Defined Benefit (Pension) · DOL Form 5500 · 2023
Phoebe Putney Health System, Inc. Pension Plan
Data updated 2026-08-25
- $248M
- Total assets Near avg plan size
- 879
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $281,666
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Phoebe Putney Health System, Inc. · Sponsored by Phoebe Putney Health System, Inc. · Georgia · Healthcare & Social Assistance
$248M in assets, 879 participants
Phoebe Putney Health System, Inc.'s Retirement Plan for Employees of Phoebe Putney Health System, Inc. reported $248M in total assets and 879 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #16,967 in Healthcare & Social Assistance (17,684 peers)
Where Retirement Plan for Employees of Phoebe Putney Health System, Inc. sits by assets
Retirement Plan for Employees of Phoebe Putney Health System, Inc. sits in the top 5% of all filed plans by assets, $248M for 879 participants (~$281,666/participant), up 12.6% in 2023.
- #16,967
- in Healthcare & Social Assistance (17,684 peers)
- +12.6%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s outsized position by total assets
Retirement Plan for Employees of Phoebe Putney Health System, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,584,530 Top 4% higher than 96% 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
Retirement Plan for Employees of Phoebe Putney Health System, Inc. 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 Plan for Employees of Phoebe Putney Health System, Inc. sits mid-pack in the medium band (879 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. reported net income rose from -$54M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. end-of-year assets rose from $220M in the plan year 2022 filing to $248M in the plan year 2023 filing.
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. reported participants fell from 969 in the plan year 2022 filing to 879 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 582001014 · Phoebe Putney Health System, Inc. PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Phoebe Putney Health System, Inc. · $248M · 879 · 96th
- PCT $248M
- PCT 879
- PCT 96th
- PCT Defined Benefit (Pension)
- PCT near Presbyterian Healthcare Services Employees' Pension Plan II
- PCT ind #16967
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 →
Retirement Plan for Employees of Phoebe Putney Health System, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $220M |
|---|---|
| Net Assets (End of Year) | $248M |
| Net Income | $28M |
| Employer EIN | 582001014 |
| Plan Effective Date | 1975-01-01 |
| 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
- $246M 11.675619809593522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 969 | $220M |
| 2023 | 1 | 879 | $248M |
| 2024 | 1 | 808 | $246M |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Southern Company Pension Plan $15.6B · 25,241
- UPS/Ibt Full-Time Employee Pension Plan $12.3B · 70,241
- UPS Pension Plan $9.7B · 153,217
- Cox Enterprises, Inc. Pension Plan $7.4B · 24,023
- Delta Retirement Plan $7.3B · 15,601
Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($248M); by covered participants it is Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 in VA (878 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248M here).
- Presbyterian Healthcare Services Employees' Pension Plan II (NM) $248M · 814
- Bic Corporation Employees' Pension Plan (CT) $247M · 369
- Ocu Pension Trust (CA) $248M · 538
- Hunt Consolidated, Inc. Fidelity Pension Plan (TX) $247M · 256
Similar participant headcount
Nearest other-state filings by covered participants (879 participants); asset peers above are excluded.
- Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 (VA) 878 · 1 off
- Pacificorp/IBEW Local 57 Retirement Trust Fund (CA) 880 · 1 off
- Occidental Oil & Gas Consolidated Retirement Plan (TX) 876 · 3 off
- Modine Manufacturing Company Frozen Pension Plan (MS) 876 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.