Defined Benefit (Pension) · DOL Form 5500 · 2024

The Guthrie Clinic Pension Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
149
Participants Small participant base
90th
Percentile by assets National rank
$668,520
Avg per participant High balance/head
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Official DOL plan name: Guthrie Retirement Plan · Sponsored by The Guthrie Clinic · Pennsylvania · Healthcare & Social Assistance

$100M in assets, 149 participants

The Guthrie Clinic's Guthrie Retirement Plan reported $100M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,488 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Guthrie Retirement Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $100M.

#15,488
in Healthcare & Social Assistance (16,916 peers)
-4.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Guthrie Retirement Plan's outsized position by total assets

Guthrie Retirement Plan vs every filed plan by assets

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

$99,609,507 Top 10% higher than 90% 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

Guthrie Retirement 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. Guthrie Retirement Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Guthrie Retirement Plan reported net income fell from $924K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Guthrie Retirement Plan reported participants fell from 176 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Guthrie Retirement Plan end-of-year assets fell from $105M in the plan year 2023 filing to $100M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 233055017 · The Guthrie Clinic PY 2024 · Defined Benefit (Pension)

Guthrie Retirement Plan · $100M · 149 · 90th

  • IND $100M
  • EOY 149
  • 5500 90th
  • ASSETS Defined Benefit (Pension)
  • PCT near The San Diego Union-Tribune LLC Retirement Plan
  • EIN ind #15488

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 →

Guthrie Retirement Plan in the asset neighbourhood

Middlesex Water Company Pension PlanMiddlesex Water Company Pens…$100MAmerican Speech-Language-Hearing Association Retirement Income PlanAmerican Speech-Language-Hea…$100MGuthrie Retirement Plan$100MThe San Diego Union-Tribune LLC Retirement PlanThe San Diego Union-Tribune …$100MPension Plan for Employees of a.M. Castle & Co.Pension Plan for Employees o…$100M
End-of-year total assets ($M) among Guthrie Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$100M
Net Income-$5M
Employer EIN233055017
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guthrie Clinic)

Sponsor-wide plan assets over time

All The Guthrie Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$952M 37.850978824664644% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $691M $952M ▲ +37.9%
Year Plans Participants Total Assets
2022 3 6,779 $691M
2023 3 7,259 $799M
2024 3 7,794 $952M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Guthrie Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Guthrie Retirement Plan, Total assets ($B): 0.099609507 · Participants: 149Guthrie Retirement 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
Guthrie Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Guthrie Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The San Diego Union-Tribune LLC Retirement Plan in CO ($100M); by covered participants it is St. Paul Eye Clinic Cash Balance Pension Plan in MN (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Guthrie Retirement Plan assets move in 2024? ▼
Guthrie Retirement Plan edged down modestly - down 4.7% during 2024, from $105M to $100M. Reported net income was -$5M.
How have The Guthrie Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guthrie Clinic's sponsor-wide assets grew 37.9%, from $691M to $952M.
Where does Guthrie Retirement Plan rank by assets among Form 5500 filers? ▼
Guthrie Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Guthrie Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The San Diego Union-Tribune LLC Retirement Plan in CO ($100M, 54 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Guthrie Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Paul Eye Clinic Cash Balance Pension Plan in MN (149 participants, $8M 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 233055017.

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.