Other · DOL Form 5500 · 2023
Swedishamerican Health System Retirement Plan
Data updated 2026-08-25
- $340M
- Total assets Above avg plan size
- 3,254
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $104,427
- Avg per participant Below avg balance/head
Official DOL plan name: Swedishamerican 403(b) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance
$340M in assets, 3,254 participants
Swedishamerican Health System's Swedishamerican 403(b) Incentivesaver Plan reported $340M in total assets and 3,254 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,118 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Swedishamerican 403(b) Incentivesaver Plan covers 3,254 participants in Illinois, 4.2x the typical Illinois plan (state average ~779 per filing). Assets: $340M.
- #17,118
- in Healthcare & Social Assistance (17,684 peers)
- +13.4%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Swedishamerican 403(b) Incentivesaver Plan's outsized position by total assets
Swedishamerican 403(b) Incentivesaver Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$339,804,968 Top 4% higher than 96% 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
Swedishamerican 403(b) Incentivesaver 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. Swedishamerican 403(b) Incentivesaver Plan lands in the large band (3,254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swedishamerican 403(b) Incentivesaver Plan reported net income rose from -$53M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Swedishamerican 403(b) Incentivesaver Plan reported participants fell from 3,571 in the plan year 2022 filing to 3,254 in the plan year 2023 filing.
- Swedishamerican 403(b) Incentivesaver Plan end-of-year assets rose from $321M in the plan year 2022 filing to $340M in the plan year 2023 filing.
DOL schedule card
Filing strip 363241458 · Swedishamerican Health System PY 2023 · Other
Swedishamerican 403(b) Incentivesaver Plan · $340M · 3,254 · 96th
- PCT $340M
- PCT 3,254
- PCT 96th
- PCT Other
- PCT near Trinity University 403(b) Retirement Plan
- PCT ind #17118
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 Illinois →
Swedishamerican 403(b) Incentivesaver Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $340M |
| Net Income | $40M |
| Employer EIN | 363241458 |
| Plan Effective Date | 1987-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swedishamerican Health System)
Sponsor-wide plan assets over time
All Swedishamerican Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $414M 23.97067368878553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,650 | $334M |
| 2023 | 4 | 7,061 | $737M |
| 2024 | 2 | 3,823 | $414M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Swedishamerican 403(b) Incentivesaver Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Trinity University 403(b) Retirement Plan in TX ($340M); by covered participants it is Doylestown Hospital 403(b) Retirement Savings Plan in PA (3,264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($340M here).
- Trinity University 403(b) Retirement Plan (TX) $340M · 837
- University of San Francisco Voluntary Retirement Plan (CA) $339M · 1,726
- Franklin and Marshall College Retirement Plan (PA) $338M · 737
- Excela Health 403(b) Retirement Plan (PA) $338M · 4,063
Similar participant headcount
Nearest other-state filings by covered participants (3,254 participants); asset peers above are excluded.
- Doylestown Hospital 403(b) Retirement Savings Plan (PA) 3,264 · 10 off
- Educational Testing Service 403(b) Retirement Savings Plan (NJ) 3,243 · 11 off
- Retirement Income Plan of Englewood Hospital & Medical Center (NJ) 3,269 · 15 off
- Lexington Health Inc. 403(b) Retirement Plan (SC) 3,282 · 28 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.