Other · DOL Form 5500 · 2024
Geisinger System Services Retirement Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 24,752
- Participants
- 98th
- Percentile by assets
- $42,433
- Avg per participant
Official DOL plan name: Geisinger System Services Tax Sheltered Annuity Program · Sponsored by Geisinger System Services · Pennsylvania · Healthcare & Social Assistance
$1.1B in assets, 24,752 participants
Geisinger System Services's Geisinger System Services Tax Sheltered Annuity Program reported $1.1B in total assets and 24,752 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,689 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Geisinger System Services Tax Sheltered Annuity Program covers 24,752 participants in Pennsylvania, 30x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 24,752
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $42,433
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Geisinger System Services Tax Sheltered Annuity Program end-of-year assets rose from $937M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Geisinger System Services Tax Sheltered Annuity Program reported net income fell from $126M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Geisinger System Services Tax Sheltered Annuity Program reported participants rose from 24,191 in the plan year 2023 filing to 24,752 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Geisinger System Services Tax Sheltered Annuity Program reports 24,752 participants - 30x that state average ($1.1B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $937M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $114M |
| Employer EIN | 232164794 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Geisinger System Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 45,289 | $3.1B |
| 2023 | 4 | 47,533 | $3.6B |
| 2024 | 3 | 48,479 | $4.0B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Geisinger System Services Tax Sheltered Annuity Program vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Scale composition for Geisinger System Services Tax Sheltered Annuity Program
Geisinger System Services Tax Sheltered Annuity Program reports $1.1B in end-of-year assets across 24,752 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $42,433 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $114M.
This plan identity (EIN 232164794, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $810M to $1.1B (+29.6%) while covered participants moved from 22,777 to 24,752 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,777 | $810M | Open filing |
| 2023 | 24,191 | $937M | Open filing |
| 2024 · index core | 24,752 | $1.1B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Geisinger System Services 401(k) Savings Plan (401(k), $3.0B, 23,727 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Geisinger System Services Tax Sheltered Annuity Program by total assets, not by location.
- Children's Hospital Colorado 403(b) Plan (CO) $1.0B · 9,224
- The Research Foundation for the State University of New York Optional Retirement Plan (NY) $1.0B · 4,290
- Argonne National Laboratory 401(a) Retirement Plan (IL) $1.0B · 3,262
- Maimonides Medical Center Tax Deferred Retirement Plan (NY) $1.0B · 8,258
Frequently Asked Questions
How did Geisinger System Services Tax Sheltered Annuity Program assets move in 2024? ▼
How have Geisinger System Services plan assets changed over time? ▼
Where does Geisinger System Services Tax Sheltered Annuity Program rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Geisinger System Services Tax Sheltered Annuity Program's numbers.
- By total assets, Geisinger System Services Tax Sheltered Annuity Program ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Geisinger System Services's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans