Defined Benefit (Pension) · DOL Form 5500 · 2024

South Peninsula Hospital Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
136
Participants Small participant base
64th
Percentile by assets National rank
$109,261
Avg per participant Below avg balance/head
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Official DOL plan name: South Peninsula Hospital Employees Pension Plan and Trust · Sponsored by South Peninsula Hospital · Alaska · Healthcare & Social Assistance

$15M in assets, 136 participants

South Peninsula Hospital's South Peninsula Hospital Employees Pension Plan and Trust reported $15M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,708 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alaska

South Peninsula Hospital Employees Pension Plan and Trust covers 136 participants in Alaska, about 28% of the average Alaska filer (state average ~481 per filing). Assets: $15M.

#11,708
in Healthcare & Social Assistance (16,916 peers)
-11.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Peninsula Hospital Employees Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

South Peninsula Hospital Employees Pension Plan and Trust vs every filed plan by assets

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

$14,859,439 Top 36% higher than 64% 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

South Peninsula Hospital Employees Pension Plan and Trust 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. South Peninsula Hospital Employees Pension Plan and Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Peninsula Hospital Employees Pension Plan and Trust reported net income rose from -$7M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • South Peninsula Hospital Employees Pension Plan and Trust end-of-year assets fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • South Peninsula Hospital Employees Pension Plan and Trust reported participants fell from 145 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 920037099 · South Peninsula Hospital PY 2024 · Defined Benefit (Pension)

South Peninsula Hospital Employees Pension Plan and Trust · $15M · 136 · 64th

  • PART $15M
  • PART 136
  • PART 64th
  • PART Defined Benefit (Pension)
  • PART near Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan
  • PART ind #11708

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 →

South Peninsula Hospital Employees Pension Plan and Trust in the asset neighbourhood

Natural Gas Solutions North America Pension PlanNatural Gas Solutions North …$15MLocal 6559 Pension Fund$15MSouth Peninsula Hospital Employees Pension Plan and TrustSouth Peninsula Hospital Emp…$15MTheatrical Stage Employees Union Local No. 27 Defined Benefit PlanTheatrical Stage Employees U…$15MRetirement Plan for Non-Bargaining Employees of Ace Glass IncorporatedRetirement Plan for Non-Barg…$15M
End-of-year total assets ($M) among South Peninsula Hospital Employees Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alaska filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN920037099
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Peninsula Hospital)

Sponsor-wide plan assets over time

All South Peninsula Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$42M 8.811628775425513% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $38.5M $41.9M ▲ +8.8%
Year Plans Participants Total Assets
2022 3 557 $39M
2023 3 584 $37M
2024 3 651 $42M

Nearby Defined Benefit (Pension) Plans in Alaska

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

South Peninsula Hospital Employees Pension Plan and Trust 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 ($B) Participants South Peninsula Hospital Employees Pension Plan and Trust, Total assets ($B): 0.014859439 · Participants: 136South Peninsula Hospital Employees Pension Plan and TrustAlaska 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
South Peninsula Hospital Employees Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alaska, assets vs. participants

South Peninsula Hospital Employees Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alaska, the nearest Defined Benefit (Pension) by assets is Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan in OH ($15M); by covered participants it is Shure Incorporated Employees' Retirement Plan in IL (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 South Peninsula Hospital Employees Pension Plan and Trust assets move in 2024? ▼
South Peninsula Hospital Employees Pension Plan and Trust pulled back noticeably - down 11.4% during 2024, from $17M to $15M. Reported net income was -$2M.
How have South Peninsula Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Peninsula Hospital's sponsor-wide assets grew 8.8%, from $39M to $42M.
Which Defined Benefit (Pension) plans are similar in size to South Peninsula Hospital Employees Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan in OH ($15M, 95 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to South Peninsula Hospital Employees Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shure Incorporated Employees' Retirement Plan in IL (136 participants, $15M in assets).