Other · DOL Form 5500 · 2022
Summit Health Care Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 1,220
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $39,457
- Avg per participant Low balance/head
Official DOL plan name: Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan · Sponsored by Summit Health Care Regional Medical Center · Arizona · Healthcare & Social Assistance
$48M in assets, 1,220 participants
Summit Health Care Regional Medical Center's Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported $48M in total assets and 1,220 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #17,977 in Healthcare & Social Assistance (20,060 peers)
Coverage in Arizona
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan covers 1,220 participants in Arizona, 2.2x the typical Arizona plan (state average ~564 per filing). Assets: $48M.
- #17,977
- in Healthcare & Social Assistance (20,060 peers)
- -18.6%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan's outsized position by total assets
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,137,052 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan lands in the large band (1,220 participants).
Plan-year Form 5500 strip
Filing strip 860320447 · Summit Health Care Regional Medical Center PY 2022 · Other
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan · $48M · 1,220 · 88th
- BOY $48M
- SCH 1,220
- EBSA 88th
- PART Other
- TYPE near Ozarks Healthcare 403(b) Plan
- NET ind #17977
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 Arizona →
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$11M |
| Employer EIN | 860320447 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Health Care Regional Medical Center)
Sponsor-wide plan assets over time
All Summit Health Care Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 16.917886870180585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,220 | $48M |
| 2023 | 1 | 1,183 | $51M |
| 2024 | 1 | 1,276 | $56M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Ozarks Healthcare 403(b) Plan in MO ($48M); by covered participants it is The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees in PA (1,220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Ozarks Healthcare 403(b) Plan (MO) $48M · 1,170
- The Harker School 403(b) Tax Deferred Annuity Plan (CA) $48M · 893
- Allosource Employees' Retirement Plan (CO) $48M · 476
- American Type Culture Collection 403(b) Plan (VA) $48M · 529
Similar participant headcount
Nearest other-state filings by covered participants (1,220 participants); asset peers above are excluded.
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) 1,220 · 0 off
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan (MO) 1,218 · 2 off
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) 1,223 · 3 off
- St. Luke's Cornwall Hospital 403(b) Retirement Plan (NY) 1,217 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.