How big is Albert Einstein Healthcare Network's plan?

Albert Einstein Healthcare Network's plan reported $737.4M in assets and 7,534 participants for 2024.

Original filing (PDF)20251015195506NAL0002947907001

Albert Einstein Healthcare Network

Name: Albert Einstein Healthcare Network — Albert Einstein, Form 5500 (2024)
Creator: Albert Einstein Healthcare Network
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Albert Einstein Healthcare Network Retirement Savings Plan

403(b) retirement plan · Albert Einstein Healthcare Network's Albert Einstein Healthcare Network Retirement Savings Plan held $737.4M in plan assets for 7,534 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

7,534

Accounts w/ balance

10,830

Plan assets (EOY)

$737.4M

Net assets (EOY)

$737.4M

People on this filing

KATE Kleba signed Albert Einstein Healthcare Network's 2024 Form 5500 as plan administrator.

KATE Kleba — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Albert Einstein Healthcare Network's EIN is 23-1396794.

EIN 23-1396794

Plan number 005

Plan year 2024

ACK ID 20251015195506NAL0002947907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Albert Einstein Healthcare Network from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Albert Einstein Healthcare Network's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALBERT EINSTEIN HEALTHCARE NETWORK.

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How this plan invests

This plan

131 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

ALBERT EINSTEIN HEALTHCARE NETWORK

EIN

all filings

Address

1101 MARKET STREET SUITE 2300 · PHILADELPHIA, PA · 19107

Phone

(215) 456-6432

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INSTL OPS CO	04-2647786	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	CONSULTANT	$12K	—

Investments

131 direct securities· $736.4M(100% of reported assets)

Mutual Funds

$554.2M

28 holdings

Common Collective Trusts

$104.4M

12 holdings

Self-Directed Brokerage

$25.1M

1 holding

Common Stocks

$23.8M

70 holdings

Other securities

$14.9M

14 holdings

Stable Value

$9.3M

1 holding

Bonds / Notes

$4.5M

1 holding

Cash / Money Market

$203K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$663.1M Prudential / PGIM$10.5M Janus Henderson$7.8M Dodge & Cox$3.6M Invesco$2.3M Empower / Great-West$1.9M Wellington$558K Lord Abbett$341K Eaton Vance / Calvert

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					% of plan
Fidelity Freedom 2030 K -	Mutual Funds	—	—	$67.1M	9.1%
Fidelity Freedom 2035 K -	Mutual Funds	—	—	$62.5M	8.5%
Fidelity Freedom 2040 K -	Mutual Funds	—	—	$61.4M	8.3%
Fidelity Contrafund K -	Mutual Funds	—	—	$60.9M	8.3%
Fidelity 500 Index -	Common Collective Trusts	—	—	$58.1M	7.9%
Fidelity Freedom 2025 K -	Mutual Funds	—	—	$54.3M	7.4%
Fidelity Freedom 2045 K -	Mutual Funds	—	—	$51.8M	7.0%
Fidelity Freedom 2050 K -	Mutual Funds	—	—	$47.7M	6.5%
Fidelity Freedom 2055 K -	Mutual Funds	—	—	$33.3M	4.5%
Fidelity Freedom 2020 K -	Mutual Funds	—	—	$31.7M	4.3%
Fidelity Brokerage Link -	Self-Directed Brokerage	—	—	$25.1M	3.4%
Fidelity Tot Mkt Idx -	Common Collective Trusts	—	—	$21.8M	3.0%
Fidelity Freedom 2015 K -	Mutual Funds	—	—	$16.7M	2.3%
Fidelity Freedom 2060 K -	Mutual Funds	—	—	$15.4M	2.1%
Fidelity FIMM Government -	Mutual Funds	—	—	$11.0M	1.5%
Principal Guaranteed Investment Contract -	Stable Value	—	—	$9.3M	1.3%
Fidelity US Bond Idx -	Common Collective Trusts	—	—	$8.7M	1.2%
Fidelity Freedom 2010 K -	Mutual Funds	—	—	$8.6M	1.2%
Janus Balanced N -	Mutual Funds	—	—	$7.8M	1.1%
Fidelity Tot Intl Index -	Mutual Funds	—	—	$5.5M	0.8%
Fidelity Mid Cap Idx -	Common Collective Trusts	—	—	$5.1M	0.7%
Victory S Est Value -	Other securities	—	—	$5.0M	0.7%
Metwest Total Rtn Bd I -	Other securities	—	—	$4.5M	0.6%
Participant loans Ranges from 4.25% to 9.50%; with -	Bonds / Notes	—	—	$4.5M	0.6%
Fidelity Sm Cap Idx -	Common Collective Trusts	—	—	$4.4M	0.6%
Fidelity Small Cap Value -	Mutual Funds	—	—	$4.2M	0.6%
Fidelity Freedom Income K -	Mutual Funds	—	—	$4.2M	0.6%
The Prudential Insurance Company of America Guaranteed Interest Account -	Common Stocks	—	—	$4.0M	0.5%
Dodge & Cox Intl Stk -	Mutual Funds	—	—	$3.6M	0.5%
Fidelity Freedom 2065 K -	Mutual Funds	—	—	$3.4M	0.5%
Variable Annuity Life Insurance Company Fixed Account Plus -	Common Stocks	—	—	$3.2M	0.4%
Variable Annuity Life Insurance Company Science & Technology Fund -	Common Stocks	—	—	$3.1M	0.4%
Variable Annuity Life Insurance Company Stock Index Fund -	Common Collective Trusts	—	—	$2.8M	0.4%
Invesco Diversified Dividend -	Mutual Funds	—	—	$2.2M	0.3%
Prudential Mid Cap Gr Z -	Other securities	—	—	$2.0M	0.3%
Equitable Financial Life Insurance Company Guaranteed Interest Option -	Common Stocks	—	—	$1.9M	0.3%
The Prudential Insurance Company of America MEDLEY PRU CAP GRO VCA-10 -	Common Stocks	—	—	$1.8M	0.2%
* Empower Annuity Insurance Company Guaranteed Income Fund -	Common Stocks	—	—	$1.5M	0.2%
Variable Annuity Life Insurance Company Growth Fund -	Common Stocks	—	—	$1.4M	0.2%
Variable Annuity Life Insurance Company Mid Cap Index Fund -	Common Collective Trusts	—	—	$1.2M	0.2%
Royce PA Mutual Inv -	Other securities	—	—	$1.2M	0.2%
The Prudential Insurance Company of America MEDLEY PSF STOCK IDX PORT -	Common Collective Trusts	—	—	$925K	0.1%
Variable Annuity Life Insurance Company Vc I Conserv Growth Lifestyle - 377 * Variable Annuity Life Insurance Company Windsor II -	Common Stocks	—	—	$888K	0.1%
Variable Annuity Life Insurance Company Small Cap Index Fund -	Common Collective Trusts	—	—	$755K	0.1%
Equitable Financial Life Insurance Company Common Stock Index -	Common Stocks	—	—	$675K	<0.1%
Variable Annuity Life Insurance Company Wellington Fund, Inc. -	Common Stocks	—	—	$558K	<0.1%
Variable Annuity Life Insurance Company Short Term Fixed Account -	Common Stocks	—	—	$496K	<0.1%
Variable Annuity Life Insurance Company Large Capital Growth -	Common Stocks	—	—	$477K	<0.1%
The Prudential Insurance Company of America Prudential Long Term Growth -	Common Stocks	—	—	$476K	<0.1%
Davis New York Venture Fund A -	Other securities	—	—	$475K	<0.1%

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