Defined Benefit (Pension) · DOL Form 5500 · 2024
Wellspan Health Pension Plan
Data updated 2026-08-25
- $984M
- Total assets Above avg plan size
- 3,265
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $301,518
- Avg per participant High balance/head
Official DOL plan name: The Wellspan Health System Merged Pension Plan · Sponsored by Wellspan Health · Pennsylvania · Healthcare & Social Assistance
$984M in assets, 3,265 participants
Wellspan Health's The Wellspan Health System Merged Pension Plan reported $984M in total assets and 3,265 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.
- #16,672 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
The Wellspan Health System Merged Pension Plan covers 3,265 participants in Pennsylvania, 4.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $984M.
- #16,672
- in Healthcare & Social Assistance (16,916 peers)
- +1.4%
- assets growth YoY
- 9.9×
- vs typical plan assets (national mean)
The Wellspan Health System Merged Pension Plan's outsized position by total assets
The Wellspan Health System Merged Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$984,457,343 Top 2% higher than 98% 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
The Wellspan Health System Merged Pension 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. The Wellspan Health System Merged Pension Plan lands in the large band (3,265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wellspan Health System Merged Pension Plan reported net income rose from -$49M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- The Wellspan Health System Merged Pension Plan reported participants fell from 3,568 in the plan year 2023 filing to 3,265 in the plan year 2024 filing.
- The Wellspan Health System Merged Pension Plan end-of-year assets rose from $971M in the plan year 2023 filing to $984M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 230465970 · Wellspan Health PY 2024 · Defined Benefit (Pension)
The Wellspan Health System Merged Pension Plan · $984M · 3,265 · 98th
- TYPE $984M
- NET 3,265
- BOOK 98th
- VS-ST Defined Benefit (Pension)
- BOY near The New York Times Companies Pension Plan
- SCH ind #16672
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 →
The Wellspan Health System Merged Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $971M |
|---|---|
| Net Assets (End of Year) | $984M |
| Net Income | $13M |
| Employer EIN | 230465970 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellspan Health)
Sponsor-wide plan assets over time
All Wellspan Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 1.7845641432769073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,027 | $1.2B |
| 2023 | 2 | 4,665 | $1.2B |
| 2024 | 2 | 4,396 | $1.2B |
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 $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
The Wellspan Health System Merged Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The New York Times Companies Pension Plan in NY ($985M); by covered participants it is Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan in IN (3,270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($984M here).
- The New York Times Companies Pension Plan (NY) $985M · 1,137
- Oregon Retail Employees Pension Plan (OR) $983M · 18,733
- Lockheed Martin Corporation Pension Plan for Specified Retirees (MD) $989M · N/A
- Ncr Pension Plan (GA) $992M · 769
Similar participant headcount
Nearest other-state filings by covered participants (3,265 participants); asset peers above are excluded.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan (IN) 3,270 · 5 off
- Iron Workers District Council of So Oh & Vicinity Pension Trust (OH) 3,250 · 15 off
- Local No. 731, I.B. of T., Pension Fund (IL) 3,248 · 17 off
- Service Employees Pension Fund of Upstate Ny Upstate New York (NY) 3,247 · 18 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.