Defined Benefit (Pension) · DOL Form 5500 · 2023
Wellspan Health Pension Plan
Data updated 2026-08-25
- $971M
- Total assets Above avg plan size
- 3,568
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $272,211
- Avg per participant High balance/head
Official DOL plan name: The Wellspan Health System Merged Pension Plan · Sponsored by Wellspan Health · Pennsylvania · Healthcare & Social Assistance
$971M in assets, 3,568 participants
Wellspan Health's The Wellspan Health System Merged Pension Plan reported $971M in total assets and 3,568 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,470 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
The Wellspan Health System Merged Pension Plan covers 3,568 participants in Pennsylvania, 4.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $971M.
- #17,470
- in Healthcare & Social Assistance (17,684 peers)
- -4.8%
- assets change YoY
- 9.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wellspan Health System Merged Pension Plan's outsized position by total assets
The Wellspan Health System Merged Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$971,247,852 Top 1% higher than 99% 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
The Wellspan Health System Merged Pension 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. The Wellspan Health System Merged Pension Plan lands in the large band (3,568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Wellspan Health System Merged Pension Plan reported net income rose from -$59M in the plan year 2022 filing to -$49M in the plan year 2023 filing.
- The Wellspan Health System Merged Pension Plan reported participants fell from 3,928 in the plan year 2022 filing to 3,568 in the plan year 2023 filing.
- The Wellspan Health System Merged Pension Plan end-of-year assets fell from $1.0B in the plan year 2022 filing to $971M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 230465970 · Wellspan Health PY 2023 · Defined Benefit (Pension)
The Wellspan Health System Merged Pension Plan · $971M · 3,568 · 99th
- PCT $971M
- EIN 3,568
- RANK 99th
- PHOTO Defined Benefit (Pension)
- IND near Ufcw Local 1262 & Employers Pension Fund
- EOY ind #17470
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 →
The Wellspan Health System Merged Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $971M |
| Net Income | -$49M |
| Employer EIN | 230465970 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellspan Health)
Sponsor-wide plan assets over time
All Wellspan Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 1.7845641432769073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,027 | $1.2B |
| 2023 | 2 | 4,665 | $1.2B |
| 2024 | 2 | 4,396 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
The Wellspan Health System Merged Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Ufcw Local 1262 & Employers Pension Fund in NJ ($971M); by covered participants it is Emory Healthcare, Inc. Retirement Plan 2 in GA (3,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($971M here).
- Ufcw Local 1262 & Employers Pension Fund (NJ) $971M · 5,385
- Rio Tinto America Inc. Retirement Plan (UT) $972M · 1,644
- Kimberly-Clark Corporation Pension Plan (WI) $970M · 1,690
- Employees' Cash Balance Plan of Atlantic Health System, Inc. (NJ) $969M · 5,443
Similar participant headcount
Nearest other-state filings by covered participants (3,568 participants); asset peers above are excluded.
- Emory Healthcare, Inc. Retirement Plan 2 (GA) 3,560 · 8 off
- Retirement Plan for Certain Represented Employees (MD) 3,559 · 9 off
- Niagara Mohawk Pension Plan (NY) 3,577 · 9 off
- Graybar Electric Company, Inc. Pension Plan (MO) 3,583 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.