Other · DOL Form 5500 · 2023
The Guthrie Clinic Retirement Plan
Data updated 2026-08-11
- $473M
- Total assets
- 7,032
- Participants
- 97th
- Percentile by assets
- $67,204
- Avg per participant
Official DOL plan name: Guthrie 403(b) Retirement Savings Plan · Sponsored by The Guthrie Clinic · Pennsylvania · Healthcare & Social Assistance
$473M in assets, 7,032 participants
The Guthrie Clinic's Guthrie 403(b) Retirement Savings Plan reported $473M in total assets and 7,032 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)
- #17,247 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Guthrie 403(b) Retirement Savings Plan covers 7,032 participants in Pennsylvania, 8.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $473M.
- $473M
- total plan assets (2023 EOY)
- 7,032
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $67,204
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Guthrie 403(b) Retirement Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $91M in the plan year 2023 filing.
- Guthrie 403(b) Retirement Savings Plan end-of-year assets rose from $382M in the plan year 2022 filing to $473M in the plan year 2023 filing.
- Guthrie 403(b) Retirement Savings Plan reported participants rose from 6,526 in the plan year 2022 filing to 7,032 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Guthrie 403(b) Retirement Savings Plan reports 7,032 participants - 8.6x that state average ($473M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $382M |
|---|---|
| Net Assets (End of Year) | $473M |
| Net Income | $91M |
| Employer EIN | 233055017 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Guthrie Clinic)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,779 | $691M |
| 2023 | 3 | 7,259 | $799M |
| 2024 | 3 | 7,794 | $952M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Guthrie 403(b) Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for Guthrie 403(b) Retirement Savings Plan
Guthrie 403(b) Retirement Savings Plan reports $473M in end-of-year assets across 7,032 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $67,204 per participant (49% of the national average assets-per-participant) . Net income for plan year 2023 was $91M.
This plan identity (EIN 233055017, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $382M to $630M (+65.0%) while covered participants moved from 6,526 to 7,589 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,526 | $382M | Open filing |
| 2023 | 7,032 | $473M | This page |
| 2024 · index core | 7,589 | $630M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Guthrie 403(b) Retirement Savings Plan (Other, $630M, 7,589 participants)
- Guthrie 401(k) Retirement Savings Plan (401(k), $223M, 56 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Guthrie 403(b) Retirement Savings Plan by total assets, not by location.
- Loyola Marymount University Defined Contribution Retirement Plan (CA) $472M · 2,985
- Lhc Group 401(k) Plan (LA) $477M · 24,322
- College Entrance Examination Board Tax-Deferred Annuity Plan (NY) $467M · 1,753
- Cook Children's Health Care System Retirement Plan (TX) $467M · 8,218
Frequently Asked Questions
How did Guthrie 403(b) Retirement Savings Plan assets move in 2023? ▼
How have The Guthrie Clinic plan assets changed over time? ▼
Where does Guthrie 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Guthrie 403(b) Retirement Savings Plan? ▼
Next read for Guthrie 403(b) Retirement Savings Plan
Filing takeaways
Ways to act on Guthrie 403(b) Retirement Savings Plan's numbers.
- By total assets, Guthrie 403(b) Retirement Savings 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 Pennsylvania. Compare plans
- The Guthrie Clinic's sponsor-wide assets have grown 37.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans