Other · DOL Form 5500 · 2024
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-25
- $737M
- Total assets Above avg plan size
- 7,438
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $99,146
- Avg per participant Below avg balance/head
Official DOL plan name: Albert Einstein Healthcare Network Retirement Savings Plan · Sponsored by Albert Einstein Healthcare Network · Pennsylvania · Healthcare & Social Assistance
$737M in assets, 7,438 participants
Albert Einstein Healthcare Network's Albert Einstein Healthcare Network Retirement Savings Plan reported $737M in total assets and 7,438 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.
- #16,575 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Albert Einstein Healthcare Network Retirement Savings Plan covers 7,438 participants in Pennsylvania, 9.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $737M.
- #16,575
- in Healthcare & Social Assistance (16,916 peers)
- +11.9%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
Albert Einstein Healthcare Network Retirement Savings Plan's outsized position by total assets
Albert Einstein Healthcare Network Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$737,448,532 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
Albert Einstein Healthcare Network 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. Albert Einstein Healthcare Network Retirement Savings Plan lands in the large band (7,438 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Albert Einstein Healthcare Network Retirement Savings Plan reported net income fell from $104M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- Albert Einstein Healthcare Network Retirement Savings Plan end-of-year assets rose from $659M in the plan year 2023 filing to $737M in the plan year 2024 filing.
- Albert Einstein Healthcare Network Retirement Savings Plan reported participants rose from 7,359 in the plan year 2023 filing to 7,438 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231396794 · Albert Einstein Healthcare Network PY 2024 · Other
Albert Einstein Healthcare Network Retirement Savings Plan · $737M · 7,438 · 98th
- ASSETS $737M
- ASSETS 7,438
- ASSETS 98th
- ASSETS Other
- ASSETS near The University of Chicago Medical Center Retirement Income Plan for Employees
- ASSETS ind #16575
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 →
Albert Einstein Healthcare Network Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $659M |
|---|---|
| Net Assets (End of Year) | $737M |
| Net Income | $79M |
| Employer EIN | 231396794 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albert Einstein Healthcare Network)
Sponsor-wide plan assets over time
All Albert Einstein Healthcare Network plans reported in each filing year
- Latest sponsor-wide plan assets
- $865M 26.172199089424325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 15,477 | $1.2B |
| 2023 | 3 | 14,777 | $766M |
| 2024 | 2 | 9,857 | $865M |
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 Albert Einstein Healthcare Network Retirement Savings Plan
Albert Einstein Healthcare Network Retirement Savings Plan reports $737M in end-of-year assets across 7,438 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $99,146 per participant (72% of the national average assets-per-participant) . Net income for plan year 2024 was $79M.
This plan identity (EIN 231396794, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $555M to $737M (+32.9%) while covered participants moved from 7,053 to 7,438 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,053 | $555M | Open filing |
| 2023 | 7,359 | $659M | Open filing |
| 2024 · index core | 7,438 | $737M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Einstein Medical Center Montgomery Retirement Savings Plan (Other, $128M, 2,419 participants)
Albert Einstein Healthcare Network Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The University of Chicago Medical Center Retirement Income Plan for Employees in IL ($739M); by covered participants it is Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund in WA (7,427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($737M here).
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) $739M · 8,469
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $734M · 2,092
- Ballad Health 403(b) Plan (TN) $731M · 12,134
- St. Charles Health System, Inc. Retirement Plan (OR) $744M · 4,769
Similar participant headcount
Nearest other-state filings by covered participants (7,438 participants); asset peers above are excluded.
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) 7,427 · 11 off
- Syracuse University Voluntary Retirement Plan (NY) 7,452 · 14 off
- Willis-Knighton Health System 403(b) Plan (LA) 7,454 · 16 off
- Hawai'i Pacific Health 403(b) Savings Plan (HI) 7,386 · 52 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.