Other · DOL Form 5500 · 2023

Penn Highlands Healthcare, Inc. Retirement Plan

Data updated 2026-08-11

$275M
Total assets
3,653
Participants
96th
Percentile by assets
$75,262
Avg per participant
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Official DOL plan name: Penn Highlands Healthcare 403(b) Plan · Sponsored by Penn Highlands Healthcare, Inc. · Pennsylvania · Healthcare & Social Assistance

$275M in assets, 3,653 participants

Penn Highlands Healthcare, Inc.'s Penn Highlands Healthcare 403(b) Plan reported $275M in total assets and 3,653 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,022 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Penn Highlands Healthcare 403(b) Plan covers 3,653 participants in Pennsylvania, 4.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $275M.

$275M
total plan assets (2023 EOY)
3,653
covered participants
96th
percentile by assets (of 127,072 plans)
$75,262
avg assets per participant

Where Penn Highlands Healthcare 403(b) Plan sits by total assets

Penn Highlands Healthcare 403(b) Plan vs every filed plan by assets

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

$274,931,670 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Highlands Healthcare 403(b) Plan reported net income rose from -$38M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Penn Highlands Healthcare 403(b) Plan end-of-year assets rose from $217M in the plan year 2022 filing to $275M in the plan year 2023 filing.
  • Penn Highlands Healthcare 403(b) Plan reported participants rose from 3,350 in the plan year 2022 filing to 3,653 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Penn Highlands Healthcare 403(b) Plan reports 3,653 participants - 4.4x that state average ($275M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$217M
Net Assets (End of Year)$275M
Net Income$34M
Employer EIN320345810
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Highlands Healthcare, Inc.)

$100M$200M$300M$400M$500M 202220232024 $217M $401M ▲ +85.2%
Total plan assets by year, all Penn Highlands Healthcare, Inc. plans on file
Year Plans Participants Total Assets
2022 1 3,350 $217M
2023 2 4,174 $409M
2024 2 4,591 $401M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Penn Highlands Healthcare 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Penn Highlands Healt…, Total assets ($B): 0.27493167 · Participants: 3653Penn Highlands Healt…The University of Pe…, Total assets ($B): 6.313953991 · Participants: 20979The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.057133387 · Participants: 41942The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Co…
Penn Highlands Healthcare 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Penn Highlands Healthcare 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Penn Highlands Healthcare 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Penn Highlands Healthcare 403(b) Plan assets move in 2023? ▼
Penn Highlands Healthcare 403(b) Plan grew sharply - up 26.9% during 2023, from $217M to $275M. Reported net income was $34M.
How have Penn Highlands Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Highlands Healthcare, Inc.'s sponsor-wide assets grew 85.2%, from $217M to $401M.
Where does Penn Highlands Healthcare 403(b) Plan rank by assets among Form 5500 filers? ▼
Penn Highlands Healthcare 403(b) Plan ranks in the 96th 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 Other plans are similar in size to Penn Highlands Healthcare 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Upper Chesapeake Health 403(b) Savings Plan in MD ($275M, 3,056 participants).

Next read for Penn Highlands Healthcare 403(b) Plan

Filing takeaways

Ways to act on Penn Highlands Healthcare 403(b) Plan's numbers.

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 320345810.

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.