Defined Benefit (Pension) · DOL Form 5500 · 2023

Pension Fund for Hospital and Health Care Employees Pension Plan

Data updated 2026-08-25

$356M
Total assets Above avg plan size
1,911
Participants Near avg headcount
97th
Percentile by assets National rank
$186,350
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity · Sponsored by Pension Fund for Hospital and Health Care Employees · Pennsylvania · Healthcare & Social Assistance

$356M in assets, 1,911 participants

Pension Fund for Hospital and Health Care Employees's Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity reported $356M in total assets and 1,911 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,135 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity covers 1,911 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $356M.

#17,135
in Healthcare & Social Assistance (17,684 peers)
-0.1%
assets change YoY
3.6×
vs typical plan assets (national mean)

The plan reported a net loss of $307K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's outsized position by total assets

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$356,115,209 Top 3% higher than 97% 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

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity lands in the large band (1,911 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity reported net income rose from -$64M in the plan year 2022 filing to -$307K in the plan year 2023 filing.
  • Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity reported participants rose from 1,880 in the plan year 2022 filing to 1,911 in the plan year 2023 filing.
  • Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity end-of-year assets fell from $357M in the plan year 2022 filing to $356M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232627428 · Pension Fund for Hospital and Health Care Employees PY 2023 · Defined Benefit (Pension)

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity · $356M · 1,911 · 97th

  • VS-ST $356M
  • BOY 1,911
  • SCH 97th
  • EBSA Defined Benefit (Pension)
  • PART near Retail, Wholesale & Department Store International Union and Industry Pension Fund
  • TYPE ind #17135

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 →

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity in the asset neighbourhood

Rayonier Advanced Materials Inc. Retirement PlanRayonier Advanced Materials …$357MMativ Holdings, Inc. Pension PlanMativ Holdings, Inc. Pension…$357MPension Fund for Hospital and Health Care Employees, Philadelphia and VicinityPension Fund for Hospital an…$356MRetail, Wholesale & Department Store International Union and Industry Pension FundRetail, Wholesale & Departme…$356MRetail Food Employers & Ufcw Local 711 PensionRetail Food Employers & Ufcw…$355M
End-of-year total assets ($M) among Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$357M
Net Assets (End of Year)$356M
Net Income-$307K
Employer EIN232627428
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Fund for Hospital and Health Care Employees)

Sponsor-wide plan assets over time

All Pension Fund for Hospital and Health Care Employees plans reported in each filing year

Latest sponsor-wide plan assets
$353M 1.0697294151883165% vs 2022
2024 filing year
$352M$354M$356M$358M 202220232024 $357M $353M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 1,880 $357M
2023 1 1,911 $356M
2024 1 1,910 $353M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity, Total assets ($B): 0.356115209 · Participants: 1911Pension Fund for Hospital and Health Care Employees, Philadelphia and VicinityNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity side-by-side with 3 peers →

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retail, Wholesale & Department Store International Union and Industry Pension Fund in AL ($356M); by covered participants it is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA (1,911 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,911 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 Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity assets move in 2023? ▼
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity held essentially flat - down 0.1% during 2023, from $357M to $356M. Reported net income was -$307K.
How have Pension Fund for Hospital and Health Care Employees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pension Fund for Hospital and Health Care Employees's sponsor-wide assets declined 1.1%, from $357M to $353M.
Where does Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity rank by assets among Form 5500 filers? ▼
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity ranks in the 97th 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 Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retail, Wholesale & Department Store International Union and Industry Pension Fund in AL ($356M, 1,611 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA (1,911 participants, $786M 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 232627428.

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.