Defined Benefit (Pension) · DOL Form 5500 · 2024
Summa Health Pension Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 1,418
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $129,789
- Avg per participant Near avg balance/head
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.
- #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.
- #16,006
- in Healthcare & Social Assistance (16,916 peers)
- -4.7%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
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.
Summa Health Retirement Income Plan and Trust's outsized position by total assets
Summa Health Retirement Income Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$184,041,386 Top 6% higher than 94% 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
Summa Health Retirement Income Plan and Trust'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. Summa Health Retirement Income Plan and Trust lands in the large band (1,418 participants).
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.
Form 5500 schedule snapshot
Filing strip 341887844 · Summa Health PY 2024 · Defined Benefit (Pension)
Summa Health Retirement Income Plan and Trust · $184M · 1,418 · 94th
- VS-ST $184M
- BOY 1,418
- SCH 94th
- EBSA Defined Benefit (Pension)
- PART near Xcel Energy Inc. Non-Bargaining Pension Plan (South)
- TYPE ind #16006
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 Ohio →
Summa Health Retirement Income Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Summa Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 22.999750274926605% vs 2022
- 2024 filing year
| 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.
- 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
Summa Health Retirement Income Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Xcel Energy Inc. Non-Bargaining Pension Plan (South) in MN ($184M); by covered participants it is U. a. Local 38 Defined Benefit Pension Plan in CA (1,419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,418 participants); asset peers above are excluded.
- U. a. Local 38 Defined Benefit Pension Plan (CA) 1,419 · 1 off
- Pension Plan for Eligible Bettis Employees and Retirees (PA) 1,420 · 2 off
- Hess Corporation Employees' Pension Plan (TX) 1,414 · 4 off
- Harley-Davidson Retirement Plan (WI) 1,414 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.