Defined Benefit (Pension) · DOL Form 5500 · 2023

Penn Highlands Healthcare Pension Plan

Data updated 2026-08-11

$134M
Total assets
521
Participants
93rd
Percentile by assets
$257,585
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$134M
total plan assets (2023 EOY)
521
covered participants
93rd
percentile by assets (of 127,072 plans)
$257,585
avg assets per participant

Where Phh Pension Plan sits 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

This plan $0 $2,010,000,000 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

Phh Pension Plan vs the 2023 asset distribution

By assets, Phh Pension Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$134M
Net Income$5M
Employer EIN320345810
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Highlands Healthcare)

$100M$200M$300M$400M$500M 202220232024 $217M $401M ▲ +85.2%
Total plan assets by year, all Penn Highlands Healthcare plans on file
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.

Phh Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Phh Pension Plan, Total assets ($B): 0.134201687 · Participants: 521Phh Pension PlanNational Elevator In…, Total assets ($B): 11.224377797 · Participants: 27434National Elevator In…Steelworkers Pension…, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension…The PNC Financial Se…, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Se…Constellation Retire…, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retire…The Bank of New York…, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York…
Phh Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Phh Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Phh Pension Plan assets move in 2023?
Phh Pension Plan edged up modestly - up 3.6% during 2023, from $129M to $134M. Reported net income was $5M.
How have Penn Highlands Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Penn Highlands Healthcare's sponsor-wide assets grew 85.2%, from $217M to $401M.
Where does Phh Pension Plan rank by assets among Form 5500 filers?
Phh Pension Plan ranks in the 93rd 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 Phh Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lvmh Affiliates' Retirement Plan, Wines & Spirits in NY ($134M, 381 participants).

Scale reading

Ways to act on Phh Pension Plan's numbers.