Defined Benefit (Pension) · DOL Form 5500 · 2023

Phoebe Home, Inc. Pension Plan

Data updated 2026-08-25

$93K
Total assets Small plan by assets
78
Participants Small participant base
6th
Percentile by assets National rank
$1,197
Avg per participant Low balance/head
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Official DOL plan name: Phoebe Home, Inc. Union Employees' Pension Plan · Sponsored by Phoebe Home, Inc. · Pennsylvania · Healthcare & Social Assistance

$93K in assets, 78 participants

Phoebe Home, Inc.'s Phoebe Home, Inc. Union Employees' Pension Plan reported $93K in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

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

2023 asset change

Phoebe Home, Inc. Union Employees' Pension Plan contracted severely 99.1% in 2023 ($10M → $93K) for 78 participants.

#729
in Healthcare & Social Assistance (17,684 peers)
-99.1%
assets change YoY

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoebe Home, Inc. Union Employees' Pension Plan among the smaller filed plans by assets

Phoebe Home, Inc. Union Employees' Pension Plan vs every filed plan by assets

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

$93,395 6th percentile higher than 6% 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

Phoebe Home, Inc. Union Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoebe Home, Inc. Union Employees' Pension Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoebe Home, Inc. Union Employees' Pension Plan reported net income fell from -$333K in the plan year 2022 filing to -$10M in the plan year 2023 filing.
  • Phoebe Home, Inc. Union Employees' Pension Plan end-of-year assets fell from $10M in the plan year 2022 filing to $93K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231396838 · Phoebe Home, Inc. PY 2023 · Defined Benefit (Pension)

Phoebe Home, Inc. Union Employees' Pension Plan · $93K · 78 · 6th

  • BOOK $93K
  • BOOK 78
  • BOOK 6th
  • BOOK Defined Benefit (Pension)
  • BOOK near Guild-Consumer Reports Adjustable Retirement Plan
  • BOOK ind #729

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 →

Phoebe Home, Inc. Union Employees' Pension Plan in the asset neighbourhood

Harvard Club of Boston Retirement Plan for EmployeesHarvard Club of Boston Retir…$98KPhoebe Home, Inc. Union Employees' Pension PlanPhoebe Home, Inc. Union Empl…$93KGuild-Consumer Reports Adjustable Retirement PlanGuild-Consumer Reports Adjus…$94KUfcw Union Local 1049 Retirement FundUfcw Union Local 1049 Retire…$94KMunroe Regional Health System, Inc. Dba Munroe Regional Medical Center Pension PlanMunroe Regional Health Syste…$89K
End-of-year total assets ($M) among Phoebe Home, Inc. Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Phoebe Home, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Phoebe Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 4.455378959619726% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $41.3M $39.5M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 1,066 $41M
2023 2 1,077 $36M
2024 1 990 $39M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)N/A
Net Income-$10M
Employer EIN231396838
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Phoebe Home, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Phoebe Home, Inc. Union Employees' Pension Plan, Total assets ($B): 0.000093395 · Participants: 78Phoebe Home, Inc. Union Employees' Pension 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
Phoebe Home, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Phoebe Home, Inc. Union Employees' Pension Plan side-by-side with 3 peers →

Phoebe Home, Inc. Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Guild-Consumer Reports Adjustable Retirement Plan in NJ ($94K); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Phoebe Home, Inc. Union Employees' Pension Plan assets move in 2023? ▼
Phoebe Home, Inc. Union Employees' Pension Plan contracted severely - down 99.1% during 2023, from $10M to $93K. Reported net income was -$10M.
How have Phoebe Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoebe Home, Inc.'s sponsor-wide assets declined 4.5%, from $41M to $39M.
Where does Phoebe Home, Inc. Union Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Phoebe Home, Inc. Union Employees' Pension Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Phoebe Home, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Guild-Consumer Reports Adjustable Retirement Plan in NJ ($94K, 215 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Phoebe Home, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M 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 231396838.

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.