Defined Benefit (Pension) · DOL Form 5500 · 2024
Phoebe Putney Health System, Inc. Pension Plan
Data updated 2026-08-25
- $246M
- Total assets Near avg plan size
- 808
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $304,013
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Phoebe Putney Health System, Inc. · Sponsored by Phoebe Putney Health System, Inc. · Georgia · Healthcare & Social Assistance
$246M in assets, 808 participants
Phoebe Putney Health System, Inc.'s Retirement Plan for Employees of Phoebe Putney Health System, Inc. reported $246M in total assets and 808 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,161 in Healthcare & Social Assistance (16,916 peers)
Where Retirement Plan for Employees of Phoebe Putney Health System, Inc. sits by assets
Retirement Plan for Employees of Phoebe Putney Health System, Inc. sits in the top 5% of all filed plans by assets, $246M for 808 participants (~$304,013/participant), down 0.8% in 2024.
- #16,161
- in Healthcare & Social Assistance (16,916 peers)
- -0.8%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s outsized position by total assets
Retirement Plan for Employees of Phoebe Putney Health System, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$245,642,111 Top 5% higher than 95% 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 Plan for Employees of Phoebe Putney Health System, Inc. 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 Plan for Employees of Phoebe Putney Health System, Inc. sits mid-pack in the medium band (808 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. reported net income fell from $28M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. reported participants fell from 879 in the plan year 2023 filing to 808 in the plan year 2024 filing.
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. end-of-year assets fell from $248M in the plan year 2023 filing to $246M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 582001014 · Phoebe Putney Health System, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Phoebe Putney Health System, Inc. · $246M · 808 · 95th
- TYPE $246M
- TYPE 808
- TYPE 95th
- TYPE Defined Benefit (Pension)
- TYPE near Hilton Hotels Retirement Plan
- TYPE ind #16161
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 Georgia →
Retirement Plan for Employees of Phoebe Putney Health System, Inc. in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $248M |
|---|---|
| Net Assets (End of Year) | $244M |
| Net Income | -$3M |
| Employer EIN | 582001014 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoebe Putney Health System, Inc.)
Sponsor-wide plan assets over time
All Phoebe Putney Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $246M 11.675619809593522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 969 | $220M |
| 2023 | 1 | 879 | $248M |
| 2024 | 1 | 808 | $246M |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
Retirement Plan for Employees of Phoebe Putney Health System, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Hilton Hotels Retirement Plan in VA ($246M); by covered participants it is The Depository Trust & Clearing Corporation Retirement Plan in NJ (808 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246M here).
- Hilton Hotels Retirement Plan (VA) $246M · 551
- Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) $246M · 876
- Panasonic Pension Plan (NJ) $247M · 188
- Capital One Financial Corporation Cash Balance Pension Plan (VA) $247M · 550
Similar participant headcount
Nearest other-state filings by covered participants (808 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.