Other · DOL Form 5500 · 2023
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-25
- $659M
- Total assets Above avg plan size
- 7,359
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $89,516
- Avg per participant Below avg balance/head
Official DOL plan name: Albert Einstein Healthcare Network Retirement Savings Plan · Sponsored by Albert Einstein Healthcare Network · Pennsylvania · Healthcare & Social Assistance
$659M in assets, 7,359 participants
Albert Einstein Healthcare Network's Albert Einstein Healthcare Network Retirement Savings Plan reported $659M in total assets and 7,359 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,349 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Albert Einstein Healthcare Network Retirement Savings Plan covers 7,359 participants in Pennsylvania, 9.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $659M.
- #17,349
- in Healthcare & Social Assistance (17,684 peers)
- +18.7%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Albert Einstein Healthcare Network Retirement Savings Plan's outsized position by total assets
Albert Einstein Healthcare Network Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$658,745,041 Top 2% higher than 98% 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
Albert Einstein Healthcare Network 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. Albert Einstein Healthcare Network Retirement Savings Plan lands in the large band (7,359 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Albert Einstein Healthcare Network Retirement Savings Plan reported net income rose from -$109M in the plan year 2022 filing to $104M in the plan year 2023 filing.
- Albert Einstein Healthcare Network Retirement Savings Plan end-of-year assets rose from $555M in the plan year 2022 filing to $659M in the plan year 2023 filing.
- Albert Einstein Healthcare Network Retirement Savings Plan reported participants rose from 7,053 in the plan year 2022 filing to 7,359 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231396794 · Albert Einstein Healthcare Network PY 2023 · Other
Albert Einstein Healthcare Network Retirement Savings Plan · $659M · 7,359 · 98th
- SCH $659M
- SCH 7,359
- SCH 98th
- SCH Other
- SCH near Research Foundation of the City University of New York Defined Contribution Retirement Plan
- SCH ind #17349
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 →
Albert Einstein Healthcare Network Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $555M |
|---|---|
| Net Assets (End of Year) | $659M |
| Net Income | $104M |
| Employer EIN | 231396794 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albert Einstein Healthcare Network)
Sponsor-wide plan assets over time
All Albert Einstein Healthcare Network plans reported in each filing year
- Latest sponsor-wide plan assets
- $865M 26.172199089424325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 15,477 | $1.2B |
| 2023 | 3 | 14,777 | $766M |
| 2024 | 2 | 9,857 | $865M |
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 Albert Einstein Healthcare Network Retirement Savings Plan
Albert Einstein Healthcare Network Retirement Savings Plan reports $659M in end-of-year assets across 7,359 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $89,516 per participant (65% of the national average assets-per-participant) . Net income for plan year 2023 was $104M.
This plan identity (EIN 231396794, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $555M to $737M (+32.9%) while covered participants moved from 7,053 to 7,438 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,053 | $555M | Open filing |
| 2023 | 7,359 | $659M | This page |
| 2024 · index core | 7,438 | $737M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Albert Einstein Healthcare Network Retirement Savings Plan (Other, $737M, 7,438 participants)
- Einstein Medical Center Montgomery Retirement Savings Plan (Other, $128M, 2,419 participants)
Albert Einstein Healthcare Network Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Research Foundation of the City University of New York Defined Contribution Retirement Plan in NY ($659M); by covered participants it is Mercy Health Corporation Employees Retirement Plan in IL (7,387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($659M here).
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $659M · 5,316
- Methodist Health System 403(b)Plan (TX) $657M · 9,350
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $657M · 19,016
- South Shore Hospital Retirement Savings Plan (MA) $655M · 5,591
Similar participant headcount
Nearest other-state filings by covered participants (7,359 participants); asset peers above are excluded.
- Mercy Health Corporation Employees Retirement Plan (IL) 7,387 · 28 off
- North Mississippi Health Services 403(b) Plan (MS) 7,294 · 65 off
- Inspira Health Network 403(b) Savings Plan (NJ) 7,456 · 97 off
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) 7,251 · 108 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.