Defined Benefit (Pension) · DOL Form 5500 · 2024
Summa Health Pension Plan
Data updated 2026-08-11
- $184M
- Total assets
- 1,418
- Participants
- 94th
- Percentile by assets
- $129,789
- Avg per participant
Official DOL plan name: Summa Health Retirement Income Plan and Trust · Sponsored by Summa Health · Ohio · Healthcare & Social Assistance
$184M in assets, 1,418 participants
Summa Health's Summa Health Retirement Income Plan and Trust reported $184M in total assets and 1,418 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #16,006 in Healthcare & Social Assistance (16,916 peers)
Where Summa Health Retirement Income Plan and Trust sits by assets
Summa Health Retirement Income Plan and Trust sits in the top 10% of all filed plans by assets, $184M for 1,418 participants (~$129,789/participant), down 4.7% in 2024.
- $184M
- total plan assets (2024 EOY)
- 1,418
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $129,789
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summa Health Retirement Income Plan and Trust reported net income fell from $5M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
- Summa Health Retirement Income Plan and Trust reported participants fell from 1,548 in the plan year 2023 filing to 1,418 in the plan year 2024 filing.
- Summa Health Retirement Income Plan and Trust end-of-year assets fell from $193M in the plan year 2023 filing to $184M in the plan year 2024 filing.
Summa Health Retirement Income Plan and Trust vs the 2024 asset distribution
By assets, Summa Health Retirement Income Plan and Trust outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | -$10M |
| Employer EIN | 341887844 |
| Plan Effective Date | 1946-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summa Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,010 | $845M |
| 2023 | 2 | 6,496 | $962M |
| 2024 | 2 | 6,115 | $1.0B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Summa Health Retirement Income Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Summa Health Retirement Income Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Summa Health Retirement Income Plan and Trust assets move in 2024? ▼
How have Summa Health plan assets changed over time? ▼
Where does Summa Health Retirement Income Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Summa Health Retirement Income Plan and …
Scale reading
Ways to act on Summa Health Retirement Income Plan and Trust's numbers.
- By total assets, Summa Health Retirement Income Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Summa Health's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans