Defined Benefit (Pension) · DOL Form 5500 · 2022

Scotland Health Care System Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
369
Participants Below avg headcount
89th
Percentile by assets National rank
$160,307
Avg per participant Above avg balance/head
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Official DOL plan name: Scotland Health Care System Employees' Pension Plan · Sponsored by Scotland Health Care System · North Carolina · Healthcare & Social Assistance

$59M in assets, 369 participants

Scotland Health Care System's Scotland Health Care System Employees' Pension Plan reported $59M in total assets and 369 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,238 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Scotland Health Care System Employees' Pension Plan covers 369 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $59M.

#18,238
in Healthcare & Social Assistance (20,060 peers)
-12.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scotland Health Care System Employees' Pension Plan's outsized position by total assets

Scotland Health Care System Employees' Pension Plan vs every filed plan by assets

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

$59,153,241 Top 11% higher than 89% 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

Scotland Health Care System Employees' Pension 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. Scotland Health Care System Employees' Pension Plan sits mid-pack in the medium band (369 participants).

DOL schedule card

Filing strip 581847657 · Scotland Health Care System PY 2022 · Defined Benefit (Pension)

Scotland Health Care System Employees' Pension Plan · $59M · 369 · 89th

  • PHOTO $59M
  • PHOTO 369
  • PHOTO 89th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Group Pension Plan for Employees of Staple Cotton Cooperative Association
  • PHOTO ind #18238

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 North Carolina →

Scotland Health Care System Employees' Pension Plan in the asset neighbourhood

Premcor Pension Plan$59MCintas Corporation (G&k Services) Pension PlanCintas Corporation (G&k Serv…$59MScotland Health Care System Employees' Pension PlanScotland Health Care System …$59MGroup Pension Plan for Employees of Staple Cotton Cooperative AssociationGroup Pension Plan for Emplo…$59MDC 37 Local 389 Home Care Employees Pension FundDC 37 Local 389 Home Care Em…$59M
End-of-year total assets ($M) among Scotland Health Care System Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$59M
Net Income-$8M
Employer EIN581847657
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scotland Health Care System)

Sponsor-wide plan assets over time

All Scotland Health Care System plans reported in each filing year

Latest sponsor-wide plan assets
$5M 91.01958589217453% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $59.2M $5.31M ▼ -91.0%
Year Plans Participants Total Assets
2022 1 369 $59M
2023 1 336 $38M
2024 1 305 $5M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Scotland Health Care System Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Scotland Health Care System Employees' Pension Plan, Total assets ($B): 0.059153241 · Participants: 369Scotland Health Care System Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Scotland Health Care System Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Scotland Health Care System Employees' Pension Plan side-by-side with 3 peers →

Scotland Health Care System Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Group Pension Plan for Employees of Staple Cotton Cooperative Association in MS ($59M); by covered participants it is Ti Group Automotive Systems Retirement Plan in MI (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Scotland Health Care System Employees' Pension Plan assets move in 2022? ▼
Scotland Health Care System Employees' Pension Plan pulled back noticeably - down 12.4% during 2022, from $68M to $59M. Reported net income was -$8M.
How have Scotland Health Care System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scotland Health Care System's sponsor-wide assets declined 91.0%, from $59M to $5M.
Where does Scotland Health Care System Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Scotland Health Care System Employees' Pension Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Scotland Health Care System Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Group Pension Plan for Employees of Staple Cotton Cooperative Association in MS ($59M, 155 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Scotland Health Care System Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ti Group Automotive Systems Retirement Plan in MI (369 participants, $126M 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 581847657.

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.