401(k) · DOL Form 5500 · 2024

Wellspan Health 401(k) Plan

Data updated 2026-08-25

$2.6B
Total assets Very large vs avg
21,551
Participants Very large workforce
99th
Percentile by assets National rank
$122,606
Avg per participant Near avg balance/head
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Official DOL plan name: Wellspan 403(b) Retirement Savings Plan · Sponsored by Wellspan Health · Pennsylvania · Healthcare & Social Assistance

$2.6B in assets, 21,551 participants

Wellspan Health's Wellspan 403(b) Retirement Savings Plan reported $2.6B in total assets and 21,551 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,832 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Wellspan 403(b) Retirement Savings Plan covers 21,551 participants in Pennsylvania, 26x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.6B.

#16,832
in Healthcare & Social Assistance (16,916 peers)
+16.9%
assets growth YoY
27×
vs typical plan assets (national mean)

Wellspan 403(b) Retirement Savings Plan's outsized position by total assets

Wellspan 403(b) Retirement Savings Plan vs every filed plan by assets

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

$2,642,286,795 Top 1% higher than 99% 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

Wellspan 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellspan 403(b) Retirement Savings Plan is a mega filing (21,551 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellspan 403(b) Retirement Savings Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.
  • Wellspan 403(b) Retirement Savings Plan reported net income fell from $427M in the plan year 2023 filing to $383M in the plan year 2024 filing.
  • Wellspan 403(b) Retirement Savings Plan reported participants rose from 21,201 in the plan year 2023 filing to 21,551 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222517863 · Wellspan Health PY 2024 · 401(k)

Wellspan 403(b) Retirement Savings Plan · $2.6B · 21,551 · 99th

  • ASSETS $2.6B
  • PCT 21,551
  • EIN 99th
  • RANK 401(k)
  • PHOTO near Centerpoint Energy Savings Plan
  • IND ind #16832

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 →

Wellspan 403(b) Retirement Savings Plan in the asset neighbourhood

Republic Services, Inc. 401(k) PlanRepublic Services, Inc. 401(…$2.7BThe Equitable 401(k) Plan$2.6BWellspan 403(b) Retirement Savings PlanWellspan 403(b) Retirement S…$2.6BCenterpoint Energy Savings PlanCenterpoint Energy Savings P…$2.6BKeysight Technologies, Inc. 401(k) PlanKeysight Technologies, Inc. …$2.6B
End-of-year total assets ($B) among Wellspan 403(b) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.6B
Net Income$383M
Employer EIN222517863
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellspan Health)

Sponsor-wide plan assets over time

All Wellspan Health plans reported in each filing year

Latest sponsor-wide plan assets
$2.7B 44.1934391508764% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.9B $2.73B ▲ +43.7%
Year Plans Participants Total Assets
2022 3 26,908 $1.9B
2023 3 24,068 $2.3B
2024 3 23,861 $2.7B

Nearby 401(k) Plans in Pennsylvania

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

Wellspan 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0510152025 Total assets ($B) Participants Wellspan 403(b) Retirement Savings Plan, Total assets ($B): 2.642286795 · Participants: 21551Wellspan 403(b) Retirement Savings 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
Wellspan 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wellspan 403(b) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Wellspan 403(b) Retirement Savings Plan

Wellspan 403(b) Retirement Savings Plan reports $2.6B in end-of-year assets across 21,551 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $122,606 per participant (89% of the national average assets-per-participant) . Net income for plan year 2024 was $383M.

This plan identity (EIN 222517863, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.6B (+44.2%) while covered participants moved from 24,053 to 21,551 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 24,053 $1.8B Open filing
2023 21,201 $2.3B Open filing
2024 · index core 21,551 $2.6B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Wellspan 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Centerpoint Energy Savings Plan in TX ($2.6B); by covered participants it is Eighth District Electrical Pension Fund Annuity Plan in NV (21,516 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (21,551 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 Wellspan 403(b) Retirement Savings Plan assets move in 2024? ▼
Wellspan 403(b) Retirement Savings Plan grew sharply - up 16.9% during 2024, from $2.3B to $2.6B. Reported net income was $383M.
How have Wellspan Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellspan Health's sponsor-wide assets grew 44.2%, from $1.9B to $2.7B.
Where does Wellspan 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wellspan 403(b) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Wellspan 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerpoint Energy Savings Plan in TX ($2.6B, 8,012 participants).
Which 401(k) plans cover a similar participant headcount to Wellspan 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eighth District Electrical Pension Fund Annuity Plan in NV (21,516 participants, $1.1B 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 222517863.

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.