Other · DOL Form 5500 · 2024
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-11
- $737M
- Total assets
- 7,438
- Participants
- 98th
- Percentile by assets
- $99,146
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $737M
- total plan assets (2024 EOY)
- 7,438
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $99,146
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Albert Einstein Healthcare Network Retirement Savings Plan reports 7,438 participants - 9.1x that state average ($737M EOY assets).
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)
| 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.
Albert Einstein Healthcare Network Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Albert Einstein Healthcare Network Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Albert Einstein Healthcare Network Retirement Savings Plan assets move in 2024? ▼
How have Albert Einstein Healthcare Network plan assets changed over time? ▼
Where does Albert Einstein Healthcare Network Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Albert Einstein Healthcare Network Retirement Savings Plan's numbers.
- By total assets, Albert Einstein Healthcare Network Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Albert Einstein Healthcare Network's sponsor-wide assets have declined 26.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans