Other · DOL Form 5500 · 2023

Summit Healthcare Regional Medical Center Retirement Plan

Data updated 2026-08-11

$51M
Total assets: 1,183
Participants: 86th
Percentile by assets: $43,371
Avg per participant

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.

86th percentile by assets (of 127,072 plans)
#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.

$51M
total plan assets (2023 EOY): 1,183
covered participants: 86th
percentile by assets (of 127,072 plans): $43,371
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Arizona

Industry

Healthcare & Social Assistance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reports 1,183 participants - 2.1x that state average ($51M EOY assets).

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)

Total plan assets by year, all Summit Healthcare Regional Medical Center plans on file

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.

Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants

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

Compare Summit Healthcare Regional Medical Cente… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan by total assets, not by location.

Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan (HI) $51M · 430
Severn School 403(b) Retirement Plan (MD) $51M · 167
Donor Network West Retirement Plan (CA) $51M · 408
The Episcopal Academy 403(b) Defined Contribution Retirement Plan (PA) $51M · 360

Frequently Asked Questions

How did Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan assets move in 2023? ▼

Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan grew at a solid clip - up 6.6% during 2023, from $48M to $51M. Reported net income was $3M.

How have Summit Healthcare Regional Medical Center plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Summit Healthcare Regional Medical Center's sponsor-wide assets grew 16.9%, from $48M to $56M.

Where does Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI ($51M, 430 participants).

Next read for Summit Healthcare Regional Medical Cente…

Filing takeaways

Ways to act on Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan's numbers.

By total assets, Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
Summit Healthcare Regional Medical Center's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 860320447.