Other · DOL Form 5500 · 2023

Spectrum Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
927
Participants Near avg headcount
71st
Percentile by assets National rank
$20,033
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Spectrum Health Systems, Inc. · Sponsored by Spectrum Health Systems, Inc. · Massachusetts · Healthcare & Social Assistance

$19M in assets, 927 participants

Spectrum Health Systems, Inc.'s Employee Benefit Plan of Spectrum Health Systems, Inc. reported $19M in total assets and 927 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,414 in Healthcare & Social Assistance (17,684 peers)

Spectrum Health Systems, Inc. multi-year trail

Spectrum Health Systems, Inc.'s plans moved +59.6% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Spectrum Health Systems, Inc. at $19M / 927 participants.

#13,414
in Healthcare & Social Assistance (17,684 peers)
+25.6%
assets growth YoY

Employee Benefit Plan of Spectrum Health Systems, Inc.'s outsized position by total assets

Employee Benefit Plan of Spectrum Health Systems, Inc. vs every filed plan by assets

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

$18,570,428 Top 29% higher than 71% 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

Employee Benefit Plan of Spectrum Health Systems, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Spectrum Health Systems, Inc. sits mid-pack in the medium band (927 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Spectrum Health Systems, Inc. reported net income rose from -$472K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Employee Benefit Plan of Spectrum Health Systems, Inc. end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Employee Benefit Plan of Spectrum Health Systems, Inc. reported participants rose from 816 in the plan year 2022 filing to 927 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042478978 · Spectrum Health Systems, Inc. PY 2023 · Other

Employee Benefit Plan of Spectrum Health Systems, Inc. · $19M · 927 · 71st

  • EBSA $19M
  • EBSA 927
  • EBSA 71st
  • EBSA Other
  • EBSA near The Field School, Inc. 403(b) DC Plan
  • EBSA ind #13414

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 Massachusetts →

Employee Benefit Plan of Spectrum Health Systems, Inc. in the asset neighbourhood

Morris College 403(b) Defined Contribution PlanMorris College 403(b) Define…$19MThe Field School, Inc. 403(b) DC PlanThe Field School, Inc. 403(b…$19MEmployee Benefit Plan of Spectrum Health Systems, Inc.Employee Benefit Plan of Spe…$19M403(b) Thrift Plan for Cw Group, Inc.403(b) Thrift Plan for Cw Gr…$19MUnited Association of Plumbers and Pipefitters Local 693 Annuity FundUnited Association of Plumbe…$19M
End-of-year total assets ($M) among Employee Benefit Plan of Spectrum Health Systems, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Spectrum Health Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spectrum Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 59.64410062686753% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $23.6M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 816 $15M
2023 1 927 $19M
2024 1 1,177 $24M

Spectrum Health Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN042478978
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Employee Benefit Plan of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Employee Benefit Plan of Spectrum Health Systems, Inc., Total assets ($B): 0.018570428 · Participants: 927Employee Benefit Plan of Spectrum Health Systems, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Employee Benefit Plan of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Employee Benefit Plan of Spectrum Health Systems, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Spectrum Health Systems, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Field School, Inc. 403(b) DC Plan in DC ($19M); by covered participants it is Siena College Defined Contribution Retirement Plan in NY (927 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (927 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 Employee Benefit Plan of Spectrum Health Systems, Inc. assets move in 2023? ▼
Employee Benefit Plan of Spectrum Health Systems, Inc. grew sharply - up 25.6% during 2023, from $15M to $19M. Reported net income was $4M.
How have Spectrum Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Health Systems, Inc.'s sponsor-wide assets grew 59.6%, from $15M to $24M.
Which Other plans are similar in size to Employee Benefit Plan of Spectrum Health Systems, Inc.? ▼
Among Other plans in other states, the closest by assets is The Field School, Inc. 403(b) DC Plan in DC ($19M, 154 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Spectrum Health Systems, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Siena College Defined Contribution Retirement Plan in NY (927 participants, $240M 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 042478978.

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.