Other · DOL Form 5500 · 2023

Spectrum Health Services Inc Retirement Plan

Data updated 2026-08-11

$2M
Total assets
107
Participants
29th
Percentile by assets
$16,606
Avg per participant
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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.

  • 29th percentile by assets (of 127,072 plans)
  • #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.

$2M
total plan assets (2023 EOY)
107
covered participants
29th
percentile by assets (of 127,072 plans)
$16,606
avg assets per participant

Where Spectrum Health Services Inc 403(b) Plan sits by total 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

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

  • 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.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Other Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Spectrum Health Services Inc 403(b) Plan reports 107 participants - about 13% of that state average ($2M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$496K
Employer EIN231686225
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrum Health Services Inc)

$1M$1.5M$2M$2.5M 202220232024 $1.28M $2.07M ▲ +61.7%
Total plan assets by year, all Spectrum Health Services Inc plans on file
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.

Spectrum Health Services Inc 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Spectrum Health Serv…, Total assets ($B): 0.001776872 · Participants: 107Spectrum Health Serv…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…
Spectrum Health Services Inc 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Spectrum Health Services Inc 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Spectrum Health Services Inc 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Spectrum Health Services Inc 403(b) Plan assets move in 2023? ▼
Spectrum Health Services Inc 403(b) Plan surged - up 38.7% during 2023, from $1M to $2M. Reported net income was $496K.
How have Spectrum Health Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Health Services Inc's sponsor-wide assets grew 61.4%, from $1M to $2M.
Which Other plans are similar in size to Spectrum Health Services Inc 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mossberg Corporation Stock Bonus Plan in CT ($2M, 107 participants).

Next read for Spectrum Health Services Inc 403(b) Plan

Filing takeaways

Ways to act on Spectrum Health Services Inc 403(b) Plan's numbers.

  • By total assets, Spectrum Health Services Inc 403(b) Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
  • Spectrum Health Services Inc's sponsor-wide assets have grown 61.4% since 2022 across 3 plan years on file. More Other Services plans

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 231686225.

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.