Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

YUMA REGIONAL MEDICAL CENTER PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YUMA REGIONAL MEDICAL CENTER

This Defined Benefit (Pension) plan holds $171M in total assets and serves 372 participants as of 2023. It is sponsored by YUMA REGIONAL MEDICAL CENTER in Arizona. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$171M
Participants
372
State
Industry
Healthcare & Social Assistance

What the Filing Says About YUMA REGIONAL MEDICAL CENTER PENSION PLAN

YUMA REGIONAL MEDICAL CENTER PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by YUMA REGIONAL MEDICAL CENTER, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $171M in total end-of-year assets and covers 372 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 866007596, and the plan has been effective since 1975-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $155M at the beginning of 2023 to $171M at year-end — a gain of 10.1%. Net assets (after liabilities) closed the year at $171M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$155M
Total Assets (End of Year)$171M
Net Assets (End of Year)$171M
Net Income$15M
Plan TypeDefined Benefit (Pension)
Employer EIN866007596
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YUMA REGIONAL MEDICAL CENTER)

Year Plans Participants Total Assets
2022 2 2,950 $277M
2023 2 3,080 $325M
2024 1 2,934 $181M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Frequently Asked Questions

How much money is in the YUMA REGIONAL MEDICAL CENTER PENSION PLAN?
As of the 2023 Form 5500 filing, YUMA REGIONAL MEDICAL CENTER PENSION PLAN holds $171M in total assets with 372 participants. It is sponsored by YUMA REGIONAL MEDICAL CENTER.
What type of plan is YUMA REGIONAL MEDICAL CENTER PENSION PLAN?
YUMA REGIONAL MEDICAL CENTER PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1975-10-01. The plan is filed with the U.S. Department of Labor under EIN 866007596.
Who sponsors the YUMA REGIONAL MEDICAL CENTER PENSION PLAN?
YUMA REGIONAL MEDICAL CENTER PENSION PLAN is sponsored by YUMA REGIONAL MEDICAL CENTER, located in Arizona. The sponsor's EIN is 866007596 and the plan operates in the Healthcare & Social Assistance industry.
How did YUMA REGIONAL MEDICAL CENTER PENSION PLAN perform in 2023?
YUMA REGIONAL MEDICAL CENTER PENSION PLAN grew by 10.1% during 2023, moving from $155M to $171M in total assets. Net income was $15M.
Where can I find official filings for YUMA REGIONAL MEDICAL CENTER PENSION PLAN?
Official Form 5500 filings for YUMA REGIONAL MEDICAL CENTER PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 866007596 or plan name at efast.dol.gov.
How does YUMA REGIONAL MEDICAL CENTER PENSION PLAN compare to other plans?
You can compare YUMA REGIONAL MEDICAL CENTER PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 866007596.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.