Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Phoebe Putney Health System 403(b) Deferred Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Phoebe Putney Health System, Inc. · Georgia · Healthcare & Social Assistance

What the 2023 filing shows

Phoebe Putney Health System 403(b) Deferred Savings Plan holds $345M for 4,121 participants — about $83,703 per participant, down 16.0% over the 2022 plan year.

$345M
total plan assets (2022 EOY)
4,121
covered participants
$83,703
avg assets per participant
-16.0%
assets change YoY

The plan reported a net loss of $66M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$345M
Participants
4,121
State
Industry
Healthcare & Social Assistance

What the Filing Says About Phoebe Putney Health System 403(b) Deferred Savings Plan

Phoebe Putney Health System 403(b) Deferred Savings Plan is a Profit Sharing retirement plan sponsored by Phoebe Putney Health System, Inc., headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $345M in total end-of-year assets and covers 4,121 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 581928247, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $411M at the beginning of 2022 to $345M at year-end — a decline of 16.0%. Net assets (after liabilities) closed the year at $345M, with reported net income of $-65,908,222 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$411M
Total Assets (End of Year)$345M
Net Assets (End of Year)$345M
Net Income$-65,908,222
Plan TypeProfit Sharing
Employer EIN581928247
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoebe Putney Health System, Inc.)

Year Plans Participants Total Assets
2022 1 4,121 $345M
2023 1 4,103 $398M
2024 1 4,505 $446M

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Phoebe Putney Health System 403(b) Deferred Savings Plan?
As of the 2022 Form 5500 filing, Phoebe Putney Health System 403(b) Deferred Savings Plan holds $345M in total assets with 4,121 participants. It is sponsored by Phoebe Putney Health System, Inc..
What type of plan is Phoebe Putney Health System 403(b) Deferred Savings Plan?
Phoebe Putney Health System 403(b) Deferred Savings Plan is a Profit Sharing plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 581928247.
Who sponsors the Phoebe Putney Health System 403(b) Deferred Savings Plan?
Phoebe Putney Health System 403(b) Deferred Savings Plan is sponsored by Phoebe Putney Health System, Inc., located in Georgia. The sponsor's EIN is 581928247 and the plan operates in the Healthcare & Social Assistance industry.
How did Phoebe Putney Health System 403(b) Deferred Savings Plan perform in 2022?
Phoebe Putney Health System 403(b) Deferred Savings Plan declined by 16.0% during 2022, moving from $411M to $345M in total assets. Net income was $-65,908,222.
Where can I find official filings for Phoebe Putney Health System 403(b) Deferred Savings Plan?
Official Form 5500 filings for Phoebe Putney Health System 403(b) Deferred Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 581928247 or plan name at efast.dol.gov.
How does Phoebe Putney Health System 403(b) Deferred Savings Plan compare to other plans?
You can compare Phoebe Putney Health System 403(b) Deferred Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 581928247.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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