How big is Somerset Hospital's plan?

Somerset Hospital's plan reported $32.3M in assets and 525 participants for 2024.

Original filing (PDF)20251014140114NAL0001466547001

Somerset Hospital

Name: Somerset Hospital — Somerset Hospital 403(b) Plan, Form 5500 (2024)
Creator: Somerset Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Somerset Hospital 403(b) Plan

403(b) retirement plan · Somerset Hospital's Somerset Hospital 403(b) Plan held $32.3M in plan assets for 525 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

525

Accounts w/ balance

569

Plan assets (EOY)

$32.3M

Net assets (EOY)

$32.3M

People on this filing

Michele Brant signed Somerset Hospital's 2024 Form 5500 as plan administrator.

Michele Brant — 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

Somerset Hospital's EIN is 25-0965570.

EIN 25-0965570

Plan number 003

Plan year 2024

ACK ID 20251014140114NAL0001466547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somerset Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somerset Hospital's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMERSET HOSPITAL.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

SOMERSET HOSPITAL

EIN

all filings

Address

225 SOUTH CENTER AVENUE · SOMERSET, PA · 155012088

Phone

(814) 443-5070

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$159K	—

Investments

31 direct securities· $32.3M(100% of reported assets)

Mutual Funds

$26.4M

25 holdings

Common Stocks

$3.1M

1 holding

Other securities

$2.8M

5 holdings

					% of plan
Fidelity 500 Index Istl Prem N/A	Mutual Funds	—	—	$5.6M	17.2%
Investment Contract * Variable Annuity Life Insurance Company Fixed Interest Option N/A	Common Stocks	—	—	$3.1M	9.5%
Fidelity Intl Ind Instl Prem N/A	Mutual Funds	—	—	$2.7M	8.3%
Fidelity Us Bond Index Instl N/A	Mutual Funds	—	—	$2.6M	8.2%
Fidelity Puritan N/A	Mutual Funds	—	—	$2.3M	7.0%
Fidelity Mid Cap Ind Instl Prem N/A	Mutual Funds	—	—	$2.1M	6.4%
T Rowe Price T Rowe Price Rtmt I 2025 I N/A	Mutual Funds	—	—	$1.5M	4.7%
Fidelity Small Cap Index Instl N/A	Mutual Funds	—	—	$1.5M	4.7%
Dimensional DFA Emerging Markets I N/A	Mutual Funds	—	—	$1.4M	4.2%
JP Morgan JP Morgan Us Equity R5 N/A	Other securities	—	—	$1.1M	3.5%
American Funds American Funds American Mutual Fund R5 N/A	Mutual Funds	—	—	$1.1M	3.4%
Clearbridge Large Cap Growth Is N/A	Other securities	—	—	$1.1M	3.3%
American Funds Amfunds Europacific Growth R5 N/A	Mutual Funds	—	—	$931K	2.9%
Janus Henderson Janus Henderson Enterprise N N/A	Mutual Funds	—	—	$762K	2.4%
MFS Global MFS Global Real Estate R6 N/A	Mutual Funds	—	—	$561K	1.7%
T Rowe Price T Rowe Price Rtmt I 2035 I N/A	Mutual Funds	—	—	$551K	1.7%
T Rowe Price T Rowe Price Rtmt I 2050 I N/A	Mutual Funds	—	—	$529K	1.6%
Janus Henderson Janus Henderson Triton I N/A	Mutual Funds	—	—	$419K	1.3%
T Rowe Price T Rowe Price Rtmt I 2055 I N/A	Mutual Funds	—	—	$416K	1.3%
Vanguard Federal Money Mkt Inv N/A	Mutual Funds	—	—	$409K	1.3%
T Rowe Price T Rowe Price Rtmt I 2045 I N/A	Mutual Funds	—	—	$396K	1.2%
Prudential Total Return Bond Z N/A	Other securities	—	—	$364K	1.1%
American Funds American Inflation Linked Bond R6 N/A	Mutual Funds	—	—	$216K	0.7%
T Rowe Price T Rowe Price Rtmt I 2040 I N/A	Mutual Funds	—	—	$212K	0.7%
Delaware Funds Delaware Small Cap Value R6 N/A	Other securities	—	—	$138K	0.4%
John Hancock JHancock Dscplnd Value Midcap I N/A	Other securities	—	—	$128K	0.4%
T Rowe Price T Rowe Price Rtmt Balanced I N/A	Mutual Funds	—	—	$103K	0.3%
T Rowe Price T Rowe Price Rtmt I 2030 I N/A	Mutual Funds	—	—	$74K	0.2%
T Rowe Price T Rowe Price Rtmt I 2015 I N/A	Mutual Funds	—	—	$60K	0.2%
T Rowe Price T Rowe Price Rtmt I 2060 I N/A	Mutual Funds	—	—	$22K	<0.1%
T Rowe Price T Rowe Price Rtmt I 2020 I N/A	Mutual Funds	—	—	$20K	<0.1%