Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

South Peninsula Hospital 403(b) Plan for Union Employees

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by South Peninsula Hospital, Inc. Β· Alaska Β· Healthcare & Social Assistance

What the 2023 filing shows

South Peninsula Hospital 403(b) Plan for Union Employees holds $10M for 363 participants - about $26,687 per participant, up 33.5% over the 2024 plan year.

$10M
total plan assets (2024 EOY)
363
covered participants
$26,687
avg assets per participant
+33.5%
assets growth YoY
Total Assets (2023)
$10M
Participants
363
State
Industry
Healthcare & Social Assistance

What the Filing Says About South Peninsula Hospital 403(b) Plan for Union Employees

South Peninsula Hospital 403(b) Plan for Union Employees is a Profit Sharing retirement plan sponsored by South Peninsula Hospital, Inc., headquartered in Alaska. As of the 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 363 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 920037099, and the plan has been effective since 2015-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $10M at year-end β€” a gain of 33.5%. Net assets (after liabilities) closed the year at $10M, with reported net income of $2M 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 β€” 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)$7M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN920037099
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Peninsula Hospital, Inc.)

Year Plans Participants Total Assets
2022 3 557 $39M
2023 3 584 $37M
2024 3 651 $42M

Nearby Profit Sharing Plans in Alaska

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the South Peninsula Hospital 403(b) Plan for Union Employees?
As of the 2024 Form 5500 filing, South Peninsula Hospital 403(b) Plan for Union Employees holds $10M in total assets with 363 participants. It is sponsored by South Peninsula Hospital, Inc..
What type of plan is South Peninsula Hospital 403(b) Plan for Union Employees?
South Peninsula Hospital 403(b) Plan for Union Employees is a Profit Sharing plan. It has been effective since 2015-03-01. The plan is filed with the U.S. Department of Labor under EIN 920037099.
Who sponsors the South Peninsula Hospital 403(b) Plan for Union Employees?
South Peninsula Hospital 403(b) Plan for Union Employees is sponsored by South Peninsula Hospital, Inc., located in Alaska. The sponsor's EIN is 920037099 and the plan operates in the Healthcare & Social Assistance industry.
How did South Peninsula Hospital 403(b) Plan for Union Employees perform in 2024?
South Peninsula Hospital 403(b) Plan for Union Employees grew by 33.5% during 2024, moving from $7M to $10M in total assets. Net income was $2M.
Where can I find official filings for South Peninsula Hospital 403(b) Plan for Union Employees?
Official Form 5500 filings for South Peninsula Hospital 403(b) Plan for Union Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920037099 or plan name at efast.dol.gov.
How does South Peninsula Hospital 403(b) Plan for Union Employees compare to other plans?
You can compare South Peninsula Hospital 403(b) Plan for Union Employees against other Profit Sharing plans on the plan type page, or view plans in Alaska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 920037099.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.