Defined Benefit (Pension) · DOL Form 5500 · 2024

Winter Haven Hospital, Inc. Pension Plan

Data updated 2026-08-11

$29M
Total assets
533
Participants
77th
Percentile by assets
$53,929
Avg per participant
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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.

  • 77th percentile by assets (of 123,622 plans)
  • #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.

$29M
total plan assets (2024 EOY)
533
covered participants
77th
percentile by assets (of 123,622 plans)
$53,929
avg assets per participant

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.

Where Winter Haven Hospital Pension Plan sits 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 $2,010,000,000 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

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 →

State
Florida
Industry
Healthcare & Social Assistance

Winter Haven Hospital Pension Plan vs the 2024 asset distribution

By assets, Winter Haven Hospital Pension Plan outranks 77% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$28M$29M$30M$31M$32M 202220232024 $28.3M $28.7M ▲ +1.6%
Total plan assets by year, all Winter Haven Hospital, Inc. plans on file
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 ($B) Participants Winter Haven Hospita…, Total assets ($B): 0.028744291 · Participants: 533Winter Haven Hospita…L3harris Technologie…, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologie…Nextera Energy, Inc.…, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc.…Retirement Accumulat…, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulat…Csx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit A…, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit A…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Winter Haven Hospital Pension Plan by total assets, not by location.

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).

Next read for Winter Haven Hospital Pension Plan

Scale reading

Ways to act on Winter Haven Hospital Pension Plan's numbers.

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.