Defined Benefit (Pension) · DOL Form 5500 · 2022

Alaska Heart Institute, LLC Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
190
Participants Below avg headcount
61st
Percentile by assets National rank
$43,215
Avg per participant Low balance/head
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Official DOL plan name: Alaska Heart Institute, LLC Cash Balance Plan · Sponsored by Alaska Heart Institute, LLC · Alaska · Healthcare & Social Assistance

$8M in assets, 190 participants

Alaska Heart Institute, LLC's Alaska Heart Institute, LLC Cash Balance Plan reported $8M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,361 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alaska

Alaska Heart Institute, LLC Cash Balance Plan covers 190 participants in Alaska, about 40% of the average Alaska filer (state average ~481 per filing). Assets: $8M.

#13,361
in Healthcare & Social Assistance (20,060 peers)
+9.0%
assets growth YoY

Alaska Heart Institute, LLC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alaska Heart Institute, LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,210,827 Top 39% higher than 61% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Alaska Heart Institute, LLC Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alaska Heart Institute, LLC Cash Balance Plan sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 920165692 · Alaska Heart Institute, LLC PY 2022 · Defined Benefit (Pension)

Alaska Heart Institute, LLC Cash Balance Plan · $8M · 190 · 61st

  • NET $8M
  • NET 190
  • NET 61st
  • NET Defined Benefit (Pension)
  • NET near The Jeph Pension Plan
  • NET ind #13361

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 Alaska →

Alaska Heart Institute, LLC Cash Balance Plan in the asset neighbourhood

Alaska Heart Institute, LLC Cash Balance PlanAlaska Heart Institute, LLC …$8MThe Jeph Pension Plan$8MHarvard Club of Boston Retirement Plan for EmployeesHarvard Club of Boston Retir…$8MInformation Alliance Pension PlanInformation Alliance Pension…$8MMassachusetts Bay Transportation Authority Retirement Fund Staff Retirement PlanMassachusetts Bay Transporta…$8M
End-of-year total assets ($M) among Alaska Heart Institute, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alaska filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$681K
Employer EIN920165692
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alaska Heart Institute, LLC)

Sponsor-wide plan assets over time

All Alaska Heart Institute, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 30.80450391052767% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $66.4M $86.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 2 443 $66M
2023 2 477 $77M
2024 2 483 $87M

Nearby Defined Benefit (Pension) Plans in Alaska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Alaska Heart Institute, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Alaska Heart Institute, LLC Cash Balance Plan, Total assets ($B): 0.008210827 · Participants: 190Alaska Heart Institute, LLC Cash Balance PlanAlaska Electrical Pension Plan, Total assets ($B): 2.061104885 · Participants: 3715Alaska Electrical Pension PlanAlaska Teamster - Employer Pension Plan, Total assets ($B): 0.500439444 · Participants: 3413Alaska Teamster - Employer Pension PlanAlaska USA Defined Benefit Retirement Plan, Total assets ($B): 0.17613182 · Participants: 179Alaska USA Defined Benefit Retirement PlanAlyeska Pipeline Service Company Pension Plan for Operating Company Employees, Total assets ($B): 0.152418303 · Participants: 646Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesAlaska Ironworkers Pension Plan, Total assets ($B): 0.093111681 · Participants: 103Alaska Ironworkers Pension Plan
Alaska Heart Institute, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants
Compare Alaska Heart Institute, LLC Cash Balance Plan side-by-side with 3 peers →

Alaska Heart Institute, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alaska, the nearest Defined Benefit (Pension) by assets is The Jeph Pension Plan in NY ($8M); by covered participants it is Berwind Corporation Employees' Retirement Plan in PA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alaska Heart Institute, LLC Cash Balance Plan assets move in 2022? ▼
Alaska Heart Institute, LLC Cash Balance Plan grew at a solid clip - up 9.0% during 2022, from $8M to $8M. Reported net income was $681K.
How have Alaska Heart Institute, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alaska Heart Institute, LLC's sponsor-wide assets grew 30.8%, from $66M to $87M.
Which Defined Benefit (Pension) plans are similar in size to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Jeph Pension Plan in NY ($8M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Berwind Corporation Employees' Retirement Plan in PA (190 participants, $90M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920165692.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.