Other · DOL Form 5500 · 2024
Tower Health Retirement Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 11,699
- Participants
- 99th
- Percentile by assets
- $96,703
- Avg per participant
Official DOL plan name: Tower Health 403(b) Plan · Sponsored by Tower Health · Pennsylvania · Healthcare & Social Assistance
$1.1B in assets, 11,699 participants
Tower Health's Tower Health 403(b) Plan reported $1.1B in total assets and 11,699 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Pennsylvania
Tower Health 403(b) Plan covers 11,699 participants in Pennsylvania, 14x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 11,699
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $96,703
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tower Health 403(b) Plan end-of-year assets rose from $967M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Tower Health 403(b) Plan reported net income fell from $179M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Tower Health 403(b) Plan reported participants rose from 11,344 in the plan year 2023 filing to 11,699 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Tower Health 403(b) Plan reports 11,699 participants - 14x that state average ($1.1B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $967M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $165M |
| Employer EIN | 232201344 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tower Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,324 | $788M |
| 2023 | 1 | 11,344 | $967M |
| 2024 | 1 | 11,699 | $1.1B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Tower Health 403(b) Plan 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Tower Health 403(b) Plan by total assets, not by location.
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) $1.1B · 7,171
- Southcoast Health System Partnership Plan (MA) $1.1B · 7,579
- St. Lukes Health System Matched 403b Plan (ID) $1.1B · 17,370
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) $1.1B · 9,184
Frequently Asked Questions
How did Tower Health 403(b) Plan assets move in 2024? ▼
How have Tower Health plan assets changed over time? ▼
Where does Tower Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Tower Health 403(b) Plan? ▼
Next read for Tower Health 403(b) Plan
Filing takeaways
Ways to act on Tower Health 403(b) Plan's numbers.
- By total assets, Tower Health 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Tower Health's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 232201344.
Read our methodology - how this data is sourced, computed, and verified.