Defined Benefit (Pension) · DOL Form 5500 · 2023

The Guthrie Clinic Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
176
Participants Small participant base
92nd
Percentile by assets National rank
$593,891
Avg per participant High balance/head
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Official DOL plan name: Guthrie Retirement Plan · Sponsored by The Guthrie Clinic · Pennsylvania · Healthcare & Social Assistance

$105M in assets, 176 participants

The Guthrie Clinic's Guthrie Retirement Plan reported $105M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,373 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Guthrie Retirement Plan covers 176 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $105M.

#16,373
in Healthcare & Social Assistance (17,684 peers)
+0.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Guthrie Retirement Plan's outsized position by total assets

Guthrie Retirement Plan vs every filed plan by assets

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

$104,524,755 Top 8% higher than 92% 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

Guthrie Retirement Plan 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. Guthrie Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guthrie Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $924K in the plan year 2023 filing.
  • Guthrie Retirement Plan reported participants fell from 209 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Guthrie Retirement Plan end-of-year assets rose from $104M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 233055017 · The Guthrie Clinic PY 2023 · Defined Benefit (Pension)

Guthrie Retirement Plan · $105M · 176 · 92nd

  • EBSA $105M
  • EBSA 176
  • EBSA 92nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Brazos Electric Power Cooperative Inc. Pension Plan
  • EBSA ind #16373

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 →

Guthrie Retirement Plan in the asset neighbourhood

Capgemini Cash Balance Retirement PlanCapgemini Cash Balance Retir…$105MLocal 381 Pension Fund$105MContitech USA, LLC Defined Benefit PlanContitech USA, LLC Defined B…$105MBrazos Electric Power Cooperative Inc. Pension PlanBrazos Electric Power Cooper…$105MGuthrie Retirement Plan$105M
End-of-year total assets ($M) among Guthrie Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$105M
Net Income$924K
Employer EIN233055017
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guthrie Clinic)

Sponsor-wide plan assets over time

All The Guthrie Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$952M 37.850978824664644% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $691M $952M ▲ +37.9%
Year Plans Participants Total Assets
2022 3 6,779 $691M
2023 3 7,259 $799M
2024 3 7,794 $952M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Guthrie Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Guthrie Retirement Plan, Total assets ($B): 0.104524755 · Participants: 176Guthrie Retirement PlanNational 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
Guthrie Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Guthrie Retirement Plan side-by-side with 3 peers →

Guthrie Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Brazos Electric Power Cooperative Inc. Pension Plan in TX ($105M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Guthrie Retirement Plan assets move in 2023? ▼
Guthrie Retirement Plan held essentially flat - up 0.8% during 2023, from $104M to $105M. Reported net income was $924K.
How have The Guthrie Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guthrie Clinic's sponsor-wide assets grew 37.9%, from $691M to $952M.
Where does Guthrie Retirement Plan rank by assets among Form 5500 filers? ▼
Guthrie Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Guthrie Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brazos Electric Power Cooperative Inc. Pension Plan in TX ($105M, 112 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Guthrie Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants, N/A 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 233055017.

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.