Defined Benefit (Pension) · DOL Form 5500 · 2023

South Peninsula Hospital Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
145
Participants Small participant base
69th
Percentile by assets National rank
$115,648
Avg per participant Below avg balance/head
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Official DOL plan name: South Peninsula Hospital Employees Pension Plan and Trust · Sponsored by South Peninsula Hospital · Alaska · Healthcare & Social Assistance

$17M in assets, 145 participants

South Peninsula Hospital's South Peninsula Hospital Employees Pension Plan and Trust reported $17M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,108 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alaska

South Peninsula Hospital Employees Pension Plan and Trust covers 145 participants in Alaska, about 30% of the average Alaska filer (state average ~481 per filing). Assets: $17M.

#13,108
in Healthcare & Social Assistance (17,684 peers)
-28.8%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Peninsula Hospital Employees Pension Plan and Trust's outsized position by total assets

South Peninsula Hospital Employees Pension Plan and Trust vs every filed plan by assets

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

$16,769,030 Top 31% higher than 69% 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

South Peninsula Hospital Employees Pension Plan and Trust 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. South Peninsula Hospital Employees Pension Plan and Trust sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Peninsula Hospital Employees Pension Plan and Trust end-of-year assets fell from $24M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • South Peninsula Hospital Employees Pension Plan and Trust reported net income fell from -$5M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • South Peninsula Hospital Employees Pension Plan and Trust reported participants fell from 166 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 920037099 · South Peninsula Hospital PY 2023 · Defined Benefit (Pension)

South Peninsula Hospital Employees Pension Plan and Trust · $17M · 145 · 69th

  • EOY $17M
  • EOY 145
  • EOY 69th
  • EOY Defined Benefit (Pension)
  • EOY near Local Union 1710 IBEW Pension Trust Fund
  • EOY ind #13108

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 Alaska →

South Peninsula Hospital Employees Pension Plan and Trust in the asset neighbourhood

Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension TrustDrivers Union Local 753 Ib o…$17MSouth Peninsula Hospital Employees Pension Plan and TrustSouth Peninsula Hospital Emp…$17MLocal Union 1710 IBEW Pension Trust FundLocal Union 1710 IBEW Pensio…$17MArdent Mills, LLC Pension Plan for Union EmployeesArdent Mills, LLC Pension Pl…$17MRetirement Plan of Easter Seals Alabama, Inc.Retirement Plan of Easter Se…$17M
End-of-year total assets ($M) among South Peninsula Hospital Employees Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alaska filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$17M
Net Income-$7M
Employer EIN920037099
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Peninsula Hospital)

Sponsor-wide plan assets over time

All South Peninsula Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$42M 8.811628775425513% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $38.5M $41.9M ▲ +8.8%
Year Plans Participants Total Assets
2022 3 557 $39M
2023 3 584 $37M
2024 3 651 $42M

Nearby Defined Benefit (Pension) Plans in Alaska

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

South Peninsula Hospital Employees Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants South Peninsula Hospital Employees Pension Plan and Trust, Total assets ($B): 0.01676903 · Participants: 145South Peninsula Hospital Employees Pension Plan and TrustAlaska Electrical Pension Plan, Total assets ($B): 2.030245716 · Participants: 3863Alaska Electrical Pension PlanAlaska Teamster-Employer Pension Trust, Total assets ($B): 0.515956338 · Participants: 3436Alaska Teamster-Employer Pension TrustGlobal Defined Benefit Retirement Plan, Total assets ($B): 0.183945485 · Participants: 145Global Defined Benefit Retirement PlanAlyeska Pipeline Service Company Pension Plan for Operating Company Employees, Total assets ($B): 0.158927517 · Participants: 667Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesGolden Valley Electric Association Retirement Plan, Total assets ($B): 0.098626091 · Participants: 91Golden Valley Electric Association Retirement Plan
South Peninsula Hospital Employees Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants
Compare South Peninsula Hospital Employees Pension Plan and Trust side-by-side with 3 peers →

South Peninsula Hospital Employees Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alaska, the nearest Defined Benefit (Pension) by assets is Local Union 1710 IBEW Pension Trust Fund in CA ($17M); by covered participants it is Budget Rent a Car System, Inc. Employees' Pension Plan in NJ (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 South Peninsula Hospital Employees Pension Plan and Trust assets move in 2023? ▼
South Peninsula Hospital Employees Pension Plan and Trust declined sharply - down 28.8% during 2023, from $24M to $17M. Reported net income was -$7M.
How have South Peninsula Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Peninsula Hospital's sponsor-wide assets grew 8.8%, from $39M to $42M.
Which Defined Benefit (Pension) plans are similar in size to South Peninsula Hospital Employees Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local Union 1710 IBEW Pension Trust Fund in CA ($17M, 289 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to South Peninsula Hospital Employees Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Budget Rent a Car System, Inc. Employees' Pension Plan in NJ (145 participants, $36M 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 920037099.

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.