Clarion Healthcare System, Inc. Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA โ verify with linked source filings below.
Sponsored by Clarion Healthcare System, Inc. ยท Pennsylvania ยท Healthcare & Social Assistance
What the 2023 filing shows
Clarion Healthcare System, Inc. Pension Plan holds $17M for 191 participants - about $87,569 per participant, up 3.1% over the 2024 plan year.
- $17M
- total plan assets (2024 EOY)
- 191
- covered participants
- $87,569
- avg assets per participant
- +3.1%
- assets growth YoY
What the Filing Says About Clarion Healthcare System, Inc. Pension Plan
Clarion Healthcare System, Inc. Pension Plan is a Money Purchase retirement plan sponsored by Clarion Healthcare System, Inc., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 191 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251534023, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $16M at the beginning of 2024 to $17M at year-end โ a gain of 3.1%. Net assets (after liabilities) closed the year at $17M, with reported net income of $508K 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 โ 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) | $16M |
| Total Assets (End of Year) | $17M |
| Net Assets (End of Year) | $17M |
| Net Income | $508K |
| Plan Type | Money Purchase |
| Employer EIN | 251534023 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clarion Healthcare System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $16M |
| 2023 | 1 | 213 | $16M |
| 2024 | 1 | 191 | $17M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans โ same state, same plan type โ ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M ยท 3,684
- IBEW Local Union No. 126 Retirement Plan $877M ยท 3,465
- Duane Morris Retirement Plan $321M ยท 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M ยท 658
- Milton Hershey School Money Purchase Pension Plan $162M ยท 1,331
Related Data
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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) โ original filing retrieval by EIN 251534023.
Reference: IRS Publication 560 โ Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B โ Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology โ how this data is sourced, computed, and verified.