Defined Benefit (Pension) · DOL Form 5500 · 2023
Mount Nittany Medical Center Pension Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 1,164
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $155,781
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Plan for Employees of Mount Nittany Medical Center · Sponsored by Mount Nittany Medical Center · Pennsylvania · Healthcare & Social Assistance
$181M in assets, 1,164 participants
Mount Nittany Medical Center's Pension Plan for Employees of Mount Nittany Medical Center reported $181M in total assets and 1,164 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,806 in Healthcare & Social Assistance (17,684 peers)
Where Pension Plan for Employees of Mount Nittany Medical Center sits by assets
Pension Plan for Employees of Mount Nittany Medical Center sits in the top 10% of all filed plans by assets, $181M for 1,164 participants (~$155,781/participant), down 32.4% in 2023.
- #16,806
- in Healthcare & Social Assistance (17,684 peers)
- -32.4%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $89M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Employees of Mount Nittany Medical Center's outsized position by total assets
Pension Plan for Employees of Mount Nittany Medical Center vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$181,329,626 Top 6% higher than 94% 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
Pension Plan for Employees of Mount Nittany Medical Center'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 Plan for Employees of Mount Nittany Medical Center lands in the large band (1,164 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Employees of Mount Nittany Medical Center end-of-year assets fell from $268M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- Pension Plan for Employees of Mount Nittany Medical Center reported participants fell from 1,277 in the plan year 2022 filing to 1,164 in the plan year 2023 filing.
- Pension Plan for Employees of Mount Nittany Medical Center reported net income rose from -$97M in the plan year 2022 filing to -$89M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 240795682 · Mount Nittany Medical Center PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees of Mount Nittany Medical Center · $181M · 1,164 · 94th
- TYPE $181M
- NET 1,164
- BOOK 94th
- VS-ST Defined Benefit (Pension)
- BOY near Cic-Toc Pension Plan
- SCH ind #16806
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 Plan for Employees of Mount Nittany Medical Center in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $268M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | -$89M |
| Employer EIN | 240795682 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Nittany Medical Center)
Sponsor-wide plan assets over time
All Mount Nittany Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $354M 7.6910837774017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,571 | $383M |
| 2023 | 2 | 3,574 | $324M |
| 2024 | 2 | 3,538 | $354M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Pension Plan for Employees of Mount Nittany Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Cic-Toc Pension Plan in WA ($181M); by covered participants it is Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in IA (1,164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- Cic-Toc Pension Plan (WA) $181M · 61
- Bricklayers' Pension Trust Fund-Metropolitan Area (MI) $182M · 484
- Lee Enterprises, Incorporated Pension Plan (IA) $182M · 291
- Samford University Pension Plan (AL) $181M · 370
Similar participant headcount
Nearest other-state filings by covered participants (1,164 participants); asset peers above are excluded.
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust (IA) 1,164 · 0 off
- National Girl Scout Council Retirement Plan (NY) 1,166 · 2 off
- Transportation Communications Union Pension Fund (NJ) 1,167 · 3 off
- Puerto Rico Telephone Company Lump Sum Retirement Plan (PR) 1,161 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.