Other · DOL Form 5500 · 2024

Spectrum Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,177
Participants Near avg headcount
73rd
Percentile by assets National rank
$20,044
Avg per participant Low balance/head
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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.

  • #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.

#13,083
in Healthcare & Social Assistance (16,916 peers)
+27.0%
assets growth YoY

Employee Benefit of Spectrum Health Systems, Inc.'s outsized position 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 $2,050,000,000 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

Employee Benefit of Spectrum Health Systems, Inc.'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. Employee Benefit of Spectrum Health Systems, Inc. lands in the large band (1,177 participants).

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 →

EBSA filing schedule strip

Filing strip 042478978 · Spectrum Health Systems, Inc. PY 2024 · Other

Employee Benefit of Spectrum Health Systems, Inc. · $24M · 1,177 · 73rd

  • EIN $24M
  • EIN 1,177
  • EIN 73rd
  • EIN Other
  • EIN near Afs-USA 403(b)Plan
  • EIN ind #13083

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 Massachusetts →

Employee Benefit of Spectrum Health Systems, Inc. in the asset neighbourhood

Heritage University Retirement PlanHeritage University Retireme…$24MU.K.S.M.-W., M.P.a. Tax Deferred Annuity PlanU.K.S.M.-W., M.P.a. Tax Defe…$24MAfs-USA 403(b)Plan$24MEmployee Benefit of Spectrum Health Systems, Inc.Employee Benefit of Spectrum…$24MAlaska Pacific University Retirement PlanAlaska Pacific University Re…$24M
End-of-year total assets ($M) among Employee Benefit of Spectrum Health Systems, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Spectrum Health Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spectrum Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 59.64410062686753% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $23.6M ▲ +59.6%
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 ($B) Participants Employee Benefit of Spectrum Health Systems, Inc., Total assets ($B): 0.023591573 · Participants: 1177Employee Benefit of Spectrum Health Systems, Inc.Harvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Employee Benefit of Spectrum Health Systems, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Employee Benefit of Spectrum Health Systems, Inc. side-by-side with 3 peers →

Employee Benefit of Spectrum Health Systems, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Afs-USA 403(b)Plan in NY ($24M); by covered participants it is Fairfield University Defined Contribution Retirement Plan in CT (1,178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,177 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 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).
Which Other plans cover a similar participant headcount to Employee Benefit of Spectrum Health Systems, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Fairfield University Defined Contribution Retirement Plan in CT (1,178 participants, $493M 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 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.