Defined Benefit (Pension) · DOL Form 5500 · 2024
Alaska Heart Institute, LLC Pension Plan
Data updated 2026-08-11
- $12M
- Total assets
- 223
- Participants
- 60th
- Percentile by assets
- $55,698
- Avg per participant
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.
- 60th percentile by assets (of 123,622 plans)
- #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.
- $12M
- total plan assets (2024 EOY)
- 223
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $55,698
- avg assets per participant
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.
Participants vs Alaska filers
In Alaska, the average filing covers about 481 participants across 275 plans. Alaska Heart Institute, LLC Cash Balance Plan reports 223 participants - about 46% of that state average ($12M EOY assets).
Alaska filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 920165692 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alaska Heart Institute, LLC)
| 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
- Alaska Electrical Pension Plan $2.1B · 3,898
- Alaska Teamster-Employer Pension Trust $534M · 3,901
- Global Defined Benefit Retirement Plan $182M · 130
- Alyeska Pipeline Service Company Pension Plan for Operating Company Employees $160M · 668
- Golden Valley Electric Association Retirement Plan $99M · 99
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Alaska Heart Institute, LLC Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Alaska Heart Institute, LLC Cash Balance Plan assets move in 2024? ▼
How have Alaska Heart Institute, LLC plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Alaska Heart Institute, LLC Cash Balance Plan? ▼
Next read for Alaska Heart Institute, LLC Cash Balance…
Filing takeaways
Ways to act on Alaska Heart Institute, LLC Cash Balance Plan's numbers.
- By total assets, Alaska Heart Institute, LLC Cash Balance Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alaska. Compare plans
- Alaska Heart Institute, LLC's sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans