Other · DOL Form 5500 · 2023
Swedishamerican Health System Retirement Plan
Data updated 2026-08-11
- $370M
- Total assets
- 3,655
- Participants
- 97th
- Percentile by assets
- $101,105
- Avg per participant
Official DOL plan name: Swedishamerican 403(b) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance
$370M in assets, 3,655 participants
Swedishamerican Health System's Swedishamerican 403(b) Incentivesaver Plan reported $370M in total assets and 3,655 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,146 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Swedishamerican 403(b) Incentivesaver Plan covers 3,655 participants in Illinois, 4.7x the typical Illinois plan (state average ~779 per filing). Assets: $370M.
- $370M
- total plan assets (2023 EOY)
- 3,655
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $101,105
- avg assets per participant
Where Swedishamerican 403(b) Incentivesaver Plan sits by total assets
Swedishamerican 403(b) Incentivesaver Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$369,540,093 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swedishamerican 403(b) Incentivesaver Plan reported net income rose from -$53M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Swedishamerican 403(b) Incentivesaver Plan end-of-year assets rose from $321M in the plan year 2022 filing to $370M in the plan year 2023 filing.
- Swedishamerican 403(b) Incentivesaver Plan reported participants rose from 3,571 in the plan year 2022 filing to 3,655 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Swedishamerican 403(b) Incentivesaver Plan reports 3,655 participants - 4.7x that state average ($370M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $370M |
| Net Income | $48M |
| Employer EIN | 363241458 |
| Plan Effective Date | 1987-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swedishamerican Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,650 | $334M |
| 2023 | 4 | 7,061 | $737M |
| 2024 | 2 | 3,823 | $414M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Swedishamerican 403(b) Incentivesaver Plan vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Similar-Sized Other Plans Nationally
Other plans in other states closest to Swedishamerican 403(b) Incentivesaver Plan by total assets, not by location.
- Torrance Health Association 403(b) Plan (CA) $368M · 4,609
- Atlanticare 403(b) Retirement Plan (NJ) $371M · 5,391
- Mainegeneral Health 403(b) Retirement Plan (ME) $372M · 4,570
- Jefferson Health Northeast 403(b) Plan (PA) $366M · 4,232
Frequently Asked Questions
How did Swedishamerican 403(b) Incentivesaver Plan assets move in 2023? ▼
How have Swedishamerican Health System plan assets changed over time? ▼
Where does Swedishamerican 403(b) Incentivesaver Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Swedishamerican 403(b) Incentivesaver Plan? ▼
Next read for Swedishamerican 403(b) Incentivesaver Pl…
Filing takeaways
Ways to act on Swedishamerican 403(b) Incentivesaver Plan's numbers.
- By total assets, Swedishamerican 403(b) Incentivesaver 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 Illinois. Compare plans
- Swedishamerican Health System's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans