Other · DOL Form 5500 · 2023
Penn Highlands Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $275M
- Total assets Near avg plan size
- 3,653
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $75,262
- Avg per participant Below avg balance/head
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.
- #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.
- #17,022
- in Healthcare & Social Assistance (17,684 peers)
- +26.9%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Penn Highlands Healthcare 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Penn Highlands Healthcare 403(b) 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. Penn Highlands Healthcare 403(b) Plan lands in the large band (3,653 participants).
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.
Form 5500 schedule snapshot
Filing strip 320345810 · Penn Highlands Healthcare, Inc. PY 2023 · Other
Penn Highlands Healthcare 403(b) Plan · $275M · 3,653 · 96th
- IND $275M
- EOY 3,653
- 5500 96th
- ASSETS Other
- PCT near Upper Chesapeake Health 403(b) Savings Plan
- EIN ind #17022
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 →
Penn Highlands Healthcare 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $34M |
| Employer EIN | 320345810 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Highlands Healthcare, Inc.)
Sponsor-wide plan assets over time
All Penn Highlands Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $401M 85.2002576506158% vs 2022
- 2024 filing year
| 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.
- 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
Penn Highlands Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Upper Chesapeake Health 403(b) Savings Plan in MD ($275M); by covered participants it is Swedishamerican 403(b) Incentivesaver Plan in IL (3,655 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($275M here).
- Upper Chesapeake Health 403(b) Savings Plan (MD) $275M · 3,056
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $274M · 1,162
- National University Retirement Savings Plan (CA) $274M · 3,320
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) $273M · 1,361
Similar participant headcount
Nearest other-state filings by covered participants (3,653 participants); asset peers above are excluded.
- Swedishamerican 403(b) Incentivesaver Plan (IL) 3,655 · 2 off
- Cassia 403(b) Retirement Plan (MN) 3,638 · 15 off
- Employee Benefit Plan of Sea-Mar Community Health Centers (WA) 3,675 · 22 off
- The Mary Imogene Bassett Hospital Retirement Plan (NY) 3,677 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.