Defined Benefit (Pension) · DOL Form 5500 · 2024
Northern Arizona Healthcare Pension Plan
Data updated 2026-08-11
- $147M
- Total assets
- 172
- Participants
- 93rd
- Percentile by assets
- $852,059
- Avg per participant
Official DOL plan name: Retirement Income Plan for Employees of Northern Arizona Healthcare · Sponsored by Northern Arizona Healthcare · Arizona · Healthcare & Social Assistance
$147M in assets, 172 participants
Northern Arizona Healthcare's Retirement Income Plan for Employees of Northern Arizona Healthcare reported $147M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #15,847 in Healthcare & Social Assistance (16,916 peers)
Coverage in Arizona
Retirement Income Plan for Employees of Northern Arizona Healthcare covers 172 participants in Arizona, about 31% of the average Arizona filer (state average ~564 per filing). Assets: $147M.
- $147M
- total plan assets (2024 EOY)
- 172
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $852,059
- avg assets per participant
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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Income Plan for Employees of Northern Arizona Healthcare reported net income fell from $1M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Retirement Income Plan for Employees of Northern Arizona Healthcare reported participants fell from 199 in the plan year 2023 filing to 172 in the plan year 2024 filing.
- Retirement Income Plan for Employees of Northern Arizona Healthcare end-of-year assets fell from $152M in the plan year 2023 filing to $147M in the plan year 2024 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Retirement Income Plan for Employees of Northern Arizona Healthcare reports 172 participants - about 31% of that state average ($147M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | -$5M |
| Employer EIN | 742410946 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Arizona Healthcare)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,518 | $451M |
| 2023 | 2 | 3,648 | $514M |
| 2024 | 2 | 3,782 | $560M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Income Plan for Employees of Northern Arizona Healthcare vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Income Plan for Employees of Northern Arizona Healthcare by total assets, not by location.
- Bac Local Union 15 Pension Fund (MO) $147M · 524
- Investors Bank Pension Plan (RI) $146M · 281
- Valmet Inc, Defined Benefit Plan (GA) $147M · 83
- Laborers District Council Pension and Disability Trust Fund No. 2 (MD) $146M · 1,893
Frequently Asked Questions
How did Retirement Income Plan for Employees of Northern Arizona Healthcare assets move in 2024? ▼
How have Northern Arizona Healthcare plan assets changed over time? ▼
Where does Retirement Income Plan for Employees of Northern Arizona Healthcare rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Income Plan for Employees of Northern Arizona Healthcare? ▼
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Filing takeaways
Ways to act on Retirement Income Plan for Employees of Northern Arizona Healthcare's numbers.
- By total assets, Retirement Income Plan for Employees of Northern Arizona Healthcare ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Northern Arizona Healthcare's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans