Defined Benefit (Pension) · DOL Form 5500 · 2022

Northern Arizona Healthcare Pension Plan

Data updated 2026-08-11

$152M
Total assets
209
Participants
95th
Percentile by assets
$727,813
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Retirement Income Plan for Employees of Northern Arizona Healthcare · Sponsored by Northern Arizona Healthcare · Arizona · Healthcare & Social Assistance

$152M in assets, 209 participants

Northern Arizona Healthcare's Retirement Income Plan for Employees of Northern Arizona Healthcare reported $152M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,125 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

Retirement Income Plan for Employees of Northern Arizona Healthcare covers 209 participants in Arizona, about 37% of the average Arizona filer (state average ~564 per filing). Assets: $152M.

$152M
total plan assets (2022 EOY)
209
covered participants
95th
percentile by assets (of 139,126 plans)
$727,813
avg assets per participant

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Retirement Income Plan for Employees of Northern Arizona Healthcare reports 209 participants - about 37% of that state average ($152M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$150M
Net Income-$43M
Employer EIN742410946
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Arizona Healthcare)

$400M$450M$500M$550M$600M 202220232024 $451M $560M ▲ +24.3%
Total plan assets by year, all Northern Arizona Healthcare plans on file
Year Plans Participants Total Assets
2022 2 3,518 $451M
2023 2 3,648 $514M
2024 2 3,782 $560M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Retirement Income Plan for Employees of Northern Arizona Healthcare vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Retirement Income Plan for Employees of Northern Arizona Healthcare vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Retirement Income Pl…Pinnacle West Capita…Salt River Project E…Freeport Minerals Co…Desert States Employ…Avnet Pension Plan
Retirement Income Plan for Employees of Northern Arizona Healthcare vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Income Plan for Employees of Northern Arizona Healthcare by total assets, not by location.

Frequently Asked Questions

How did Retirement Income Plan for Employees of Northern Arizona Healthcare assets move in 2022?
Retirement Income Plan for Employees of Northern Arizona Healthcare declined sharply - down 21.3% during 2022, from $193M to $152M. Reported net income was -$43M.
How have Northern Arizona Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Northern Arizona Healthcare's sponsor-wide assets grew 24.3%, from $451M to $560M.
Where does Retirement Income Plan for Employees of Northern Arizona Healthcare rank by assets among Form 5500 filers?
Retirement Income Plan for Employees of Northern Arizona Healthcare ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Income Plan for Employees of Northern Arizona Healthcare?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwestern Lake Forest Hospital Employees Retirement Plan in IL ($152M, 363 participants).

Next read for Retirement Income Plan for Employees of …

Filing takeaways

Ways to act on Retirement Income Plan for Employees of Northern Arizona Healthcare's numbers.