Defined Benefit (Pension) · DOL Form 5500 · 2023

Phoebe Putney Health System, Inc. Pension Plan

Data updated 2026-08-11

$248M
Total assets
879
Participants
96th
Percentile by assets
$281,666
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$248M
total plan assets (2023 EOY)
879
covered participants
96th
percentile by assets (of 127,072 plans)
$281,666
avg assets per participant

Where Retirement Plan for Employees of Phoebe Putney Health System, Inc. sits 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

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

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.

See the national 2022→2023 release diff →

State
Georgia
Industry
Healthcare & Social Assistance

Retirement Plan for Employees of Phoebe Putney Health System, Inc. vs the 2023 asset distribution

By assets, Retirement Plan for Employees of Phoebe Putney Health System, Inc. outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$248M
Net Income$28M
Employer EIN582001014
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoebe Putney Health System, Inc.)

$210M$220M$230M$240M$250M$260M 202220232024 $220M $246M ▲ +11.7%
Total plan assets by year, all Phoebe Putney Health System, Inc. plans on file
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.

Retirement Plan for Employees of Phoebe Putney Health System, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Retirement Plan for …, Total assets ($B): 0.24758453 · Participants: 879Retirement Plan for …The Southern Company…, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company…UPS/Ibt Full-Time Em…, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Em…UPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc…, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc…Delta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Retirement Plan for Employees of Phoebe Putney Health System, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Retirement Plan for Employees of Phoebe … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Phoebe Putney Health System, Inc. by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Phoebe Putney Health System, Inc. assets move in 2023? ▼
Retirement Plan for Employees of Phoebe Putney Health System, Inc. grew at a solid clip - up 12.6% during 2023, from $220M to $248M. Reported net income was $28M.
How have Phoebe Putney Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoebe Putney Health System, Inc.'s sponsor-wide assets grew 11.7%, from $220M to $246M.
Where does Retirement Plan for Employees of Phoebe Putney Health System, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Phoebe Putney Health System, Inc. ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Phoebe Putney Health System, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($248M, 814 participants).

Next read for Retirement Plan for Employees of Phoebe …

Scale reading

Ways to act on Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s numbers.

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 582001014.

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.