Profit Sharing · DOL Form 5500 · 2024
Prisma Health Profit Sharing Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 29,201
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $74,145
- Avg per participant Below avg balance/head
Official DOL plan name: Prisma Health Retirement Savings Plan · Sponsored by Prisma Health · South Carolina · Healthcare & Social Assistance
$2.2B in assets, 29,201 participants
Prisma Health's Prisma Health Retirement Savings Plan reported $2.2B in total assets and 29,201 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.
- #16,812 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Carolina
Prisma Health Retirement Savings Plan covers 29,201 participants in South Carolina, 79x the typical South Carolina plan (state average ~369 per filing). Assets: $2.2B.
- #16,812
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
- 22×
- vs typical plan assets (national mean)
Prisma Health Retirement Savings Plan's outsized position by total assets
Prisma Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,165,121,786 Top 1% higher than 99% 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
Prisma Health 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. Prisma Health Retirement Savings Plan is a mega filing (29,201 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Prisma Health Retirement Savings Plan end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
- Prisma Health Retirement Savings Plan reported net income fell from $299M in the plan year 2023 filing to $286M in the plan year 2024 filing.
- Prisma Health Retirement Savings Plan reported participants rose from 28,745 in the plan year 2023 filing to 29,201 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 811723202 · Prisma Health PY 2024 · Profit Sharing
Prisma Health Retirement Savings Plan · $2.2B · 29,201 · 99th
- EBSA $2.2B
- EBSA 29,201
- EBSA 99th
- EBSA Profit Sharing
- EBSA near Eastern Atlantic States Carpenters Annuity Fund
- EBSA ind #16812
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 South Carolina →
Prisma Health Retirement Savings Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $286M |
| Employer EIN | 811723202 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Prisma Health)
Sponsor-wide plan assets over time
All Prisma Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 34.75594636158579% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 48,836 | $2.3B |
| 2023 | 2 | 49,980 | $2.7B |
| 2024 | 2 | 58,397 | $3.1B |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Uma Retirement Plan $848M · 2,827
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $249M · 2,275
- Scansource, Inc. 401(k) Plan $225M · 1,401
- Usc School of Medicine Educational Trust Retirement Plan $52M · 191
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $21M · 22
Scale composition for Prisma Health Retirement Savings Plan
Prisma Health Retirement Savings Plan reports $2.2B in end-of-year assets across 29,201 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $74,145 per participant (54% of the national average assets-per-participant) . Net income for plan year 2024 was $286M.
This plan identity (EIN 811723202, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+37.0%) while covered participants moved from 27,548 to 29,201 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,548 | $1.6B | Open filing |
| 2023 | 28,745 | $1.9B | Open filing |
| 2024 · index core | 29,201 | $2.2B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Prisma Health 401(a) Plan (Other, $939M, 29,196 participants)
Prisma Health Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Eastern Atlantic States Carpenters Annuity Fund in PA ($2.2B); by covered participants it is Commonspirit Health ERISA 403(b) Plan in KY (29,259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Eastern Atlantic States Carpenters Annuity Fund (PA) $2.2B · 14,807
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO (NY) $2.1B · 3,278
- Annuity Plan of the Electrical Industry (NY) $2.3B · 18,200
- Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) $2.0B · 15,593
Similar participant headcount
Nearest other-state filings by covered participants (29,201 participants); asset peers above are excluded.
- Commonspirit Health ERISA 403(b) Plan (KY) 29,259 · 58 off
- Sprinkler Industry Supplemental Pension Fund (MD) 28,393 · 808 off
- Orlando Health, Inc. Retirement Savings Plan 401a (FL) 27,976 · 1,225 off
- The Defined Contribution Plan of the Methodist Hospital (TX) 31,848 · 2,647 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.