Defined Benefit (Pension) · DOL Form 5500 · 2024

Penn Highlands Healthcare Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
460
Participants Below avg headcount
88th
Percentile by assets National rank
$153,324
Avg per participant Above avg balance/head
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Official DOL plan name: Phh Pension Plan · Sponsored by Penn Highlands Healthcare · Pennsylvania · Healthcare & Social Assistance

$71M in assets, 460 participants

Penn Highlands Healthcare's Phh Pension Plan reported $71M in total assets and 460 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,113 in Healthcare & Social Assistance (16,916 peers)

Where Phh Pension Plan sits by assets

Phh Pension Plan sits in the top quartile of all filed plans by assets, $71M for 460 participants (~$153,324/participant), down 47.4% in 2024.

#15,113
in Healthcare & Social Assistance (16,916 peers)
-47.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phh Pension Plan's outsized position by total assets

Phh Pension Plan vs every filed plan by assets

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

$70,529,170 Top 12% higher than 88% 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

Phh Pension 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. Phh Pension Plan sits mid-pack in the medium band (460 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phh Pension Plan reported net income fell from $5M in the plan year 2023 filing to -$64M in the plan year 2024 filing.
  • Phh Pension Plan end-of-year assets fell from $134M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Phh Pension Plan reported participants fell from 521 in the plan year 2023 filing to 460 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 320345810 · Penn Highlands Healthcare PY 2024 · Defined Benefit (Pension)

Phh Pension Plan · $71M · 460 · 88th

  • IND $71M
  • EOY 460
  • 5500 88th
  • ASSETS Defined Benefit (Pension)
  • PCT near Floyd Healthcare Management, Inc. Retirement Plan
  • EIN ind #15113

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 Pennsylvania →

Phh Pension Plan in the asset neighbourhood

Vectren Corporation Combined Non-Bargaining Retirement PlanVectren Corporation Combined…$71MSedgwick Retirement Plan$71MPhh Pension Plan$71MFloyd Healthcare Management, Inc. Retirement PlanFloyd Healthcare Management,…$71MLewis Brothers Bakeries, Inc. Pension PlanLewis Brothers Bakeries, Inc…$70M
End-of-year total assets ($M) among Phh Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$71M
Net Income-$64M
Employer EIN320345810
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Highlands Healthcare)

Sponsor-wide plan assets over time

All Penn Highlands Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$401M 85.2002576506158% vs 2022
2024 filing year
$100M$200M$300M$400M$500M 202220232024 $217M $401M ▲ +85.2%
Year Plans Participants Total Assets
2022 1 3,350 $217M
2023 2 4,174 $409M
2024 2 4,591 $401M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Phh Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Phh Pension Plan, Total assets ($B): 0.07052917 · Participants: 460Phh Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Phh Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Phh Pension Plan side-by-side with 3 peers →

Phh Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Floyd Healthcare Management, Inc. Retirement Plan in GA ($71M); by covered participants it is Kansas City Division Hourly Employees' Pension Plan in NC (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Phh Pension Plan assets move in 2024? ▼
Phh Pension Plan contracted severely - down 47.4% during 2024, from $134M to $71M. Reported net income was -$64M.
How have Penn Highlands Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Highlands Healthcare's sponsor-wide assets grew 85.2%, from $217M to $401M.
Where does Phh Pension Plan rank by assets among Form 5500 filers? ▼
Phh Pension Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Phh Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Floyd Healthcare Management, Inc. Retirement Plan in GA ($71M, 342 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Phh Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kansas City Division Hourly Employees' Pension Plan in NC (460 participants, $382M 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 320345810.

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.