Other · DOL Form 5500 · 2023
HONORHEALTH Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 13,597
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $75,286
- Avg per participant Below avg balance/head
Official DOL plan name: Honor Health 403(b) Retirement Security Plan · Sponsored by HONORHEALTH · Arizona · Healthcare & Social Assistance
$1.0B in assets, 13,597 participants
HONORHEALTH's Honor Health 403(b) Retirement Security Plan reported $1.0B in total assets and 13,597 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.
- #17,482 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Honor Health 403(b) Retirement Security Plan covers 13,597 participants in Arizona, 24x the typical Arizona plan (state average ~564 per filing). Assets: $1.0B.
- #17,482
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Honor Health 403(b) Retirement Security Plan's outsized position by total assets
Honor Health 403(b) Retirement Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,023,668,486 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
Honor Health 403(b) Retirement Security Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Honor Health 403(b) Retirement Security Plan is a mega filing (13,597 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Honor Health 403(b) Retirement Security Plan reported net income rose from -$139M in the plan year 2022 filing to $151M in the plan year 2023 filing.
- Honor Health 403(b) Retirement Security Plan end-of-year assets rose from $873M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- Honor Health 403(b) Retirement Security Plan reported participants rose from 12,089 in the plan year 2022 filing to 13,597 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860181654 · HONORHEALTH PY 2023 · Other
Honor Health 403(b) Retirement Security Plan · $1.0B · 13,597 · 99th
- PHOTO $1.0B
- PHOTO 13,597
- PHOTO 99th
- PHOTO Other
- PHOTO near Atlantic Health System 403(b) Retirement Savings Plan
- PHOTO ind #17482
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 Arizona →
Honor Health 403(b) Retirement Security Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $873M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $151M |
| Employer EIN | 860181654 |
| Plan Effective Date | 2005-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HONORHEALTH)
Sponsor-wide plan assets over time
All HONORHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 32.81117802635629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,089 | $873M |
| 2023 | 1 | 13,597 | $1.0B |
| 2024 | 1 | 14,781 | $1.2B |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan $51M · 1,183
Scale composition for Honor Health 403(b) Retirement Security Plan
Honor Health 403(b) Retirement Security Plan reports $1.0B in end-of-year assets across 13,597 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $75,286 per participant (54% of the national average assets-per-participant) . Net income for plan year 2023 was $151M.
This plan identity (EIN 860181654, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $873M to $1.2B (+32.8%) while covered participants moved from 12,089 to 14,781 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,089 | $873M | Open filing |
| 2023 | 13,597 | $1.0B | This page |
| 2024 · index core | 14,781 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Honor Health 403(b) Retirement Security Plan (Other, $1.2B, 14,781 participants)
Honor Health 403(b) Retirement Security Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Atlantic Health System 403(b) Retirement Savings Plan in NJ ($1.0B); by covered participants it is The Moses H. Cone Memorial Hospital Voluntary Savings Plan in NC (13,606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $1.0B · 19,936
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) $1.0B · 8,357
- Long Island University Retirement Plan (NY) $1.0B · 1,974
- Southern Methodist University Retirement Plan (TX) $1.0B · 2,281
Similar participant headcount
Nearest other-state filings by covered participants (13,597 participants); asset peers above are excluded.
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan (NC) 13,606 · 9 off
- Main Line Health, Inc. Retirement Savings Plan (PA) 13,659 · 62 off
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (IL) 13,705 · 108 off
- Christiana Care 403(b) Plan (DE) 13,834 · 237 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.