Other · DOL Form 5500 · 2023
Spectrum Health Services Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $16,606
- Avg per participant Low balance/head
Official DOL plan name: Spectrum Health Services Inc 403(b) Plan · Sponsored by Spectrum Health Services Inc · Pennsylvania · Other Services
$2M in assets, 107 participants
Spectrum Health Services Inc's Spectrum Health Services Inc 403(b) Plan reported $2M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,248 in Other Services (7,857 peers)
Coverage in Pennsylvania
Spectrum Health Services Inc 403(b) Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.
- #4,248
- in Other Services (7,857 peers)
- +38.7%
- assets growth YoY
Spectrum Health Services Inc 403(b) Plan among the smaller filed plans by assets
Spectrum Health Services Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,776,872 29th percentile higher than 29% 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
Spectrum Health Services Inc 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spectrum Health Services Inc 403(b) Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spectrum Health Services Inc 403(b) Plan reported net income rose from -$133K in the plan year 2022 filing to $496K in the plan year 2023 filing.
- Spectrum Health Services Inc 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231686225 · Spectrum Health Services Inc PY 2023 · Other
Spectrum Health Services Inc 403(b) Plan · $2M · 107 · 29th
- SCH $2M
- SCH 107
- SCH 29th
- SCH Other
- SCH near Mossberg Corporation Stock Bonus Plan
- SCH ind #4248
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 Other Services retirement plans → · Plans in Pennsylvania →
Spectrum Health Services Inc 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $496K |
| Employer EIN | 231686225 |
| Plan Effective Date | 1992-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spectrum Health Services Inc)
Sponsor-wide plan assets over time
All Spectrum Health Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 61.43280580728815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $1M |
| 2023 | 1 | 107 | $2M |
| 2024 | 1 | 119 | $2M |
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
Spectrum Health Services Inc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mossberg Corporation Stock Bonus Plan in CT ($2M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Mossberg Corporation Stock Bonus Plan (CT) $2M · 107
- St. Mark Village, Inc. Retirement Plan (FL) $2M · 305
- Reach for Resources, Inc. (MN) $2M · 20
- Nazareth Living Center 403b Plan (MO) $2M · 229
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 107 · 0 off
- New England Interstate Water Pollution Control Commission 403(b) Tax Sheltered Annuity Plan (MA) 107 · 0 off
- Ecole Bilingue Retirement Plan (CA) 107 · 0 off
- Jennie M. Melham Memorial Medical Center 403b Plan (NE) 107 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.