Defined Benefit (Pension) · DOL Form 5500 · 2022

The New Jewish Home Pension Plan

Data updated 2026-08-11

$73M
Total assets
130
Participants
91st
Percentile by assets
$560,888
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$73M
total plan assets (2022 EOY)
130
covered participants
91st
percentile by assets (of 139,126 plans)
$560,888
avg assets per participant

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.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Jewish Home & Hospital Retirement Plan reports 130 participants - about 16% of that state average ($73M EOY assets).

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)

$105M$110M$115M$120M$125M$130M 202220232024 $111M $126M ▲ +13.2%
Total plan assets by year, all The New Jewish Home plans on file
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

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 & Ho…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Jewish Home & Hospital Retirement Plan by total assets, not by location.

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).

Next read for The Jewish Home & Hospital Retirement Pl…

Filing takeaways

Ways to act on The Jewish Home & Hospital Retirement Plan's numbers.