Other · DOL Form 5500 · 2024
Geisinger System Services Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 24,752
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $42,433
- Avg per participant Low balance/head
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.
- #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.
- #16,689
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Geisinger System Services Tax Sheltered Annuity Program's outsized position by total assets
Geisinger System Services Tax Sheltered Annuity Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,050,299,872 Top 2% higher than 98% 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
Geisinger System Services Tax Sheltered Annuity Program'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. Geisinger System Services Tax Sheltered Annuity Program is a mega filing (24,752 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 232164794 · Geisinger System Services PY 2024 · Other
Geisinger System Services Tax Sheltered Annuity Program · $1.1B · 24,752 · 98th
- 5500 $1.1B
- 5500 24,752
- 5500 98th
- 5500 Other
- 5500 near Children's Hospital Colorado 403(b) Plan
- 5500 ind #16689
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 Pennsylvania →
Geisinger System Services Tax Sheltered Annuity Program in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Geisinger System Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.0B 27.687857583282405% vs 2022
- 2024 filing year
| 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.
- 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)
Geisinger System Services Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Children's Hospital Colorado 403(b) Plan in CO ($1.0B); by covered participants it is Harvard University Tax Deferred Annuity Plan in MA (24,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (24,752 participants); asset peers above are excluded.
- Harvard University Tax Deferred Annuity Plan (MA) 24,395 · 357 off
- Stanford Health Care Retirement Savings Plan (CA) 24,152 · 600 off
- Columbia University Voluntary Retirement Savings Plan (NY) 25,394 · 642 off
- Johns Hopkins University 403(b) Plan (MD) 25,833 · 1,081 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.