Defined Benefit (Pension) · DOL Form 5500 · 2022

The New Jewish Home Pension Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
130
Participants Small participant base
91st
Percentile by assets National rank
$560,888
Avg per participant High balance/head
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Official DOL plan name: The Jewish Home & Hospital Retirement Plan · Sponsored by The New Jewish Home · New York · Healthcare & Social Assistance

$73M in assets, 130 participants

The New Jewish Home's The Jewish Home & Hospital Retirement Plan reported $73M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,485 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

The Jewish Home & Hospital Retirement Plan covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $73M.

#18,485
in Healthcare & Social Assistance (20,060 peers)
-25.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Jewish Home & Hospital Retirement Plan's outsized position by total assets

The Jewish Home & Hospital Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$72,915,425 Top 9% higher than 91% of 139,123 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 2022

The Jewish Home & Hospital Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jewish Home & Hospital Retirement Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 131624033 · The New Jewish Home PY 2022 · Defined Benefit (Pension)

The Jewish Home & Hospital Retirement Plan · $73M · 130 · 91st

  • RANK $73M
  • PHOTO 130
  • IND 91st
  • EOY Defined Benefit (Pension)
  • 5500 near Employees' Retirement Plan of Acf Industries, LLC
  • ASSETS ind #18485

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 New York →

The Jewish Home & Hospital Retirement Plan in the asset neighbourhood

Latrobe Steel Company Pension Plan for Bargaining Unit EmployeesLatrobe Steel Company Pensio…$73MEmployees' Retirement Plan of Acf Industries, LLCEmployees' Retirement Plan o…$73MThe Jewish Home & Hospital Retirement PlanThe Jewish Home & Hospital R…$73MAmerican Petroleum Institute Retirement Income PlanAmerican Petroleum Institute…$73MUsw District 10, Local 286, Pension PlanUsw District 10, Local 286, …$73M
End-of-year total assets ($M) among The Jewish Home & Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$73M
Net Income-$25M
Employer EIN131624033
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New Jewish Home)

Sponsor-wide plan assets over time

All The New Jewish Home plans reported in each filing year

Latest sponsor-wide plan assets
$126M 13.194797476340478% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $126M ▲ +13.2%
Year Plans Participants Total Assets
2022 3 1,948 $111M
2023 2 1,383 $118M
2024 2 1,241 $126M

Nearby Defined Benefit (Pension) Plans in New York

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

The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Jewish Home & Hospital Retirement Plan, Total assets ($B): 0.072915425 · Participants: 130The Jewish Home & Hospital Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Jewish Home & Hospital Retirement Plan side-by-side with 3 peers →

The Jewish Home & Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Acf Industries, LLC in MO ($73M); by covered participants it is Components Pension Plan for Puerto Rico in PR (130 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Jewish Home & Hospital Retirement Plan assets move in 2022? ▼
The Jewish Home & Hospital Retirement Plan declined sharply - down 25.7% during 2022, from $98M to $73M. Reported net income was -$25M.
How have The New Jewish Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New Jewish Home's sponsor-wide assets grew 13.2%, from $111M to $126M.
Where does The Jewish Home & Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
The Jewish Home & Hospital Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Jewish Home & Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Acf Industries, LLC in MO ($73M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Jewish Home & Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Components Pension Plan for Puerto Rico in PR (130 participants, $180M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131624033.

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.