Defined Benefit (Pension) · DOL Form 5500 · 2024
Wellstar Health System, Inc. Pension Plan
Data updated 2026-08-25
- $620M
- Total assets Above avg plan size
- 12,371
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $50,109
- Avg per participant Low balance/head
Official DOL plan name: Wellstar Health System, Inc. Active Employees Retirement Plan B · Sponsored by Wellstar Health System, Inc. · Georgia · Healthcare & Social Assistance
$620M in assets, 12,371 participants
Wellstar Health System, Inc.'s Wellstar Health System, Inc. Active Employees Retirement Plan B reported $620M in total assets and 12,371 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,523 in Healthcare & Social Assistance (16,916 peers)
Coverage in Georgia
Wellstar Health System, Inc. Active Employees Retirement Plan B covers 12,371 participants in Georgia, 11x the typical Georgia plan (state average ~1,096 per filing). Assets: $620M.
- #16,523
- in Healthcare & Social Assistance (16,916 peers)
- +134.6%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellstar Health System, Inc. Active Employees Retirement Plan B's outsized position by total assets
Wellstar Health System, Inc. Active Employees Retirement Plan B vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$619,893,295 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wellstar Health System, Inc. Active Employees Retirement Plan B's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellstar Health System, Inc. Active Employees Retirement Plan B is a mega filing (12,371 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellstar Health System, Inc. Active Employees Retirement Plan B reported net income fell from $27M in the plan year 2023 filing to -$47M in the plan year 2024 filing.
- Wellstar Health System, Inc. Active Employees Retirement Plan B reported participants rose from 9,037 in the plan year 2023 filing to 12,371 in the plan year 2024 filing.
DOL schedule card
Filing strip 581649541 · Wellstar Health System, Inc. PY 2024 · Defined Benefit (Pension)
Wellstar Health System, Inc. Active Employees Retirement Plan B · $620M · 12,371 · 98th
- BOY $620M
- BOY 12,371
- BOY 98th
- BOY Defined Benefit (Pension)
- BOY near Retail, Wholesale & Department Store International Union and Industry Pension Fund
- BOY ind #16523
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 Georgia →
Wellstar Health System, Inc. Active Employees Retirement Plan B in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $264M |
|---|---|
| Net Assets (End of Year) | $620M |
| Net Income | -$47M |
| Employer EIN | 581649541 |
| Plan Effective Date | 2019-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellstar Health System, Inc.)
Sponsor-wide plan assets over time
All Wellstar Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 64.20101051727607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 38,490 | $3.0B |
| 2023 | 3 | 36,943 | $3.5B |
| 2024 | 3 | 49,923 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
Scale composition for Wellstar Health System, Inc. Active Employees Retirement Plan B
Wellstar Health System, Inc. Active Employees Retirement Plan B reports $620M in end-of-year assets across 12,371 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $50,109 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was -$47M.
This plan identity (EIN 581649541, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $677M to $620M (-8.4%) while covered participants moved from 10,259 to 12,371 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,259 | $677M | Open filing |
| 2023 | 9,037 | N/A | Open filing |
| 2024 · index core | 12,371 | $620M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (Other, $2.8B, 26,097 participants)
- Wellstar Health System, Inc. Pension Plan (Defined Benefit (Pension), $1.5B, 11,455 participants)
Wellstar Health System, Inc. Active Employees Retirement Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Retail, Wholesale & Department Store International Union and Industry Pension Fund in AL ($619M); by covered participants it is Eastern Atlantic States Carpenters Pension Fund in PA (12,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($620M here).
- Retail, Wholesale & Department Store International Union and Industry Pension Fund (AL) $619M · 1,556
- Pamcah-Ua Local 675 Pension Plan (HI) $622M · 1,532
- Willis North America Inc. Pension Plan (TN) $623M · 551
- Plumbers & Pipefitters Local Unions 502 & 633 Pens (MI) $623M · 2,160
Similar participant headcount
Nearest other-state filings by covered participants (12,371 participants); asset peers above are excluded.
- Eastern Atlantic States Carpenters Pension Fund (PA) 12,421 · 50 off
- Nylic Retirement Plan (NY) 12,292 · 79 off
- Cigna Pension Plan (PA) 12,279 · 92 off
- Massachusetts Institute of Technology Basic Retirement Plan (MA) 12,533 · 162 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.