Defined Benefit (Pension) · DOL Form 5500 · 2023
Penn Highlands Healthcare Pension Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 521
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $257,585
- Avg per participant Above avg balance/head
Official DOL plan name: Phh Pension Plan · Sponsored by Penn Highlands Healthcare · Pennsylvania · Healthcare & Social Assistance
$134M in assets, 521 participants
Penn Highlands Healthcare's Phh Pension Plan reported $134M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,606 in Healthcare & Social Assistance (17,684 peers)
Where Phh Pension Plan sits by assets
Phh Pension Plan sits in the top 10% of all filed plans by assets, $134M for 521 participants (~$257,585/participant), up 3.6% in 2023.
- #16,606
- in Healthcare & Social Assistance (17,684 peers)
- +3.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Phh Pension Plan's outsized position by total assets
Phh Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$134,201,687 Top 7% higher than 93% 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
Phh Pension 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. Phh Pension Plan sits mid-pack in the medium band (521 participants).
Published 5500 schedule card
Filing strip 320345810 · Penn Highlands Healthcare PY 2023 · Defined Benefit (Pension)
Phh Pension Plan · $134M · 521 · 93rd
- EOY $134M
- 5500 521
- ASSETS 93rd
- PCT Defined Benefit (Pension)
- EIN near Lvmh Affiliates' Retirement Plan, Wines & Spirits
- RANK ind #16606
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 Pennsylvania →
Phh Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $5M |
| Employer EIN | 320345810 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Highlands Healthcare)
Sponsor-wide plan assets over time
All Penn Highlands Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $401M 85.2002576506158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,350 | $217M |
| 2023 | 2 | 4,174 | $409M |
| 2024 | 2 | 4,591 | $401M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Phh Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Lvmh Affiliates' Retirement Plan, Wines & Spirits in NY ($134M); by covered participants it is Outstate Michigan Trowel Trades Pension Fund in MI (520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Lvmh Affiliates' Retirement Plan, Wines & Spirits (NY) $134M · 381
- Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan () $134M · 345
- Quincy Mutual Fire Insurance Company Retirement Plan (MA) $134M · 169
- New York Eye and Ear Infirmary Employees' Pension Plan (NY) $134M · 345
Similar participant headcount
Nearest other-state filings by covered participants (521 participants); asset peers above are excluded.
- Outstate Michigan Trowel Trades Pension Fund (MI) 520 · 1 off
- Ch2m Hill Omi Retirement Plan (CO) 520 · 1 off
- Elliot Health System Pension Plan (NH) 520 · 1 off
- Kansas City Division Hourly Employees' Pension Plan (NC) 520 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.