Defined Benefit (Pension) · DOL Form 5500 · 2024
Scotland Health Care System Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $17,417
- Avg per participant Low balance/head
Official DOL plan name: Scotland Health Care System Employees' Pension Plan · Sponsored by Scotland Health Care System · North Carolina · Healthcare & Social Assistance
$5M in assets, 305 participants
Scotland Health Care System's Scotland Health Care System Employees' Pension Plan reported $5M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,846 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Scotland Health Care System Employees' Pension Plan covers 305 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #7,846
- in Healthcare & Social Assistance (16,916 peers)
- -86.0%
- assets change YoY
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Scotland Health Care System Employees' Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Scotland Health Care System Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,312,206 43rd percentile higher than 43% 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
Scotland Health Care System Employees' Pension 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. Scotland Health Care System Employees' Pension Plan sits mid-pack in the medium band (305 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scotland Health Care System Employees' Pension Plan end-of-year assets fell from $38M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Scotland Health Care System Employees' Pension Plan reported net income fell from -$21M in the plan year 2023 filing to -$33M in the plan year 2024 filing.
- Scotland Health Care System Employees' Pension Plan reported participants fell from 336 in the plan year 2023 filing to 305 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581847657 · Scotland Health Care System PY 2024 · Defined Benefit (Pension)
Scotland Health Care System Employees' Pension Plan · $5M · 305 · 43rd
- RANK $5M
- PHOTO 305
- IND 43rd
- EOY Defined Benefit (Pension)
- 5500 near Retirement Plan for Salaried Employees of Tinius Olsen Testing Machine Company
- ASSETS ind #7846
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 North Carolina →
Scotland Health Care System Employees' Pension Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$33M |
| Employer EIN | 581847657 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scotland Health Care System)
Sponsor-wide plan assets over time
All Scotland Health Care System plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 91.01958589217453% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 369 | $59M |
| 2023 | 1 | 336 | $38M |
| 2024 | 1 | 305 | $5M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Scotland Health Care System Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of Tinius Olsen Testing Machine Company in PA ($5M); by covered participants it is Ohio Gastroenterology Group, Inc. Cash Balance Pension Plan in OH (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (305 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.