How big is Genesis Healthcare System's plan?

Genesis Healthcare System's plan reported $39.8M in assets and 158 participants for 2024.

Original filing (PDF)20251014144923NAL0001570211001

Genesis Healthcare System

Name: Genesis Healthcare System — Genesis Physicians, Form 5500 (2024)
Creator: Genesis Healthcare System
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Genesis Physicians 401(k) Plan

401(k) retirement plan · Genesis Healthcare System's Genesis Physicians 401(k) Plan held $39.8M in plan assets for 158 participants in 2024, with Empower as recordkeeper.

Signals · 3

25% employer stockHigh average account balanceSelf-directed brokerage offered

Active participants

158

Accounts w/ balance

197

Plan assets (EOY)

$39.8M

Net assets (EOY)

$39.8M

Plan identifiers

Genesis Healthcare System's EIN is 31-1480941.

EIN 31-1480941

Plan number 008

Plan year 2024

ACK ID 20251014144923NAL0001570211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Healthcare System's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 GENESIS HEALTHCARE SYSTEM.

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How this plan invests

This plan

1 pooled trust

Schedule D

14 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

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

GENESIS HEALTHCARE SYSTEM

EIN

all filings

Address

2951 MAPLE AVENUE · ZANESVILLE, OH · 43701

Phone

(740) 450-4710

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

008

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	—	NONE	$72K	—
PRUDENTIAL RETIREMENT INSURANCE AND	22-1211670	—	NONE	$22K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC.

Investments

14 direct securities · 1 pooled fund· $39.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trusts

$11.6M

3 holdings

Mutual Funds

$11.0M

4 holdings

Common Stocks

$10.0M

3 holdings

Other securities

$4.9M

2 holdings

Pooled Separate Account

$1.9M

1 holding

Self-Directed Brokerage

$254K

1 holding

Bonds / Notes

$82K

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.

Vanguard$13.5M Empower / Great-West$7.8M Prudential / PGIM$4.9M American Funds (Capital Group)$3.0M Victory Capital$2.3M Janus Henderson$1.7M

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
Vanguard Group, Inc. Vanguard 500 Index Admiral Mutual Funds	Common Collective Trusts	—	—	$8.7M	21.9%
Empower Annuity Insurance Company Guaranteed Interest Account Guaranteed Interest Account	Common Stocks	—	—	$5.8M	14.7%
Massachusetts Financial Services Company MFS International Value Mutual Funds	Mutual Funds	—	—	$4.4M	11.0%
PGIM Investments, LLC PGIM Jennision Growth R6 Mutual Funds	Other securities	—	—	$3.8M	9.5%
American Funds Distributors, Inc. American Mutual Fund R6 Mutual Funds	Mutual Funds	—	—	$3.0M	7.5%
Victory Capital Management, Inc. Victory Sycamore Sml Com Opp Mutual Funds	Common Stocks	—	—	$2.3M	5.7%
Vanguard Group, Inc. Vanguard Total Intl Stock Admiral Mutual Funds	Mutual Funds	—	—	$1.9M	4.8%
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	—	—	$1.9M	4.8%
Saturna Capital Corporation Amana Mutual Fd Trust Gr Mutual Funds	Common Stocks	—	—	$1.9M	4.7%
Janus Capital Management, LLC Janus Henderson Venture Mutual Funds	Mutual Funds	—	—	$1.7M	4.3%
Vanguard Group, Inc. Vanguard Mid Cap Idx Fd Mutual Funds	Common Collective Trusts	—	—	$1.6M	3.9%
Vanguard Group, Inc. Vanguard Total BD Idx Mutual Funds	Common Collective Trusts	—	—	$1.3M	3.3%
PGIM Investments, LLC PGIM Total Return BD R6 Mutual Funds	Other securities	—	—	$1.1M	2.7%
Self Directed Brokerage Accounts Self Directed Brokerage Accounts Self Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$254K	0.6%
Maturing at various dates through 2028, * Participant loans Interest rates: 9.00% - 9.50%	Bonds / Notes	—	—	$82K	0.2%

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