Other · DOL Form 5500 · 2024
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-11
- $128M
- Total assets
- 2,419
- Participants
- 92nd
- Percentile by assets
- $52,854
- Avg per participant
Official DOL plan name: Einstein Medical Center Montgomery Retirement Savings Plan · Sponsored by Albert Einstein Healthcare Network · Pennsylvania · Healthcare & Social Assistance
$128M in assets, 2,419 participants
Albert Einstein Healthcare Network's Einstein Medical Center Montgomery Retirement Savings Plan reported $128M in total assets and 2,419 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,750 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Einstein Medical Center Montgomery Retirement Savings Plan covers 2,419 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $128M.
- $128M
- total plan assets (2024 EOY)
- 2,419
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $52,854
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Einstein Medical Center Montgomery Retirement Savings Plan end-of-year assets rose from $108M in the plan year 2023 filing to $128M in the plan year 2024 filing.
- Einstein Medical Center Montgomery Retirement Savings Plan reported net income rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Einstein Medical Center Montgomery Retirement Savings Plan reported participants rose from 2,399 in the plan year 2023 filing to 2,419 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Einstein Medical Center Montgomery Retirement Savings Plan reports 2,419 participants - 2.9x that state average ($128M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $20M |
| Employer EIN | 231396794 |
| Plan Effective Date | 2004-11-01 |
| 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.
Einstein Medical Center Montgomery 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Einstein Medical Center Montgomery Retirement Savings Plan by total assets, not by location.
- Retirement Savings Plan III (FL) $128M · 5,930
- Cassia 403(b) Retirement Plan (MN) $128M · 3,983
- The Blake School Defined Contribution Plan (MN) $127M · 343
- Samford University 403(b) Salary Deferral and Defined Contribution Plan (AL) $127M · 1,431
Frequently Asked Questions
How did Einstein Medical Center Montgomery Retirement Savings Plan assets move in 2024? ▼
How have Albert Einstein Healthcare Network plan assets changed over time? ▼
Where does Einstein Medical Center Montgomery Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Einstein Medical Center Montgomery Retirement Savings Plan? ▼
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Filing takeaways
Ways to act on Einstein Medical Center Montgomery Retirement Savings Plan's numbers.
- By total assets, Einstein Medical Center Montgomery Retirement Savings Plan ranks in the top 10% 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