Other · DOL Form 5500 · 2023
Summit Healthcare Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 1,183
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $43,371
- Avg per participant Low balance/head
Official DOL plan name: Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan · Sponsored by Summit Healthcare Regional Medical Center · Arizona · Healthcare & Social Assistance
$51M in assets, 1,183 participants
Summit Healthcare Regional Medical Center's Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported $51M in total assets and 1,183 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,551 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan covers 1,183 participants in Arizona, 2.1x the typical Arizona plan (state average ~564 per filing). Assets: $51M.
- #15,551
- in Healthcare & Social Assistance (17,684 peers)
- +6.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan's outsized position by total assets
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,307,515 Top 14% higher than 86% 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
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement 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. Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan lands in the large band (1,183 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported participants fell from 1,220 in the plan year 2022 filing to 1,183 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860320447 · Summit Healthcare Regional Medical Center PY 2023 · Other
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan · $51M · 1,183 · 86th
- 5500 $51M
- ASSETS 1,183
- PCT 86th
- EIN Other
- RANK near Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan
- PHOTO ind #15551
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 →
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $3M |
| Employer EIN | 860320447 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Healthcare Regional Medical Center)
Sponsor-wide plan assets over time
All Summit Healthcare Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 16.917886870180585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,220 | $48M |
| 2023 | 1 | 1,183 | $51M |
| 2024 | 1 | 1,276 | $56M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- 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's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI ($51M); by covered participants it is Retirement Savings Plan of Finger Lakes Regional Health System in NY (1,183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,183 participants); asset peers above are excluded.
- Retirement Savings Plan of Finger Lakes Regional Health System (NY) 1,183 · 0 off
- University Hospital 403(b) Plan (KY) 1,180 · 3 off
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) 1,177 · 6 off
- Goodwill Industries of North Florida Retirement Savings Plan (FL) 1,190 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.