Other · DOL Form 5500 · 2024

Summa Health Retirement Plan

Data updated 2026-07-24

$855M
Total assets: 4,697
Participants: 98th
Percentile by assets: $182,067
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Ohio

Summa Health 403(b) Retirement Savings Plan covers 4,697 participants in Ohio, 6.0x the typical Ohio plan (state average ~787 per filing). Assets: $855M.

$855M
total plan assets (2024 EOY): 4,697
covered participants: 98th
percentile by assets (of 116,472 plans): $182,067
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Ohio

Industry

Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Summa Health 403(b) Retirement Savings Plan reports 4,697 participants - 6.0x that state average ($855M EOY assets).

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)

Total plan assets by year, all Summa Health plans on file

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.

Summa Health 403(b) Retirement Savings Plan vs. nearby Other plans in Ohio, assets vs. participants

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
Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan $841M · 10,845

Compare Summa Health 403(b) Retirement Savings P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Summa Health 403(b) Retirement Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Summa Health 403(b) Retirement Savings Plan assets move in 2024? ▼

Summa Health 403(b) Retirement Savings Plan grew at a solid clip - up 11.3% during 2024, from $768M to $855M. Reported net income was $87M.

How have Summa Health plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Summa Health's sponsor-wide assets grew 23.0%, from $845M to $1.0B.

Where does Summa Health 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Summa Health 403(b) Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Summa Health 403(b) Retirement Savings Plan? ▼

Among Other plans in other states, the closest by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($855M, 10,097 participants).

Next read for Summa Health 403(b) Retirement Savings P…

Filing takeaways

Ways to act on Summa Health 403(b) Retirement Savings Plan's numbers.

By total assets, Summa Health 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
Summa Health's sponsor-wide assets have grown 23.0% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341887844.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.