Defined Benefit (Pension) · DOL Form 5500 · 2023

Alaska Heart Institute, LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
221
Participants Below avg headcount
59th
Percentile by assets National rank
$45,111
Avg per participant Low balance/head
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Official DOL plan name: Alaska Heart Institute, LLC Cash Balance Plan · Sponsored by Alaska Heart Institute, LLC · Alaska · Healthcare & Social Assistance

$10M in assets, 221 participants

Alaska Heart Institute, LLC's Alaska Heart Institute, LLC Cash Balance Plan reported $10M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,349 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alaska

Alaska Heart Institute, LLC Cash Balance Plan covers 221 participants in Alaska, about 46% of the average Alaska filer (state average ~481 per filing). Assets: $10M.

#11,349
in Healthcare & Social Assistance (17,684 peers)
+21.4%
assets growth YoY

Alaska Heart Institute, LLC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alaska Heart Institute, LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,969,507 Top 41% higher than 59% of 127,068 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 2023

Alaska Heart Institute, LLC Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alaska Heart Institute, LLC Cash Balance Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alaska Heart Institute, LLC Cash Balance Plan reported net income rose from $681K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alaska Heart Institute, LLC Cash Balance Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Alaska Heart Institute, LLC Cash Balance Plan reported participants rose from 190 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920165692 · Alaska Heart Institute, LLC PY 2023 · Defined Benefit (Pension)

Alaska Heart Institute, LLC Cash Balance Plan · $10M · 221 · 59th

  • IND $10M
  • IND 221
  • IND 59th
  • IND Defined Benefit (Pension)
  • IND near Diagnostic Imaging Associates, P.C. Cash Balance Pension Plan
  • IND ind #11349

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 Alaska →

Alaska Heart Institute, LLC Cash Balance Plan in the asset neighbourhood

Advancion Corporation Defined Benefit PlanAdvancion Corporation Define…$10MAlaska Heart Institute, LLC Cash Balance PlanAlaska Heart Institute, LLC …$10MDiagnostic Imaging Associates, P.C. Cash Balance Pension PlanDiagnostic Imaging Associate…$10MCrown Cork & Seal Company, Inc. Pension Plan for Certain Designated GroupsCrown Cork & Seal Company, I…$10MPension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesPension Plan for Employees o…$10M
End-of-year total assets ($M) among Alaska Heart Institute, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alaska filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN920165692
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alaska Heart Institute, LLC)

Sponsor-wide plan assets over time

All Alaska Heart Institute, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 30.80450391052767% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $66.4M $86.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 2 443 $66M
2023 2 477 $77M
2024 2 483 $87M

Nearby Defined Benefit (Pension) Plans in Alaska

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

Alaska Heart Institute, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Alaska Heart Institute, LLC Cash Balance Plan, Total assets ($B): 0.009969507 · Participants: 221Alaska Heart Institute, LLC Cash Balance PlanAlaska Electrical Pension Plan, Total assets ($B): 2.030245716 · Participants: 3863Alaska Electrical Pension PlanAlaska Teamster-Employer Pension Trust, Total assets ($B): 0.515956338 · Participants: 3436Alaska Teamster-Employer Pension TrustGlobal Defined Benefit Retirement Plan, Total assets ($B): 0.183945485 · Participants: 145Global Defined Benefit Retirement PlanAlyeska Pipeline Service Company Pension Plan for Operating Company Employees, Total assets ($B): 0.158927517 · Participants: 667Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesGolden Valley Electric Association Retirement Plan, Total assets ($B): 0.098626091 · Participants: 91Golden Valley Electric Association Retirement Plan
Alaska Heart Institute, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants
Compare Alaska Heart Institute, LLC Cash Balance Plan side-by-side with 3 peers →

Alaska Heart Institute, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alaska, the nearest Defined Benefit (Pension) by assets is Diagnostic Imaging Associates, P.C. Cash Balance Pension Plan in IA ($10M); by covered participants it is Pmc Business Pension Plan in WI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alaska Heart Institute, LLC Cash Balance Plan assets move in 2023? ▼
Alaska Heart Institute, LLC Cash Balance Plan grew sharply - up 21.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have Alaska Heart Institute, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alaska Heart Institute, LLC's sponsor-wide assets grew 30.8%, from $66M to $87M.
Which Defined Benefit (Pension) plans are similar in size to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Diagnostic Imaging Associates, P.C. Cash Balance Pension Plan in IA ($10M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pmc Business Pension Plan in WI (221 participants, $149M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920165692.

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.