Other · DOL Form 5500 · 2024
Swedishamerican Health System Retirement Plan
Data updated 2026-08-25
- $402M
- Total assets Above avg plan size
- 3,754
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $107,146
- Avg per participant Below avg balance/head
Official DOL plan name: Swedishamerican 403(b) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance
$402M in assets, 3,754 participants
Swedishamerican Health System's Swedishamerican 403(b) Incentivesaver Plan reported $402M in total assets and 3,754 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,364 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Swedishamerican 403(b) Incentivesaver Plan covers 3,754 participants in Illinois, 4.8x the typical Illinois plan (state average ~779 per filing). Assets: $402M.
- #16,364
- in Healthcare & Social Assistance (16,916 peers)
- +8.8%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Swedishamerican 403(b) Incentivesaver Plan's outsized position by total assets
Swedishamerican 403(b) Incentivesaver Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$402,225,670 Top 3% higher than 97% 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
Swedishamerican 403(b) Incentivesaver 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. Swedishamerican 403(b) Incentivesaver Plan lands in the large band (3,754 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swedishamerican 403(b) Incentivesaver Plan reported net income fell from $48M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Swedishamerican 403(b) Incentivesaver Plan end-of-year assets rose from $370M in the plan year 2023 filing to $402M in the plan year 2024 filing.
- Swedishamerican 403(b) Incentivesaver Plan reported participants rose from 3,655 in the plan year 2023 filing to 3,754 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363241458 · Swedishamerican Health System PY 2024 · Other
Swedishamerican 403(b) Incentivesaver Plan · $402M · 3,754 · 97th
- PART $402M
- PART 3,754
- PART 97th
- PART Other
- PART near College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan
- PART ind #16364
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 Illinois →
Swedishamerican 403(b) Incentivesaver Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $370M |
|---|---|
| Net Assets (End of Year) | $402M |
| Net Income | $33M |
| Employer EIN | 363241458 |
| Plan Effective Date | 1987-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swedishamerican Health System)
Sponsor-wide plan assets over time
All Swedishamerican Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $414M 23.97067368878553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,650 | $334M |
| 2023 | 4 | 7,061 | $737M |
| 2024 | 2 | 3,823 | $414M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Swedishamerican 403(b) Incentivesaver Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in MA ($402M); by covered participants it is Emanate Health Retirement Plan in CA (3,772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($402M here).
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan (MA) $402M · 933
- Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) (MI) $403M · 746
- Mary Washington Healthcare 403(b) Plan (VA) $400M · 3,165
- Jefferson Health New Jersey 403(b) Plan (PA) $400M · 5,069
Similar participant headcount
Nearest other-state filings by covered participants (3,754 participants); asset peers above are excluded.
- Emanate Health Retirement Plan (CA) 3,772 · 18 off
- Stamford Health System Defined Contribution Retirement Plan (CT) 3,706 · 48 off
- Loma Linda University Faculty Medical Group Tsa Plan (CA) 3,824 · 70 off
- The Cambridge Health Alliance Partnership Plan (MA) 3,678 · 76 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.