Other · DOL Form 5500 · 2024
Summit Healthcare Regional Medical Center Retirement Plan
Data updated 2026-07-24
- $56M
- Total assets
- 1,276
- Participants
- 85th
- Percentile by assets
- $44,107
- Avg per participant
Official DOL plan name: Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan · Sponsored by Summit Healthcare Regional Medical Center · Arizona · Healthcare & Social Assistance
$56M in assets, 1,276 participants
Summit Healthcare Regional Medical Center's Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported $56M in total assets and 1,276 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 116,472 plans)
Coverage in Arizona
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan covers 1,276 participants in Arizona, 2.2x the typical Arizona plan (state average ~577 per filing). Assets: $56M.
- $56M
- total plan assets (2024 EOY)
- 1,276
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $44,107
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reported participants rose from 1,183 in the plan year 2023 filing to 1,276 in the plan year 2024 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 577 participants across 2,182 plans. Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan reports 1,276 participants - 2.2x that state average ($56M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $5M |
| Employer EIN | 860320447 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Healthcare Regional Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,220 | $48M |
| 2023 | 1 | 1,183 | $51M |
| 2024 | 1 | 1,276 | $56M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Similar-Sized Other Plans Nationally
Other plans in other states closest to Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan assets move in 2024? ▼
How have Summit Healthcare Regional Medical Center plan assets changed over time? ▼
Where does Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan? ▼
Next read for Summit Healthcare Regional Medical Cente…
Filing takeaways
Ways to act on Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan's numbers.
- By total assets, Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
- Summit Healthcare Regional Medical Center's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860320447.
Read our methodology - how this data is sourced, computed, and verified.