Other · DOL Form 5500 · 2024

Spectrum Health Systems, Inc. Retirement Plan

Data updated 2026-08-11

$24M
Total assets
1,177
Participants
73rd
Percentile by assets
$20,044
Avg per participant
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Official DOL plan name: Employee Benefit of Spectrum Health Systems, Inc. · Sponsored by Spectrum Health Systems, Inc. · Massachusetts · Healthcare & Social Assistance

$24M in assets, 1,177 participants

Spectrum Health Systems, Inc.'s Employee Benefit of Spectrum Health Systems, Inc. reported $24M in total assets and 1,177 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #13,083 in Healthcare & Social Assistance (16,916 peers)

Spectrum Health Systems, Inc. multi-year trail

Spectrum Health Systems, Inc.'s plans moved +59.6% in assets from 2022 to 2024; this filing shows Employee Benefit of Spectrum Health Systems, Inc. at $24M / 1,177 participants.

$24M
total plan assets (2024 EOY)
1,177
covered participants
73rd
percentile by assets (of 123,622 plans)
$20,044
avg assets per participant

Where Employee Benefit of Spectrum Health Systems, Inc. sits by total assets

Employee Benefit of Spectrum Health Systems, Inc. vs every filed plan by assets

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

$23,591,573 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefit of Spectrum Health Systems, Inc. reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Employee Benefit of Spectrum Health Systems, Inc. end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Employee Benefit of Spectrum Health Systems, Inc. reported participants rose from 927 in the plan year 2023 filing to 1,177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Healthcare & Social Assistance

Spectrum Health Systems, Inc. across 3 plan years on file

Across the 3 plan years Spectrum Health Systems, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $24M, a gain of 59.6%, while reported participants moved from 816 to 1,177 (+44.2%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($15M).

Spectrum Health Systems, Inc. multi-year asset trail

$10M$15M$20M$25M 202220232024 $14.8M $23.6M ▲ +59.6%
Total plan assets by year, all Spectrum Health Systems, Inc. plans on file
Year Plans Participants Total Assets
2022 1 816 $15M
2023 1 927 $19M
2024 1 1,177 $24M

Spectrum Health Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN042478978
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Employee Benefit of …, Total assets ($B): 0.023591573 · Participants: 1177Employee Benefit of …Harvard University T…, Total assets ($B): 4.299350229 · Participants: 24395Harvard University T…Beth Israel Lahey 40…, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 40…Boston University Re…, Total assets ($B): 2.976139 · Participants: 8173Boston University Re…Northeastern Univers…, Total assets ($B): 2.641546036 · Participants: 8900Northeastern Univers…Boston University Su…, Total assets ($B): 1.735973854 · Participants: 12869Boston University Su…
Employee Benefit of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Employee Benefit of Spectrum Health Syst… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Employee Benefit of Spectrum Health Systems, Inc. by total assets, not by location.

Frequently Asked Questions

How did Employee Benefit of Spectrum Health Systems, Inc. assets move in 2024? ▼
Employee Benefit of Spectrum Health Systems, Inc. grew sharply - up 27.0% during 2024, from $19M to $24M. Reported net income was $5M.
How have Spectrum Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Health Systems, Inc.'s sponsor-wide assets grew 59.6%, from $15M to $24M.
Which Other plans are similar in size to Employee Benefit of Spectrum Health Systems, Inc.? ▼
Among Other plans in other states, the closest by assets is Afs-USA 403(b)Plan in NY ($24M, 134 participants).

Next read for Employee Benefit of Spectrum Health Syst…

Multi-year trail

Ways to act on Employee Benefit of Spectrum Health Systems, Inc.'s numbers.

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 042478978.

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.