Defined Benefit (Pension) · DOL Form 5500 · 2024
Pension Fund for Hospital and Health Care Employees Pension Plan
Data updated 2026-08-25
- $353M
- Total assets Above avg plan size
- 1,910
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $184,681
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity · Sponsored by Pension Fund for Hospital and Health Care Employees · Pennsylvania · Healthcare & Social Assistance
$353M in assets, 1,910 participants
Pension Fund for Hospital and Health Care Employees's Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity reported $353M in total assets and 1,910 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,312 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity covers 1,910 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $353M.
- #16,312
- in Healthcare & Social Assistance (16,916 peers)
- -0.9%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's outsized position by total assets
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$352,740,945 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity lands in the large band (1,910 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity reported net income fell from -$307K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity end-of-year assets fell from $356M in the plan year 2023 filing to $353M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232627428 · Pension Fund for Hospital and Health Care Employees PY 2024 · Defined Benefit (Pension)
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity · $353M · 1,910 · 96th
- EBSA $353M
- PART 1,910
- TYPE 96th
- NET Defined Benefit (Pension)
- BOOK near Univar Solutions Retirement Plan
- VS-ST ind #16312
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 →
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $356M |
|---|---|
| Net Assets (End of Year) | $352M |
| Net Income | -$4M |
| Employer EIN | 232627428 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Fund for Hospital and Health Care Employees)
Sponsor-wide plan assets over time
All Pension Fund for Hospital and Health Care Employees plans reported in each filing year
- Latest sponsor-wide plan assets
- $353M 1.0697294151883165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,880 | $357M |
| 2023 | 1 | 1,911 | $356M |
| 2024 | 1 | 1,910 | $353M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Univar Solutions Retirement Plan in IL ($353M); by covered participants it is Employers Mutual Casualty Company Retirement Plan in IA (1,908 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($353M here).
- Univar Solutions Retirement Plan (IL) $353M · 478
- Basf Corporation Consolidated Bargaining Unit Employees' Pension Plan (NJ) $352M · 449
- Packaging Corporation of America Hourly Pension Plan (IL) $352M · 3,177
- Cleveland Bakers and Teamsters Pension Fund (OH) $350M · 1,990
Similar participant headcount
Nearest other-state filings by covered participants (1,910 participants); asset peers above are excluded.
- Employers Mutual Casualty Company Retirement Plan (IA) 1,908 · 2 off
- Msi Pension Plan (IL) 1,913 · 3 off
- Sheet Metal Workers' Local 73 Pension Fund (IL) 1,914 · 4 off
- Truck Drivers & Helpers Local Union No. 355 Retirement Plan (MD) 1,905 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.