Other · DOL Form 5500 · 2023
The Guthrie Clinic Retirement Plan
Data updated 2026-08-25
- $473M
- Total assets Above avg plan size
- 7,032
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $67,204
- Avg per participant Below avg balance/head
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.
- #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.
- #17,247
- in Healthcare & Social Assistance (17,684 peers)
- +23.8%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Guthrie 403(b) Retirement Savings Plan's outsized position by total assets
Guthrie 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$472,575,708 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
Guthrie 403(b) Retirement Savings 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. Guthrie 403(b) Retirement Savings Plan lands in the large band (7,032 participants).
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.
Published 5500 schedule card
Filing strip 233055017 · The Guthrie Clinic PY 2023 · Other
Guthrie 403(b) Retirement Savings Plan · $473M · 7,032 · 97th
- VS-ST $473M
- VS-ST 7,032
- VS-ST 97th
- VS-ST Other
- VS-ST near Loyola Marymount University Defined Contribution Retirement Plan
- VS-ST ind #17247
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 Pennsylvania →
Guthrie 403(b) Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Guthrie Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $952M 37.850978824664644% vs 2022
- 2024 filing year
| 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.
- 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)
Guthrie 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Loyola Marymount University Defined Contribution Retirement Plan in CA ($472M); by covered participants it is Brigham Young University Tax-Deferred Annuity Plan in UT (7,029 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($473M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,032 participants); asset peers above are excluded.
- Brigham Young University Tax-Deferred Annuity Plan (UT) 7,029 · 3 off
- Children's Retirement Income Benefit Plan (OH) 6,988 · 44 off
- Willis-Knighton Health System 403(b) Plan (LA) 6,985 · 47 off
- Hawai'i Pacific Health 403(b) Savings Plan (HI) 7,137 · 105 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.