Defined Benefit (Pension) · DOL Form 5500 · 2023

Summa Health Pension Plan

Data updated 2026-08-25

$193M
Total assets Near avg plan size
1,548
Participants Near avg headcount
95th
Percentile by assets National rank
$124,772
Avg per participant Near avg balance/head
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Official DOL plan name: Summa Health Retirement Income Plan and Trust · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance

$193M in assets, 1,548 participants

Summa Health's Summa Health Retirement Income Plan and Trust reported $193M in total assets and 1,548 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,839 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Summa Health Retirement Income Plan and Trust covers 1,548 participants in Ohio, 2.0x the typical Ohio plan (state average ~765 per filing). Assets: $193M.

#16,839
in Healthcare & Social Assistance (17,684 peers)
+2.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Summa Health Retirement Income Plan and Trust's outsized position by total assets

Summa Health Retirement Income Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$193,146,629 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Summa Health Retirement Income Plan and Trust'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. Summa Health Retirement Income Plan and Trust lands in the large band (1,548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summa Health Retirement Income Plan and Trust reported net income rose from -$54M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Summa Health Retirement Income Plan and Trust reported participants fell from 1,686 in the plan year 2022 filing to 1,548 in the plan year 2023 filing.
  • Summa Health Retirement Income Plan and Trust end-of-year assets rose from $189M in the plan year 2022 filing to $193M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341887844 · Summa Health PY 2023 · Defined Benefit (Pension)

Summa Health Retirement Income Plan and Trust · $193M · 1,548 · 95th

  • BOOK $193M
  • VS-ST 1,548
  • BOY 95th
  • SCH Defined Benefit (Pension)
  • EBSA near Roadway LLC Pension Plan
  • PART ind #16839

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 Ohio →

Summa Health Retirement Income Plan and Trust in the asset neighbourhood

Driv Employees Retirement PlanDriv Employees Retirement Pl…$194MSumma Health Retirement Income Plan and TrustSumma Health Retirement Inco…$193MRoadway LLC Pension Plan$193MSpire Missouri Employees' Retirement PlanSpire Missouri Employees' Re…$192MDel Monte Foods, Inc. Retirement PlanDel Monte Foods, Inc. Retire…$192M
End-of-year total assets ($M) among Summa Health Retirement Income Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$193M
Net Income$5M
Employer EIN341887844
Plan Effective Date1946-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summa Health)

Sponsor-wide plan assets over time

All Summa Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 22.999750274926605% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.04B ▲ +23.8%
Year Plans Participants Total Assets
2022 2 7,010 $845M
2023 2 6,496 $962M
2024 2 6,115 $1.0B

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Summa Health Retirement Income Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Summa Health Retirement Income Plan and Trust, Total assets ($B): 0.193146629 · Participants: 1548Summa Health Retirement Income Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Summa Health Retirement Income Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Summa Health Retirement Income Plan and Trust side-by-side with 3 peers →

Summa Health Retirement Income Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Roadway LLC Pension Plan in KS ($193M); by covered participants it is Local 295 I.B.T. Employer Group Pension Trust Fund in NY (1,550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($193M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,548 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summa Health Retirement Income Plan and Trust assets move in 2023? ▼
Summa Health Retirement Income Plan and Trust edged up modestly - up 2.3% during 2023, from $189M to $193M. Reported net income was $5M.
How have Summa Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summa Health's sponsor-wide assets grew 23.0%, from $845M to $1.0B.
Where does Summa Health Retirement Income Plan and Trust rank by assets among Form 5500 filers? ▼
Summa Health Retirement Income Plan and Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Summa Health Retirement Income Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roadway LLC Pension Plan in KS ($193M, 290 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Summa Health Retirement Income Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 295 I.B.T. Employer Group Pension Trust Fund in NY (1,550 participants, $615M in assets).

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 341887844.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.