Other · DOL Form 5500 · 2024
Summa Health Retirement Plan
Data updated 2026-08-25
- $855M
- Total assets Above avg plan size
- 4,697
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $182,067
- Avg per participant Above avg balance/head
Official DOL plan name: Summa Health 403(b) Retirement Savings Plan · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance
$855M in assets, 4,697 participants
Summa Health's Summa Health 403(b) Retirement Savings Plan reported $855M in total assets and 4,697 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,631 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Summa Health 403(b) Retirement Savings Plan covers 4,697 participants in Ohio, 6.1x the typical Ohio plan (state average ~765 per filing). Assets: $855M.
- #16,631
- in Healthcare & Social Assistance (16,916 peers)
- +11.3%
- assets growth YoY
- 8.6×
- vs typical plan assets (national mean)
Summa Health 403(b) Retirement Savings Plan's outsized position by total assets
Summa Health 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$855,170,134 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Summa Health 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summa Health 403(b) Retirement Savings Plan lands in the large band (4,697 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summa Health 403(b) Retirement Savings Plan reported net income fell from $112M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Summa Health 403(b) Retirement Savings Plan end-of-year assets rose from $768M in the plan year 2023 filing to $855M in the plan year 2024 filing.
- Summa Health 403(b) Retirement Savings Plan reported participants fell from 4,948 in the plan year 2023 filing to 4,697 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 341887844 · Summa Health PY 2024 · Other
Summa Health 403(b) Retirement Savings Plan · $855M · 4,697 · 98th
- PCT $855M
- PCT 4,697
- PCT 98th
- PCT Other
- PCT near Children's Medical Center of Dallas Employee Savings Plan 403(b) Component
- PCT ind #16631
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 Ohio →
Summa Health 403(b) Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $768M |
|---|---|
| Net Assets (End of Year) | $855M |
| Net Income | $87M |
| Employer EIN | 341887844 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summa Health)
Sponsor-wide plan assets over time
All Summa Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 22.999750274926605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,010 | $845M |
| 2023 | 2 | 6,496 | $962M |
| 2024 | 2 | 6,115 | $1.0B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Summa Health 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($855M); by covered participants it is Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan in IN (4,697 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($855M here).
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $855M · 10,097
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $855M · 2,371
- William Marsh Rice University Supplemental 403(b) Plan (TX) $848M · 5,225
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) $865M · 9,226
Similar participant headcount
Nearest other-state filings by covered participants (4,697 participants); asset peers above are excluded.
- Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan (IN) 4,697 · 0 off
- Nicklaus Children's Health System Retirement Plan (FL) 4,702 · 5 off
- IBEW Local 613 Defined Contribution Pension Plan (GA) 4,682 · 15 off
- Genesis Health System Retirement Savings Plan (MI) 4,680 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.