401(k) · DOL Form 5500 · 2024

Wexford Health Sources, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
856
Participants Near avg headcount
80th
Percentile by assets National rank
$40,698
Avg per participant Low balance/head
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Official DOL plan name: Wexford Health Sources, Inc. Union Employees Retirement Plan · Sponsored by Wexford Health Sources, Inc. · Pennsylvania · Healthcare & Social Assistance

$35M in assets, 856 participants

Wexford Health Sources, Inc.'s Wexford Health Sources, Inc. Union Employees Retirement Plan reported $35M in total assets and 856 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,970 in Healthcare & Social Assistance (16,916 peers)

Where Wexford Health Sources, Inc. Union Employees Retirement Plan sits by assets

Wexford Health Sources, Inc. Union Employees Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 856 participants (~$40,698/participant), up 11.5% in 2024.

#13,970
in Healthcare & Social Assistance (16,916 peers)
+11.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wexford Health Sources, Inc. Union Employees Retirement Plan's outsized position by total assets

Wexford Health Sources, Inc. Union Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,837,325 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Wexford Health Sources, Inc. Union Employees Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wexford Health Sources, Inc. Union Employees Retirement Plan sits mid-pack in the medium band (856 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wexford Health Sources, Inc. Union Employees Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wexford Health Sources, Inc. Union Employees Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Wexford Health Sources, Inc. Union Employees Retirement Plan reported participants rose from 845 in the plan year 2023 filing to 856 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592363973 · Wexford Health Sources, Inc. PY 2024 · 401(k)

Wexford Health Sources, Inc. Union Employees Retirement Plan · $35M · 856 · 80th

  • BOY $35M
  • BOY 856
  • BOY 80th
  • BOY 401(k)
  • BOY near Goat 401(k) Plan
  • BOY ind #13970

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 →

Wexford Health Sources, Inc. Union Employees Retirement Plan in the asset neighbourhood

Wexford Health Sources, Inc. Union Employees Retirement PlanWexford Health Sources, Inc.…$35MGoat 401(k) Plan$35MMonarch Healthcare 401(k) PlanMonarch Healthcare 401(k) Pl…$35MDavis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$35MEncompass Group, LLC 401(k) Retirement PlanEncompass Group, LLC 401(k) …$35M
End-of-year total assets ($M) among Wexford Health Sources, Inc. Union Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN592363973
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wexford Health Sources, Inc.)

Sponsor-wide plan assets over time

All Wexford Health Sources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 22.574957475437305% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.8M $83M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 2,930 $68M
2023 2 2,783 $77M
2024 2 1,921 $83M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wexford Health Sources, Inc. Union Employees Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wexford Health Sources, Inc. Union Employees Retirement Plan, Total assets ($B): 0.034837325 · Participants: 856Wexford Health Sources, Inc. Union Employees Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Wexford Health Sources, Inc. Union Employees Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wexford Health Sources, Inc. Union Employees Retirement Plan side-by-side with 3 peers →

Wexford Health Sources, Inc. Union Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Goat 401(k) Plan in CA ($35M); by covered participants it is Bay Family of Companies 401(k) Plan in WI (856 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (856 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wexford Health Sources, Inc. Union Employees Retirement Plan assets move in 2024? ▼
Wexford Health Sources, Inc. Union Employees Retirement Plan grew at a solid clip - up 11.5% during 2024, from $31M to $35M. Reported net income was $4M.
How have Wexford Health Sources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wexford Health Sources, Inc.'s sponsor-wide assets grew 22.6%, from $68M to $83M.
Where does Wexford Health Sources, Inc. Union Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Wexford Health Sources, Inc. Union Employees Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wexford Health Sources, Inc. Union Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goat 401(k) Plan in CA ($35M, 998 participants).
Which 401(k) plans cover a similar participant headcount to Wexford Health Sources, Inc. Union Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Family of Companies 401(k) Plan in WI (856 participants, $80M in assets).

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 592363973.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.