401(k) · DOL Form 5500 · 2024

Heritage Valley Health System 401(k) Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
1,343
Participants Near avg headcount
93rd
Percentile by assets National rank
$105,557
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Valley Health System 401(k) Plan · Sponsored by Heritage Valley Health System · Pennsylvania · Healthcare & Social Assistance

$142M in assets, 1,343 participants

Heritage Valley Health System's Heritage Valley Health System 401(k) Plan reported $142M in total assets and 1,343 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,825 in Healthcare & Social Assistance (16,916 peers)

Where Heritage Valley Health System 401(k) Plan sits by assets

Heritage Valley Health System 401(k) Plan sits in the top 10% of all filed plans by assets, $142M for 1,343 participants (~$105,557/participant), up 11.8% in 2024.

#15,825
in Healthcare & Social Assistance (16,916 peers)
+11.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Heritage Valley Health System 401(k) Plan's outsized position by total assets

Heritage Valley Health System 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$141,762,576 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Heritage Valley Health System 401(k) 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. Heritage Valley Health System 401(k) Plan lands in the large band (1,343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Valley Health System 401(k) Plan end-of-year assets rose from $127M in the plan year 2023 filing to $142M in the plan year 2024 filing.
  • Heritage Valley Health System 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Heritage Valley Health System 401(k) Plan reported participants fell from 1,460 in the plan year 2023 filing to 1,343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251441518 · Heritage Valley Health System PY 2024 · 401(k)

Heritage Valley Health System 401(k) Plan · $142M · 1,343 · 93rd

  • VS-ST $142M
  • BOY 1,343
  • SCH 93rd
  • EBSA 401(k)
  • PART near Balchem Corporation 401(k) Plan
  • TYPE ind #15825

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 Pennsylvania →

Heritage Valley Health System 401(k) Plan in the asset neighbourhood

Balchem Corporation 401(k) PlanBalchem Corporation 401(k) P…$142MHeritage Valley Health System 401(k) PlanHeritage Valley Health Syste…$142MPea(K) Utah's Pooled Employer 401(k) PlanPea(K) Utah's Pooled Employe…$142MColumbia Bank Savings and Investment PlanColumbia Bank Savings and In…$142MCanfor Southern Pine, Inc. 401(k) PlanCanfor Southern Pine, Inc. 4…$142M
End-of-year total assets ($M) among Heritage Valley Health System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$142M
Net Income$15M
Employer EIN251441518
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Valley Health System)

Sponsor-wide plan assets over time

All Heritage Valley Health System plans reported in each filing year

Latest sponsor-wide plan assets
$142M 28.56384990439643% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $110M $142M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,426 $110M
2023 1 1,460 $127M
2024 1 1,343 $142M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Heritage Valley Health System 401(k) Plan, Total assets ($B): 0.141762576 · Participants: 1343Heritage Valley Health System 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Heritage Valley Health System 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Valley Health System 401(k) Plan side-by-side with 3 peers →

Heritage Valley Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Balchem Corporation 401(k) Plan in NY ($142M); by covered participants it is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($142M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,343 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Valley Health System 401(k) Plan assets move in 2024? ▼
Heritage Valley Health System 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $127M to $142M. Reported net income was $15M.
How have Heritage Valley Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Valley Health System's sponsor-wide assets grew 28.6%, from $110M to $142M.
Where does Heritage Valley Health System 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Valley Health System 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Valley Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Balchem Corporation 401(k) Plan in NY ($142M, 905 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Valley Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,343 participants, $183M in assets).

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 251441518.

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.