Defined Benefit (Pension) · DOL Form 5500 · 2024

Winter Haven Hospital, Inc. Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
533
Participants Below avg headcount
77th
Percentile by assets National rank
$53,929
Avg per participant Low balance/head
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Official DOL plan name: Winter Haven Hospital Pension Plan · Sponsored by Winter Haven Hospital, Inc. · Florida · Healthcare & Social Assistance

$29M in assets, 533 participants

Winter Haven Hospital, Inc.'s Winter Haven Hospital Pension Plan reported $29M in total assets and 533 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,552 in Healthcare & Social Assistance (16,916 peers)

Where Winter Haven Hospital Pension Plan sits by assets

Winter Haven Hospital Pension Plan sits in the top quartile of all filed plans by assets, $29M for 533 participants (~$53,929/participant), down 7.5% in 2024.

#13,552
in Healthcare & Social Assistance (16,916 peers)
-7.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winter Haven Hospital Pension Plan's outsized position by total assets

Winter Haven Hospital Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,744,291 Top 23% higher than 77% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Winter Haven Hospital 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. Winter Haven Hospital Pension Plan sits mid-pack in the medium band (533 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winter Haven Hospital Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Winter Haven Hospital Pension Plan end-of-year assets fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Winter Haven Hospital Pension Plan reported participants fell from 564 in the plan year 2023 filing to 533 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 590724462 · Winter Haven Hospital, Inc. PY 2024 · Defined Benefit (Pension)

Winter Haven Hospital Pension Plan · $29M · 533 · 77th

  • IND $29M
  • EOY 533
  • 5500 77th
  • ASSETS Defined Benefit (Pension)
  • PCT near Unholtz-Dickie Corporation Retirement Plan
  • EIN ind #13552

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 Florida →

Winter Haven Hospital Pension Plan in the asset neighbourhood

Unholtz-Dickie Corporation Retirement PlanUnholtz-Dickie Corporation R…$29MWinter Haven Hospital Pension PlanWinter Haven Hospital Pensio…$29MSheet Metal Workers Intn Local 17nh Pension PlanSheet Metal Workers Intn Loc…$29MDometic Corporation Pension PlanDometic Corporation Pension …$29MMinneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension PlanMinneapolis Retail Meat Cutt…$29M
End-of-year total assets ($M) among Winter Haven Hospital Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN590724462
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winter Haven Hospital, Inc.)

Sponsor-wide plan assets over time

All Winter Haven Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 1.569376563485253% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.3M $28.7M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 588 $28M
2023 1 564 $31M
2024 1 533 $29M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Winter Haven Hospital Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Winter Haven Hospital Pension Plan, Total assets ($B): 0.028744291 · Participants: 533Winter Haven Hospital Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Winter Haven Hospital Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Winter Haven Hospital Pension Plan side-by-side with 3 peers →

Winter Haven Hospital Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Unholtz-Dickie Corporation Retirement Plan in CT ($29M); by covered participants it is Fbl Financial Group Retirement Plan in IA (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 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.

Frequently Asked Questions

How did Winter Haven Hospital Pension Plan assets move in 2024? ▼
Winter Haven Hospital Pension Plan pulled back noticeably - down 7.5% during 2024, from $31M to $29M. Reported net income was -$2M.
How have Winter Haven Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter Haven Hospital, Inc.'s sponsor-wide assets grew 1.6%, from $28M to $29M.
Where does Winter Haven Hospital Pension Plan rank by assets among Form 5500 filers? ▼
Winter Haven Hospital Pension Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Winter Haven Hospital Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Unholtz-Dickie Corporation Retirement Plan in CT ($29M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Winter Haven Hospital Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fbl Financial Group Retirement Plan in IA (533 participants, $254M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590724462.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.