Defined Benefit (Pension) · DOL Form 5500 · 2024
Harnett Health System, Inc. Pension Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $186,248
- Avg per participant Above avg balance/head
Official DOL plan name: Harnett Health System, Inc. Employees' Pension Plan · Sponsored by Harnett Health System, Inc. · North Carolina · Healthcare & Social Assistance
$21M in assets, 113 participants
Harnett Health System, Inc.'s Harnett Health System, Inc. Employees' Pension Plan reported $21M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,794 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Harnett Health System, Inc. Employees' Pension Plan covers 113 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.
- #12,794
- in Healthcare & Social Assistance (16,916 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harnett Health System, Inc. Employees' Pension Plan's outsized position by total assets
Harnett Health System, Inc. Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,045,968 Top 29% higher than 71% 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
Harnett Health System, Inc. 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. Harnett Health System, Inc. Employees' Pension Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harnett Health System, Inc. Employees' Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$156K in the plan year 2024 filing.
- Harnett Health System, Inc. Employees' Pension Plan reported participants fell from 134 in the plan year 2023 filing to 113 in the plan year 2024 filing.
- Harnett Health System, Inc. Employees' Pension Plan end-of-year assets fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560603898 · Harnett Health System, Inc. PY 2024 · Defined Benefit (Pension)
Harnett Health System, Inc. Employees' Pension Plan · $21M · 113 · 71st
- ASSETS $21M
- PCT 113
- EIN 71st
- RANK Defined Benefit (Pension)
- PHOTO near Waterbury Hospital Cash Balance Retirement Plan
- IND ind #12794
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 →
Harnett Health System, Inc. Employees' Pension Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$156K |
| Employer EIN | 560603898 |
| Plan Effective Date | 1983-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harnett Health System, Inc.)
Sponsor-wide plan assets over time
All Harnett Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 8.007916949739116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,138 | $51M |
| 2023 | 2 | 1,030 | $54M |
| 2024 | 2 | 991 | $55M |
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
Harnett Health System, Inc. 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 Waterbury Hospital Cash Balance Retirement Plan in CT ($21M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Waterbury Hospital Cash Balance Retirement Plan (CT) $21M · 303
- R. G. Barry Corporation Associates' Retirement Plan (OH) $21M · 9
- The National Board of Boiler and Pressure Vessel Inspectors Pension Plan (OH) $21M · 22
- The Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension Plan (CA) $21M · 14
Similar participant headcount
Nearest other-state filings by covered participants (113 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.