Other · DOL Form 5500 · 2023
Phoebe Putney Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $398M
- Total assets Above avg plan size
- 4,103
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $97,008
- Avg per participant Below avg balance/head
Official DOL plan name: Phoebe Putney Health System 403(b) Deferred Savings Plan · Sponsored by Phoebe Putney Health System, Inc. · Georgia · Healthcare & Social Assistance
$398M in assets, 4,103 participants
Phoebe Putney Health System, Inc.'s Phoebe Putney Health System 403(b) Deferred Savings Plan reported $398M in total assets and 4,103 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,183 in Healthcare & Social Assistance (17,684 peers)
Coverage in Georgia
Phoebe Putney Health System 403(b) Deferred Savings Plan covers 4,103 participants in Georgia, 3.7x the typical Georgia plan (state average ~1,096 per filing). Assets: $398M.
- #17,183
- in Healthcare & Social Assistance (17,684 peers)
- +15.4%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Phoebe Putney Health System 403(b) Deferred Savings Plan's outsized position by total assets
Phoebe Putney Health System 403(b) Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$398,024,442 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Phoebe Putney Health System 403(b) Deferred Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoebe Putney Health System 403(b) Deferred Savings Plan lands in the large band (4,103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phoebe Putney Health System 403(b) Deferred Savings Plan reported net income rose from -$66M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Phoebe Putney Health System 403(b) Deferred Savings Plan end-of-year assets rose from $345M in the plan year 2022 filing to $398M in the plan year 2023 filing.
- Phoebe Putney Health System 403(b) Deferred Savings Plan reported participants fell from 4,121 in the plan year 2022 filing to 4,103 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 581928247 · Phoebe Putney Health System, Inc. PY 2023 · Other
Phoebe Putney Health System 403(b) Deferred Savings Plan · $398M · 4,103 · 97th
- BOOK $398M
- VS-ST 4,103
- BOY 97th
- SCH Other
- EBSA near Children's Hospital & Medical Center 403(b) Plan
- PART ind #17183
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 Georgia →
Phoebe Putney Health System 403(b) Deferred Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $398M |
| Net Income | $53M |
| Employer EIN | 581928247 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoebe Putney Health System, Inc.)
Sponsor-wide plan assets over time
All Phoebe Putney Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 29.3638188733234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,121 | $345M |
| 2023 | 1 | 4,103 | $398M |
| 2024 | 1 | 4,505 | $446M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Phoebe Putney Health System 403(b) Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Children's Hospital & Medical Center 403(b) Plan in NE ($397M); by covered participants it is Umass Memorial Health Care 403(b) Plan in MA (4,093 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($398M here).
- Children's Hospital & Medical Center 403(b) Plan (NE) $397M · 3,405
- Waicu Retirement Readiness Plan (WI) $400M · 2,157
- Santa Clara University Tax-Deferred Annuity Plan (CA) $401M · 1,999
- Touro 403(b) Plan (NY) $401M · 4,055
Similar participant headcount
Nearest other-state filings by covered participants (4,103 participants); asset peers above are excluded.
- Umass Memorial Health Care 403(b) Plan (MA) 4,093 · 10 off
- Highland Retirement Plan (NY) 4,128 · 25 off
- Excela Health 403(b) Retirement Plan (PA) 4,063 · 40 off
- Duquesne University 403(b) Defined Contribution Retirement Plan (PA) 4,061 · 42 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.