Defined Benefit (Pension) · DOL Form 5500 · 2023

Northern Arizona Healthcare Pension Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
199
Participants Below avg headcount
94th
Percentile by assets National rank
$761,881
Avg per participant High balance/head
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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, 199 participants

Northern Arizona Healthcare's Retirement Income Plan for Employees of Northern Arizona Healthcare reported $152M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,695 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Retirement Income Plan for Employees of Northern Arizona Healthcare covers 199 participants in Arizona, about 35% of the average Arizona filer (state average ~564 per filing). Assets: $152M.

#16,695
in Healthcare & Social Assistance (17,684 peers)
-0.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$151,614,270 Top 6% higher than 94% 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

Retirement Income Plan for Employees of Northern Arizona Healthcare 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. Retirement Income Plan for Employees of Northern Arizona Healthcare sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Plan for Employees of Northern Arizona Healthcare reported net income rose from -$43M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Income Plan for Employees of Northern Arizona Healthcare reported participants fell from 209 in the plan year 2022 filing to 199 in the plan year 2023 filing.
  • Retirement Income Plan for Employees of Northern Arizona Healthcare end-of-year assets fell from $152M in the plan year 2022 filing to $152M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742410946 · Northern Arizona Healthcare PY 2023 · Defined Benefit (Pension)

Retirement Income Plan for Employees of Northern Arizona Healthcare · $152M · 199 · 94th

  • EIN $152M
  • EIN 199
  • EIN 94th
  • EIN Defined Benefit (Pension)
  • EIN near Hunter Douglas Employees' Retirement Plan
  • EIN ind #16695

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

Warehouse Employees Union Local No. 730 Pension Trust FundWarehouse Employees Union Lo…$152MRetirement Income Plan for Employees of Northern Arizona HealthcareRetirement Income Plan for E…$152MHunter Douglas Employees' Retirement PlanHunter Douglas Employees' Re…$152MPark Ohio Industries and Subsidiaries Pension PlanPark Ohio Industries and Sub…$151MHarris Teeter Supermarkets, Inc. Employees' Pension PlanHarris Teeter Supermarkets, …$151M
End-of-year total assets ($M) among Retirement Income Plan for Employees of Northern Arizona Healthcare and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$152M
Net Income$1M
Employer EIN742410946
Plan Effective Date1974-01-01
Filing StatusFILING 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
$400M$450M$500M$550M$600M 202220232024 $451M $560M ▲ +24.3%
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.

Retirement Income Plan for Employees of Northern Arizona Healthcare vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Retirement Income Plan for Employees of Northern Arizona Healthcare, Total assets ($B): 0.15161427 · Participants: 199Retirement Income Plan for Employees of Northern Arizona HealthcarePinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Retirement Income Plan for Employees of Northern Arizona Healthcare vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Retirement Income Plan for Employees of Northern Arizona Healthcare side-by-side with 3 peers →

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 Hunter Douglas Employees' Retirement Plan in CO ($152M); by covered participants it is Cash Balance Retirement Plan of Brown Brothers Harriman & Co. in NY (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Retirement Income Plan for Employees of Northern Arizona Healthcare assets move in 2023? ▼
Retirement Income Plan for Employees of Northern Arizona Healthcare held essentially flat - down 0.3% during 2023, from $152M to $152M. Reported net income was $1M.
How have Northern Arizona Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Arizona Healthcare's sponsor-wide assets grew 24.3%, from $451M to $560M.
Where does Retirement Income Plan for Employees of Northern Arizona Healthcare rank by assets among Form 5500 filers? ▼
Retirement Income Plan for Employees of Northern Arizona Healthcare ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Income Plan for Employees of Northern Arizona Healthcare? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hunter Douglas Employees' Retirement Plan in CO ($152M, 896 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan for Employees of Northern Arizona Healthcare? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cash Balance Retirement Plan of Brown Brothers Harriman & Co. in NY (199 participants, $102M 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 742410946.

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.