Other · DOL Form 5500 · 2023
Swedishamerican Health System Retirement Plan
Data updated 2026-08-25
- $370M
- Total assets Above avg plan size
- 3,655
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $101,105
- Avg per participant Below avg balance/head
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.
- #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.
- #17,146
- in Healthcare & Social Assistance (17,684 peers)
- +15.0%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Swedishamerican 403(b) Incentivesaver Plan's outsized position 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
Swedishamerican 403(b) Incentivesaver 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. Swedishamerican 403(b) Incentivesaver Plan lands in the large band (3,655 participants).
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.
Published 5500 schedule card
Filing strip 363241458 · Swedishamerican Health System PY 2023 · Other
Swedishamerican 403(b) Incentivesaver Plan · $370M · 3,655 · 97th
- EOY $370M
- EOY 3,655
- EOY 97th
- EOY Other
- EOY near Torrance Health Association 403(b) Plan
- EOY ind #17146
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 Illinois →
Swedishamerican 403(b) Incentivesaver Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Swedishamerican Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $414M 23.97067368878553% vs 2022
- 2024 filing year
| 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.
- 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
Swedishamerican 403(b) Incentivesaver Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Torrance Health Association 403(b) Plan in CA ($368M); by covered participants it is Penn Highlands Healthcare 403(b) Plan in PA (3,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($370M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,655 participants); asset peers above are excluded.
- Penn Highlands Healthcare 403(b) Plan (PA) 3,653 · 2 off
- Cassia 403(b) Retirement Plan (MN) 3,638 · 17 off
- Employee Benefit Plan of Sea-Mar Community Health Centers (WA) 3,675 · 20 off
- The Mary Imogene Bassett Hospital Retirement Plan (NY) 3,677 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.