Other · DOL Form 5500 · 2024
Susquehanna Health System Retirement Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 1,384
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $121,135
- Avg per participant Near avg balance/head
Official DOL plan name: Shs 403b Plan · Sponsored by Susquehanna Health System · Pennsylvania · Healthcare & Social Assistance
$168M in assets, 1,384 participants
Susquehanna Health System's Shs 403b Plan reported $168M in total assets and 1,384 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,946 in Healthcare & Social Assistance (16,916 peers)
Where Shs 403b Plan sits by assets
Shs 403b Plan sits in the top 10% of all filed plans by assets, $168M for 1,384 participants (~$121,135/participant), down 3.7% in 2024.
- #15,946
- in Healthcare & Social Assistance (16,916 peers)
- -3.7%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shs 403b Plan's outsized position by total assets
Shs 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,651,361 Top 7% higher than 93% 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
Shs 403b 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. Shs 403b Plan lands in the large band (1,384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shs 403b Plan reported net income fell from $5M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Shs 403b Plan reported participants fell from 1,533 in the plan year 2023 filing to 1,384 in the plan year 2024 filing.
- Shs 403b Plan end-of-year assets fell from $174M in the plan year 2023 filing to $168M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232751183 · Susquehanna Health System PY 2024 · Other
Shs 403b Plan · $168M · 1,384 · 93rd
- ASSETS $168M
- PCT 1,384
- EIN 93rd
- RANK Other
- PHOTO near Bank Street College of Education Defined Contribution Plan
- IND ind #15946
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 →
Shs 403b Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | -$5M |
| Employer EIN | 232751183 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Susquehanna Health System)
Sponsor-wide plan assets over time
All Susquehanna Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 1.9753814557742735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,734 | $171M |
| 2023 | 1 | 1,533 | $174M |
| 2024 | 1 | 1,384 | $168M |
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
Shs 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Bank Street College of Education Defined Contribution Plan in NY ($168M); by covered participants it is Woods Hole Oceanographic Institution Defined Contribution Retirement Plan in MA (1,384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Bank Street College of Education Defined Contribution Plan (NY) $168M · 532
- Tax Deferred Annuity Retirement Plan (NY) $167M · 460
- Hamline University 403(b) Retirement Plan (MN) $167M · 429
- Community Hospital Corporation Employees' 403(b) Plan (TX) $167M · 3,921
Similar participant headcount
Nearest other-state filings by covered participants (1,384 participants); asset peers above are excluded.
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan (MA) 1,384 · 0 off
- Oswego Health 403(b) Retirement Plan (NY) 1,380 · 4 off
- American Baptist Homes of the Midwest Tda Plan (MN) 1,390 · 6 off
- 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia (VA) 1,391 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.