Defined Benefit (Pension) · DOL Form 5500 · 2023

Winter Haven Hospital, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
564
Participants Below avg headcount
80th
Percentile by assets National rank
$55,080
Avg per participant Low balance/head
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Official DOL plan name: Winter Haven Hospital Pension Plan · Sponsored by Winter Haven Hospital, Inc. · Florida · Healthcare & Social Assistance

$31M in assets, 564 participants

Winter Haven Hospital, Inc.'s Winter Haven Hospital Pension Plan reported $31M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,628 in Healthcare & Social Assistance (17,684 peers)

Where Winter Haven Hospital Pension Plan sits by assets

Winter Haven Hospital Pension Plan sits in the top quartile of all filed plans by assets, $31M for 564 participants (~$55,080/participant), up 9.8% in 2023.

#14,628
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Winter Haven Hospital Pension Plan's outsized position by total assets

Winter Haven Hospital Pension Plan vs every filed plan by assets

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

$31,064,885 Top 20% higher than 80% 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

Winter Haven Hospital 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. Winter Haven Hospital Pension Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winter Haven Hospital Pension Plan reported net income rose from $120K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Winter Haven Hospital Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Winter Haven Hospital Pension Plan reported participants fell from 588 in the plan year 2022 filing to 564 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 590724462 · Winter Haven Hospital, Inc. PY 2023 · Defined Benefit (Pension)

Winter Haven Hospital Pension Plan · $31M · 564 · 80th

  • EOY $31M
  • 5500 564
  • ASSETS 80th
  • PCT Defined Benefit (Pension)
  • EIN near Employees' Retirement Plan of Hartley & Parker Limited, Inc.
  • RANK ind #14628

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 Florida →

Winter Haven Hospital Pension Plan in the asset neighbourhood

Winter Haven Hospital Pension PlanWinter Haven Hospital Pensio…$31MEmployees' Retirement Plan of Hartley & Parker Limited, Inc.Employees' Retirement Plan o…$31MPhibro Animal Health Corporation Pension PlanPhibro Animal Health Corpora…$31MSheet Metal Workers Local #20 South Bend Area Pension FundSheet Metal Workers Local #2…$31MDefined Benefit Pension Plan of Covenant House, Inc.Defined Benefit Pension Plan…$31M
End-of-year total assets ($M) among Winter Haven Hospital Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN590724462
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winter Haven Hospital, Inc.)

Sponsor-wide plan assets over time

All Winter Haven Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 1.569376563485253% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.3M $28.7M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 588 $28M
2023 1 564 $31M
2024 1 533 $29M

Nearby Defined Benefit (Pension) Plans in Florida

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

Winter Haven Hospital Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Winter Haven Hospital Pension Plan, Total assets ($B): 0.031064885 · Participants: 564Winter Haven Hospital Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Winter Haven Hospital Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Winter Haven Hospital Pension Plan side-by-side with 3 peers →

Winter Haven Hospital Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Hartley & Parker Limited, Inc. in MA ($31M); by covered participants it is Retirement Income Plan for Employees of Ugi Utilities, Inc. in PA (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Winter Haven Hospital Pension Plan assets move in 2023? ▼
Winter Haven Hospital Pension Plan grew at a solid clip - up 9.8% during 2023, from $28M to $31M. Reported net income was $3M.
How have Winter Haven Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter Haven Hospital, Inc.'s sponsor-wide assets grew 1.6%, from $28M to $29M.
Where does Winter Haven Hospital Pension Plan rank by assets among Form 5500 filers? ▼
Winter Haven Hospital Pension Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Winter Haven Hospital Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Hartley & Parker Limited, Inc. in MA ($31M, 142 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Winter Haven Hospital Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Ugi Utilities, Inc. in PA (564 participants, $514M 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 590724462.

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.