Defined Benefit (Pension) · DOL Form 5500 · 2023

Harnett Health System, Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
134
Participants Small participant base
74th
Percentile by assets National rank
$158,021
Avg per participant Above avg balance/head
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Official DOL plan name: Harnett Health System, Inc. Employees' Pension Plan · Sponsored by Harnett Health System, Inc. · North Carolina · Healthcare & Social Assistance

$21M in assets, 134 participants

Harnett Health System, Inc.'s Harnett Health System, Inc. Employees' Pension Plan reported $21M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,774 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Harnett Health System, Inc. Employees' Pension Plan covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.

#13,774
in Healthcare & Social Assistance (17,684 peers)
+13.8%
assets growth YoY

Harnett Health System, Inc. Employees' Pension Plan's outsized position by total assets

Harnett Health System, Inc. Employees' Pension Plan vs every filed plan by assets

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

$21,174,783 Top 26% higher than 74% 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

Harnett Health System, Inc. Employees' Pension 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. Harnett Health System, Inc. Employees' Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harnett Health System, Inc. Employees' Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Harnett Health System, Inc. Employees' Pension Plan reported participants fell from 177 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Harnett Health System, Inc. Employees' Pension Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560603898 · Harnett Health System, Inc. PY 2023 · Defined Benefit (Pension)

Harnett Health System, Inc. Employees' Pension Plan · $21M · 134 · 74th

  • 5500 $21M
  • 5500 134
  • 5500 74th
  • 5500 Defined Benefit (Pension)
  • 5500 near Minnesota Nurses Association Pension Plan and Trust
  • 5500 ind #13774

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 North Carolina →

Harnett Health System, Inc. Employees' Pension Plan in the asset neighbourhood

Penn Engineering Pension Plan$21MHarnett Health System, Inc. Employees' Pension PlanHarnett Health System, Inc. …$21MMinnesota Nurses Association Pension Plan and TrustMinnesota Nurses Association…$21MHenry Modell & Co. , Inc. Employees' Retirement PlanHenry Modell & Co. , Inc. Em…$21MChs/Community Health Systems, Inc.Retirement Income PlanChs/Community Health Systems…$21M
End-of-year total assets ($M) among Harnett Health System, Inc. Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN560603898
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harnett Health System, Inc.)

Sponsor-wide plan assets over time

All Harnett Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 8.007916949739116% vs 2022
2024 filing year
$50M$52M$54M$56M 202220232024 $50.8M $54.8M ▲ +8.0%
Year Plans Participants Total Assets
2022 2 1,138 $51M
2023 2 1,030 $54M
2024 2 991 $55M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Harnett Health System, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Harnett Health System, Inc. Employees' Pension Plan, Total assets ($B): 0.021174783 · Participants: 134Harnett Health System, Inc. Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Harnett Health System, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Harnett Health System, Inc. Employees' Pension Plan side-by-side with 3 peers →

Harnett Health System, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Minnesota Nurses Association Pension Plan and Trust in MN ($21M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Harnett Health System, Inc. Employees' Pension Plan assets move in 2023? ▼
Harnett Health System, Inc. Employees' Pension Plan grew at a solid clip - up 13.8% during 2023, from $19M to $21M. Reported net income was $3M.
How have Harnett Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harnett Health System, Inc.'s sponsor-wide assets grew 8.0%, from $51M to $55M.
Which Defined Benefit (Pension) plans are similar in size to Harnett Health System, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minnesota Nurses Association Pension Plan and Trust in MN ($21M, 62 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Harnett Health System, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Estwing Manufacturing Company, Inc. Pension Plan in IL (134 participants, $13M 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 560603898.

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.