camino Hospital 403(b) Retirement PlanEl Camino Hospital 403(b) Re…$834M
End-of-year total assets ($M) among Prisma Health 401(a) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$722M
Net Assets (End of Year)$838M
Net Income$116M
Employer EIN811723202
Plan Effective Date1999-01-01
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 Other Plans in South Carolina

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

Prisma Health 401(a) Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 02004006008001000 Total assets ($M) Participants Prisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings PlanUma Supplemental 403(b) Plan, Total assets ($M): 129.638774 · Participants: 2514Uma Supplemental 403(b) Plan
Prisma Health 401(a) Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Prisma Health 401(a) Plan side-by-side with 3 peers →

Scale composition for Prisma Health 401(a) Plan

Prisma Health 401(a) Plan reports $838M in end-of-year assets across 21,235 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $39,460 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $116M.

This plan identity (EIN 811723202, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $722M to $939M (+29.9%) while covered participants moved from 21,288 to 29,196 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 21,288 $722M Open filing
2023 21,235 $838M This page
2024 · index core 29,196 $939M Open filing

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

Prisma Health 401(a) Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Cox Savings Incentive Plan in MO ($836M); by covered participants it is Harvard University Tax Deferred Annuity Plan in MA (21,064 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21,235 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 401(a) Plan assets move in 2023? ▼
Prisma Health 401(a) Plan grew sharply - up 16.0% during 2023, from $722M to $838M. Reported net income was $116M.
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 401(a) Plan rank by assets among Form 5500 filers? ▼
Prisma Health 401(a) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Prisma Health 401(a) Plan? ▼
Among Other plans in other states, the closest by assets is Cox Savings Incentive Plan in MO ($836M, 12,220 participants).
Which Other plans cover a similar participant headcount to Prisma Health 401(a) Plan? ▼
Among Other plans in other states, the closest by covered participants is Harvard University Tax Deferred Annuity Plan in MA (21,064 participants, $3.8B 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.