Other · DOL Form 5500 · 2024
Spectrum Health Services Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $17,378
- Avg per participant Low balance/head
Official DOL plan name: Spectrum Health Services Inc 403(b) Plan · Sponsored by Spectrum Health Services Inc · Pennsylvania · Other Services
$2M in assets, 119 participants
Spectrum Health Services Inc's Spectrum Health Services Inc 403(b) Plan reported $2M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,186 in Other Services (7,719 peers)
Coverage in Pennsylvania
Spectrum Health Services Inc 403(b) Plan covers 119 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.
- #4,186
- in Other Services (7,719 peers)
- +16.4%
- assets growth YoY
Spectrum Health Services Inc 403(b) Plan among the smaller filed plans by assets
Spectrum Health Services Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,067,972 30th percentile higher than 30% 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
Spectrum Health Services Inc 403(b) 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. Spectrum Health Services Inc 403(b) Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spectrum Health Services Inc 403(b) Plan reported net income fell from $496K in the plan year 2023 filing to $223K in the plan year 2024 filing.
- Spectrum Health Services Inc 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Spectrum Health Services Inc 403(b) Plan reported participants rose from 107 in the plan year 2023 filing to 119 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231686225 · Spectrum Health Services Inc PY 2024 · Other
Spectrum Health Services Inc 403(b) Plan · $2M · 119 · 30th
- RANK $2M
- PHOTO 119
- IND 30th
- EOY Other
- 5500 near Family Health Center 403(b) Plan
- ASSETS ind #4186
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 Other Services retirement plans → · Plans in Pennsylvania →
Spectrum Health Services Inc 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $223K |
| Employer EIN | 231686225 |
| Plan Effective Date | 1992-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spectrum Health Services Inc)
Sponsor-wide plan assets over time
All Spectrum Health Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 61.43280580728815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $1M |
| 2023 | 1 | 107 | $2M |
| 2024 | 1 | 119 | $2M |
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
Spectrum Health Services Inc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Family Health Center 403(b) Plan in IN ($2M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 119 · 0 off
- Sreb Retirement Plan (GA) 119 · 0 off
- Center for Early Education DC Retirement Plan (CA) 119 · 0 off
- San Francisco University High School DC Retirement Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.