Defined Benefit (Pension) · DOL Form 5500 · 2024

Pension Fund for Hospital and Health Care Employees Pension Plan

Data updated 2026-08-11

$353M
Total assets
1,910
Participants
96th
Percentile by assets
$184,681
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$353M
total plan assets (2024 EOY)
1,910
covered participants
96th
percentile by assets (of 123,622 plans)
$184,681
avg assets per participant

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.

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.

See the national 2023→2024 release diff →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity reports 1,910 participants - 2.3x that state average ($353M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$356M
Net Assets (End of Year)$352M
Net Income-$4M
Employer EIN232627428
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Fund for Hospital and Health Care Employees)

$352M$354M$356M$358M 202220232024 $357M $353M ▼ -1.1%
Total plan assets by year, all Pension Fund for Hospital and Health Care Employees plans on file
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.

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Fund for Hos…National Elevator In…Steelworkers Pension…The PNC Financial Se…The Bank of New York…Constellation Retire…
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity by total assets, not by location.

Frequently Asked Questions

How did Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity assets move in 2024?
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity held essentially flat - down 0.9% during 2024, from $356M to $353M. Reported net income was -$4M.
How have Pension Fund for Hospital and Health Care Employees plan assets changed over time?
Across 3 plan years on file (2022-2024), Pension Fund for Hospital and Health Care Employees's sponsor-wide assets declined 1.1%, from $357M to $353M.
Where does Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity rank by assets among Form 5500 filers?
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Univar Solutions Retirement Plan in IL ($353M, 478 participants).

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Filing takeaways

Ways to act on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's numbers.

  • By total assets, Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Pension Fund for Hospital and Health Care Employees's sponsor-wide assets have declined 1.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans