Defined Benefit (Pension) · DOL Form 5500 · 2022
Northern Arizona Healthcare Pension Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 209
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $727,813
- Avg per participant High balance/head
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.
- #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.
- #19,125
- in Healthcare & Social Assistance (20,060 peers)
- -21.3%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
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.
Retirement Income Plan for Employees of Northern Arizona Healthcare's outsized position by total assets
Retirement Income Plan for Employees of Northern Arizona Healthcare vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$152,112,925 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Income Plan for Employees of Northern Arizona Healthcare 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. Retirement Income Plan for Employees of Northern Arizona Healthcare sits mid-pack in the medium band (209 participants).
EBSA filing schedule strip
Filing strip 742410946 · Northern Arizona Healthcare PY 2022 · Defined Benefit (Pension)
Retirement Income Plan for Employees of Northern Arizona Healthcare · $152M · 209 · 95th
- IND $152M
- EOY 209
- 5500 95th
- ASSETS Defined Benefit (Pension)
- PCT near Northwestern Lake Forest Hospital Employees Retirement Plan
- EIN ind #19125
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 Arizona →
Retirement Income Plan for Employees of Northern Arizona Healthcare in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | -$43M |
| Employer EIN | 742410946 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Arizona Healthcare)
Sponsor-wide plan assets over time
All Northern Arizona Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $560M 24.298617161254% vs 2022
- 2024 filing year
| 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.
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
Retirement Income Plan for Employees of Northern Arizona Healthcare's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Northwestern Lake Forest Hospital Employees Retirement Plan in IL ($152M); by covered participants it is Willkie Farr & Gallagher LLP Partner Pension Plan in NY (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Northwestern Lake Forest Hospital Employees Retirement Plan (IL) $152M · 363
- Davis Polk Partner Defined Benefit Pension Plan (NY) $152M · 147
- Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia (VA) $152M · 500
- Ibt Consolidated Pension Plan (WA) $152M · 3,937
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Willkie Farr & Gallagher LLP Partner Pension Plan (NY) 209 · 0 off
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust (GA) 209 · 0 off
- Young Brothers, Limited Pension Plan (HI) 209 · 0 off
- Guthrie Retirement Plan (PA) 209 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.