IRA-Based
2023 plan-year IRA-Based DOL Form 5500

ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ALBERT EINSTEIN HEALTHCARE NETWORK

This IRA-Based plan holds $659M in total assets and serves 7,359 participants as of 2023. It is sponsored by ALBERT EINSTEIN HEALTHCARE NETWORK in Pennsylvania. The plan reported positive net income of $104M for the year.

Total Assets (2023)
$659M
Participants
7,359
State
Industry
Healthcare & Social Assistance

What the Filing Says About ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN

ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN is a IRA-Based retirement plan sponsored by ALBERT EINSTEIN HEALTHCARE NETWORK, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $659M in total end-of-year assets and covers 7,359 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 231396794, and the plan has been effective since 1995-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $555M at the beginning of 2023 to $659M at year-end — a gain of 18.7%. Net assets (after liabilities) closed the year at $659M, with reported net income of $104M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$555M
Total Assets (End of Year)$659M
Net Assets (End of Year)$659M
Net Income$104M
Plan TypeIRA-Based
Employer EIN231396794
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ALBERT EINSTEIN HEALTHCARE NETWORK)

Year Plans Participants Total Assets
2022 3 15,477 $1.2B
2023 3 14,777 $766M
2024 2 9,857 $865M

Nearby IRA-Based Plans in Pennsylvania

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN?
As of the 2023 Form 5500 filing, ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN holds $659M in total assets with 7,359 participants. It is sponsored by ALBERT EINSTEIN HEALTHCARE NETWORK.
What type of plan is ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN?
ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN is a IRA-Based plan. It has been effective since 1995-04-01. The plan is filed with the U.S. Department of Labor under EIN 231396794.
Who sponsors the ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN?
ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN is sponsored by ALBERT EINSTEIN HEALTHCARE NETWORK, located in Pennsylvania. The sponsor's EIN is 231396794 and the plan operates in the Healthcare & Social Assistance industry.
How did ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN perform in 2023?
ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN grew by 18.7% during 2023, moving from $555M to $659M in total assets. Net income was $104M.
Where can I find official filings for ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231396794 or plan name at efast.dol.gov.
How does ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN compare to other plans?
You can compare ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN against other IRA-Based plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231396794.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.