Summa Health 401(k) and pension plans

Summa Health, Akron, OH. EIN 34-1887844. Annual reports 2009–2024. Also filed as Summacare, Inc.; Summa Management Services Organization, Inc.; Summa Akron City and ST. Thomas Hospitals; Summa Health System.

Summa Health has 3 active retirement plans on file. The largest is the Summa Health 403(b) Retirement Savings Plan, with 8,038 participants and $855 million in assets in 2024. Fidelity has been its recordkeeper since 2021.

Active plans: 3
Participants: 14,945
Plan assets: $1.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Summa Health 403(b) Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 34-1887844
Participants (2024): 8,038
Net assets (2024): $855 million
Recordkeeper: FidelityEarlier: MassMutual (2020), Fidelity (2019), MassMutual (2015–2018), Fidelity (2009–2014)
Plan administrator: Summa Health
1077 Gorge BLVD
Akron, OH 44310
(234) 312-5867As filed for 2024
In effect since: January 1, 1997

Earlier sponsors: Summa Akron City and ST. Thomas Hospitals (2009–2013); Summa Health System (2014).

Earlier plan names: Summa Health System Hospitals Tax Sheltered Annuity Program; Summa Health System Tax Sheltered Annuity Program; Summa Health 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,038	$855 million	Fidelity
2023	7,826	$768 million	Fidelity
2022	7,825	$656 million	Fidelity
2021	7,704	$820 million	Fidelity
2020	7,413	$719 million	MassMutual
2019	9,590	$600 million	Fidelity
2018	9,238	$496 million	MassMutual
2017	9,335	$538 million	MassMutual
2016	9,485	$458 million	MassMutual
2015	9,592	$427 million	MassMutual
2014	9,379	$431 million	Fidelity
2013	9,936	$412 million	Fidelity
2012	11,203	$340 million	Fidelity
2011	10,797	$287 million	Fidelity
2010	10,549	$273 million	Fidelity
2009	10,461	$215 million	Fidelity

Summa Health Retirement Income Plan and Trust

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 010Employer EIN 34-1887844
Participants (2024): 5,603
Net assets (2024): $183 million
Administered by: Equitable2020–2024
Plan administrator: Summa Health
1077 Gorge BLVD, Po Box 2090
Akron, OH 44309
(330) 996-8460As filed for 2024
In effect since: February 1, 1946

Earlier sponsor: Summa Akron City and ST. Thomas Hospitals (2010–2013).

Earlier plan names: Summa Health System Retirement Income Plan and Trust.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,603	$183 million	Equitable
2023	5,869	$193 million	Equitable
2022	6,004	$188 million	Equitable
2021	6,127	$243 million	Equitable
2020	6,230	$232 million	Equitable
2019	6,428	$222 million	not listed
2018	6,575	$200 million	not listed
2017	6,684	$222 million	not listed
2016	7,244	$216 million	not listed
2015	8,092	$208 million	not listed
2014	8,908	$203 million	not listed
2013	9,167	$197 million	not listed
2012	9,258	$178 million	not listed
2011	9,455	$155 million	not listed
2010	9,738	$150 million	not listed

Summa Health 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-1145832
Participants (2024): 1,304
Net assets (2024): $62.4 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Summa Health
Po Box 2090
Akron, OH 44309
(330) 996-8410As filed for 2024
In effect since: March 20, 1994

Plans merged into this one: Summa Health System Pension Savings Plan (2016); Summa/Barberton Hospital Bargaining Unit RTMT Savings Plan (2016).

Earlier sponsors: Summacare, Inc. (2009–2012); Summa Management Services Organization, Inc. (2013–2015).

Earlier plan names: Summacare, Inc. Employees 401K Plan; Summacare, Inc. Employees 401(k) Plan; Summa Management Services Organization, Inc. Employees 401(k) Plan and Trust; Summa Management Services Organization, Inc. Employees 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,304	$62.4 million	Fidelity
2023	772	$57.6 million	Fidelity
2022	805	$48.5 million	Fidelity
2021	761	$62.3 million	Fidelity
2020	794	$56.3 million	Fidelity
2019	1,702	$47.8 million	Fidelity
2018	1,763	$40.3 million	Fidelity
2017	1,880	$43.3 million	Fidelity
2016	2,251	$38.4 million	Fidelity
2015	438	$26.7 million	Fidelity
2014	425	$26.7 million	Fidelity
2013	448	$25.2 million	Fidelity
2012	459	$20.2 million	Fidelity
2011	391	$17.1 million	Fidelity
2010	375	$16.5 million	Fidelity
2009	379	$13.2 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Summa Health 403(b) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((234) 312-5867). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Summa Health 403(b) Retirement Savings Plan

Summa Health Retirement Income Plan and Trust

Summa Health 401(k) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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