Other · DOL Form 5500 · 2024
Albert Einstein Healthcare Network Retirement Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 2,419
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $52,854
- Avg per participant Low balance/head
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.
- #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.
- #15,750
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Einstein Medical Center Montgomery Retirement Savings Plan's outsized position by total assets
Einstein Medical Center Montgomery Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,854,244 Top 8% higher than 92% 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
Einstein Medical Center Montgomery 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. Einstein Medical Center Montgomery Retirement Savings Plan lands in the large band (2,419 participants).
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.
Published 5500 schedule card
Filing strip 231396794 · Albert Einstein Healthcare Network PY 2024 · Other
Einstein Medical Center Montgomery Retirement Savings Plan · $128M · 2,419 · 92nd
- PCT $128M
- PCT 2,419
- PCT 92nd
- PCT Other
- PCT near Retirement Savings Plan III
- PCT ind #15750
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 →
Einstein Medical Center Montgomery Retirement Savings Plan in the asset neighbourhood
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)
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
Einstein Medical Center Montgomery Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Retirement Savings Plan III in FL ($128M); by covered participants it is Tax-Deferred Annuity Plan for Scope Education Services in NY (2,423 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,419 participants); asset peers above are excluded.
- Tax-Deferred Annuity Plan for Scope Education Services (NY) 2,423 · 4 off
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan (NC) 2,405 · 14 off
- Milford Regional Medical Center Partnership Plan (MA) 2,439 · 20 off
- Webster University Defined Contribution Retirement Plan (MO) 2,393 · 26 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.