Defined Benefit (Pension) · DOL Form 5500 · 2024
Northern Arizona Healthcare Pension Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 172
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $852,059
- Avg per participant High balance/head
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.
- #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.
- #15,847
- in Healthcare & Social Assistance (16,916 peers)
- -3.3%
- assets change YoY
- 1.5×
- 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.
Retirement Income Plan for Employees of Northern Arizona Healthcare's outsized position by total assets
Retirement Income Plan for Employees of Northern Arizona Healthcare vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$146,554,149 Top 7% higher than 93% 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
Retirement Income Plan for Employees of Northern Arizona Healthcare 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. Retirement Income Plan for Employees of Northern Arizona Healthcare sits mid-pack in the medium band (172 participants).
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.
Form 5500 schedule snapshot
Filing strip 742410946 · Northern Arizona Healthcare PY 2024 · Defined Benefit (Pension)
Retirement Income Plan for Employees of Northern Arizona Healthcare · $147M · 172 · 93rd
- PART $147M
- PART 172
- PART 93rd
- PART Defined Benefit (Pension)
- PART near Bac Local Union 15 Pension Fund
- PART ind #15847
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 Arizona →
Retirement Income Plan for Employees of Northern Arizona Healthcare in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Northern Arizona Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $560M 24.298617161254% vs 2022
- 2024 filing year
| 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.
- 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
Retirement Income Plan for Employees of Northern Arizona Healthcare's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Bac Local Union 15 Pension Fund in MO ($147M); by covered participants it is Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a in NC (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a (NC) 172 · 0 off
- Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan B (NC) 172 · 0 off
- Pension Plan for the Employees of Ennis, Inc. (TX) 172 · 0 off
- Nuclear Fuel Services, Inc. Retirement Plan for Salaried Employees (NC) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.