Other · DOL Form 5500 · 2024
The Guthrie Clinic Retirement Plan
Data updated 2026-08-25
- $630M
- Total assets Above avg plan size
- 7,589
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $82,993
- Avg per participant Below avg balance/head
Official DOL plan name: Guthrie 403(b) Retirement Savings Plan · Sponsored by The Guthrie Clinic · Pennsylvania · Healthcare & Social Assistance
$630M in assets, 7,589 participants
The Guthrie Clinic's Guthrie 403(b) Retirement Savings Plan reported $630M in total assets and 7,589 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,527 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Guthrie 403(b) Retirement Savings Plan covers 7,589 participants in Pennsylvania, 9.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $630M.
- #16,527
- in Healthcare & Social Assistance (16,916 peers)
- +33.3%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Guthrie 403(b) Retirement Savings Plan's outsized position by total assets
Guthrie 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$629,835,126 Top 2% higher than 98% 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
Guthrie 403(b) Retirement Savings Plan'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. Guthrie 403(b) Retirement Savings Plan lands in the large band (7,589 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guthrie 403(b) Retirement Savings Plan reported net income rose from $91M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- Guthrie 403(b) Retirement Savings Plan end-of-year assets rose from $473M in the plan year 2023 filing to $630M in the plan year 2024 filing.
- Guthrie 403(b) Retirement Savings Plan reported participants rose from 7,032 in the plan year 2023 filing to 7,589 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 233055017 · The Guthrie Clinic PY 2024 · Other
Guthrie 403(b) Retirement Savings Plan · $630M · 7,589 · 98th
- EBSA $630M
- EBSA 7,589
- EBSA 98th
- EBSA Other
- EBSA near Smith College Defined Contribution Retirement Plan
- EBSA ind #16527
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 →
Guthrie 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $473M |
|---|---|
| Net Assets (End of Year) | $630M |
| Net Income | $157M |
| Employer EIN | 233055017 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Guthrie Clinic)
Sponsor-wide plan assets over time
All The Guthrie Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $952M 37.850978824664644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,779 | $691M |
| 2023 | 3 | 7,259 | $799M |
| 2024 | 3 | 7,794 | $952M |
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
Scale composition for Guthrie 403(b) Retirement Savings Plan
Guthrie 403(b) Retirement Savings Plan reports $630M in end-of-year assets across 7,589 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $82,993 per participant (60% of the national average assets-per-participant) . Net income for plan year 2024 was $157M.
This plan identity (EIN 233055017, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $382M to $630M (+65.0%) while covered participants moved from 6,526 to 7,589 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,526 | $382M | Open filing |
| 2023 | 7,032 | $473M | Open filing |
| 2024 · index core | 7,589 | $630M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Guthrie 401(k) Retirement Savings Plan (401(k), $223M, 56 participants)
Guthrie 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Smith College Defined Contribution Retirement Plan in MA ($629M); by covered participants it is Southcoast Health System Partnership Plan in MA (7,579 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($630M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,589 participants); asset peers above are excluded.
- Southcoast Health System Partnership Plan (MA) 7,579 · 10 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 7,579 · 10 off
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) 7,673 · 84 off
- Beacon Retirement Savings 403(b) Plan (IN) 7,707 · 118 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.