Other · DOL Form 5500 · 2024
HONORHEALTH Retirement Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 14,781
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $78,428
- Avg per participant Below avg balance/head
Official DOL plan name: Honor Health 403(b) Retirement Security Plan · Sponsored by HONORHEALTH · Arizona · Healthcare & Social Assistance
$1.2B in assets, 14,781 participants
HONORHEALTH's Honor Health 403(b) Retirement Security Plan reported $1.2B in total assets and 14,781 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,713 in Healthcare & Social Assistance (16,916 peers)
Coverage in Arizona
Honor Health 403(b) Retirement Security Plan covers 14,781 participants in Arizona, 26x the typical Arizona plan (state average ~564 per filing). Assets: $1.2B.
- #16,713
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Honor Health 403(b) Retirement Security Plan's outsized position by total assets
Honor Health 403(b) Retirement Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,159,242,046 Top 1% higher than 99% 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
Honor Health 403(b) Retirement Security Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Honor Health 403(b) Retirement Security Plan is a mega filing (14,781 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Honor Health 403(b) Retirement Security Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Honor Health 403(b) Retirement Security Plan reported net income fell from $151M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- Honor Health 403(b) Retirement Security Plan reported participants rose from 13,597 in the plan year 2023 filing to 14,781 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860181654 · HONORHEALTH PY 2024 · Other
Honor Health 403(b) Retirement Security Plan · $1.2B · 14,781 · 99th
- ASSETS $1.2B
- PCT 14,781
- EIN 99th
- RANK Other
- PHOTO near Baptist Health Thrift Plan
- IND ind #16713
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 Arizona →
Honor Health 403(b) Retirement Security Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $136M |
| Employer EIN | 860181654 |
| Plan Effective Date | 2005-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HONORHEALTH)
Sponsor-wide plan assets over time
All HONORHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 32.81117802635629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,089 | $873M |
| 2023 | 1 | 13,597 | $1.0B |
| 2024 | 1 | 14,781 | $1.2B |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan $56M · 1,276
Scale composition for Honor Health 403(b) Retirement Security Plan
Honor Health 403(b) Retirement Security Plan reports $1.2B in end-of-year assets across 14,781 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $78,428 per participant (57% of the national average assets-per-participant) . Net income for plan year 2024 was $136M.
This plan identity (EIN 860181654, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $873M to $1.2B (+32.8%) while covered participants moved from 12,089 to 14,781 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,089 | $873M | Open filing |
| 2023 | 13,597 | $1.0B | Open filing |
| 2024 · index core | 14,781 | $1.2B | This page |
Honor Health 403(b) Retirement Security Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Baptist Health Thrift Plan in KY ($1.2B); by covered participants it is Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca in NY (14,648 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Baptist Health Thrift Plan (KY) $1.2B · N/A
- Multicare Health System 403(b) Employee Savings Plan (WA) $1.2B · 16,022
- Southern Methodist University Retirement Plan (TX) $1.1B · 2,323
- St. Lukes Health System Matched 403b Plan (ID) $1.1B · 17,370
Similar participant headcount
Nearest other-state filings by covered participants (14,781 participants); asset peers above are excluded.
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) 14,648 · 133 off
- Legacy Health 403(b) Plan (OR) 14,590 · 191 off
- Georgetown University Voluntary Contribution Retirement Plan (DC) 14,512 · 269 off
- Henry Ford Health System Heritage 403(b) Plan (MI) 14,465 · 316 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.