Defined Benefit (Pension) · DOL Form 5500 · 2023
Prospect Crozer, LLC Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 1,169
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $148,719
- Avg per participant Above avg balance/head
Official DOL plan name: Crozer-Keystone Health System Employees Retirement Plan · Sponsored by Prospect Crozer, LLC · Pennsylvania · Healthcare & Social Assistance
$174M in assets, 1,169 participants
Prospect Crozer, LLC's Crozer-Keystone Health System Employees Retirement Plan reported $174M in total assets and 1,169 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,783 in Healthcare & Social Assistance (17,684 peers)
Where Crozer-Keystone Health System Employees Retirement Plan sits by assets
Crozer-Keystone Health System Employees Retirement Plan sits in the top 10% of all filed plans by assets, $174M for 1,169 participants (~$148,719/participant), down 6.8% in 2023.
- #16,783
- in Healthcare & Social Assistance (17,684 peers)
- -6.8%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Crozer-Keystone Health System Employees Retirement Plan's outsized position by total assets
Crozer-Keystone Health System Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$173,852,497 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Crozer-Keystone Health System Employees Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crozer-Keystone Health System Employees Retirement Plan lands in the large band (1,169 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Crozer-Keystone Health System Employees Retirement Plan reported net income rose from -$142M in the plan year 2022 filing to -$13M in the plan year 2023 filing.
- Crozer-Keystone Health System Employees Retirement Plan reported participants fell from 1,575 in the plan year 2022 filing to 1,169 in the plan year 2023 filing.
- Crozer-Keystone Health System Employees Retirement Plan end-of-year assets fell from $186M in the plan year 2022 filing to $174M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 611778286 · Prospect Crozer, LLC PY 2023 · Defined Benefit (Pension)
Crozer-Keystone Health System Employees Retirement Plan · $174M · 1,169 · 94th
- PART $174M
- TYPE 1,169
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near United Bankshares, Inc. Pension Plan
- BOY ind #16783
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 →
Crozer-Keystone Health System Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | -$13M |
| Employer EIN | 611778286 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Prospect Crozer, LLC)
Sponsor-wide plan assets over time
All Prospect Crozer, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 20.703314376210066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,575 | $186M |
| 2023 | 1 | 1,169 | $174M |
| 2024 | 1 | 1,022 | $148M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Crozer-Keystone Health System Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is United Bankshares, Inc. Pension Plan in WV ($174M); by covered participants it is The Hospital for Special Surgery Retirement Plan in NY (1,169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- United Bankshares, Inc. Pension Plan (WV) $174M · 310
- Cf Industries Holdings, Inc. Pension Plan (IL) $174M · 2,026
- Associated Wholesale Grocers, Inc. Restated Retirement Plan (KS) $174M · 474
- Six Flags, Inc. Pension Plan (TX) $174M · 428
Similar participant headcount
Nearest other-state filings by covered participants (1,169 participants); asset peers above are excluded.
- The Hospital for Special Surgery Retirement Plan (NY) 1,169 · 0 off
- Retirement Plan of Marathon Oil Company (TX) 1,170 · 1 off
- Transportation Communications Union Pension Fund (NJ) 1,167 · 2 off
- National Girl Scout Council Retirement Plan (NY) 1,166 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.