Defined Benefit (Pension) · DOL Form 5500 · 2024

Alaska Heart Institute, LLC Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
223
Participants Below avg headcount
60th
Percentile by assets National rank
$55,698
Avg per participant Low balance/head
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Official DOL plan name: Alaska Heart Institute, LLC Cash Balance Plan · Sponsored by Alaska Heart Institute, LLC · Alaska · Healthcare & Social Assistance

$12M in assets, 223 participants

Alaska Heart Institute, LLC's Alaska Heart Institute, LLC Cash Balance Plan reported $12M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,113 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alaska

Alaska Heart Institute, LLC Cash Balance Plan covers 223 participants in Alaska, about 46% of the average Alaska filer (state average ~481 per filing). Assets: $12M.

#11,113
in Healthcare & Social Assistance (16,916 peers)
+24.6%
assets growth YoY

Alaska Heart Institute, LLC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alaska Heart Institute, LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,420,594 Top 40% higher than 60% of 123,620 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 2024

Alaska Heart Institute, LLC Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alaska Heart Institute, LLC Cash Balance Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alaska Heart Institute, LLC Cash Balance Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alaska Heart Institute, LLC Cash Balance Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 920165692 · Alaska Heart Institute, LLC PY 2024 · Defined Benefit (Pension)

Alaska Heart Institute, LLC Cash Balance Plan · $12M · 223 · 60th

  • 5500 $12M
  • 5500 223
  • 5500 60th
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of Halocarbon Products Corporation
  • 5500 ind #11113

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 Alaska →

Alaska Heart Institute, LLC Cash Balance Plan in the asset neighbourhood

Jones Memorial Hospital Pension PlanJones Memorial Hospital Pens…$12MAlaska Heart Institute, LLC Cash Balance PlanAlaska Heart Institute, LLC …$12MRetirement Plan for Employees of Halocarbon Products CorporationRetirement Plan for Employee…$12MLocal 1804-1 Pension Plan$12MMansfield Plumbing Products LLC Retirement Plan for Hourly EmployeesMansfield Plumbing Products …$12M
End-of-year total assets ($M) among Alaska Heart Institute, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alaska filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN920165692
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alaska Heart Institute, LLC)

Sponsor-wide plan assets over time

All Alaska Heart Institute, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 30.80450391052767% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $66.4M $86.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 2 443 $66M
2023 2 477 $77M
2024 2 483 $87M

Nearby Defined Benefit (Pension) Plans in Alaska

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

Alaska Heart Institute, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Alaska Heart Institute, LLC Cash Balance Plan, Total assets ($B): 0.012420594 · Participants: 223Alaska Heart Institute, LLC Cash Balance PlanAlaska Electrical Pension Plan, Total assets ($B): 2.072617155 · Participants: 3898Alaska Electrical Pension PlanAlaska Teamster-Employer Pension Trust, Total assets ($B): 0.53419704 · Participants: 3901Alaska Teamster-Employer Pension TrustGlobal Defined Benefit Retirement Plan, Total assets ($B): 0.181829861 · Participants: 130Global Defined Benefit Retirement PlanAlyeska Pipeline Service Company Pension Plan for Operating Company Employees, Total assets ($B): 0.160153603 · Participants: 668Alyeska Pipeline Service Company Pension Plan for Operating Company EmployeesGolden Valley Electric Association Retirement Plan, Total assets ($B): 0.09938627 · Participants: 99Golden Valley Electric Association Retirement Plan
Alaska Heart Institute, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants
Compare Alaska Heart Institute, LLC Cash Balance Plan side-by-side with 3 peers →

Alaska Heart Institute, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alaska, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Halocarbon Products Corporation in GA ($12M); by covered participants it is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alaska Heart Institute, LLC Cash Balance Plan assets move in 2024? ▼
Alaska Heart Institute, LLC Cash Balance Plan grew sharply - up 24.6% during 2024, from $10M to $12M. Reported net income was $2M.
How have Alaska Heart Institute, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alaska Heart Institute, LLC's sponsor-wide assets grew 30.8%, from $66M to $87M.
Which Defined Benefit (Pension) plans are similar in size to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Halocarbon Products Corporation in GA ($12M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY (223 participants, $91M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920165692.

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.