401(k) · DOL Form 5500 · 2022
Albany Med Health System 401(k) Plan
Data updated 2026-08-11
- $433M
- Total assets
- 9,167
- Participants
- 98th
- Percentile by assets
- $47,283
- Avg per participant
Official DOL plan name: Albany Medical Center 403 (B) Plan · Sponsored by Albany Med Health System · New York · Healthcare & Social Assistance
$433M in assets, 9,167 participants
Albany Med Health System's Albany Medical Center 403 (B) Plan reported $433M in total assets and 9,167 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,631 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Albany Medical Center 403 (B) Plan covers 9,167 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $433M.
- $433M
- total plan assets (2022 EOY)
- 9,167
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $47,283
- avg assets per participant
The plan reported a net loss of $70M 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. Albany Medical Center 403 (B) Plan reports 9,167 participants - 11x that state average ($433M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $503M |
|---|---|
| Net Assets (End of Year) | $433M |
| Net Income | -$70M |
| Employer EIN | 141641730 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albany Med Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,945 | $741M |
| 2023 | 2 | 17,126 | $813M |
| 2024 | 2 | 17,750 | $889M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Albany Medical Center 403 (B) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Albany Medical Center 403 (B) Plan
Albany Medical Center 403 (B) Plan reports $433M in end-of-year assets across 9,167 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $47,283 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$70M.
This plan identity (EIN 141641730, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $433M to $599M (+38.3%) while covered participants moved from 9,167 to 9,762 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,167 | $433M | This page |
| 2023 | 9,335 | $526M | Open filing |
| 2024 · index core | 9,762 | $599M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Albany Medical Center 403(b) Plan (401(k), $599M, 9,762 participants)
- The Albany Medical Center Retirement Plan (Defined Benefit (Pension), $290M, 7,988 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Albany Medical Center 403 (B) Plan by total assets, not by location.
- Endo Pharmaceuticals Savings and Investment Plan (PA) $434M · 1,505
- U-Haul Holding Company 401(k) Savings Plan (AZ) $433M · 29,328
- Southern Farm Bureau and Adopting Companies 401(k) Plan (MS) $433M · 2,626
- Circle K Retirement Plan (AZ) $432M · 62,127
Frequently Asked Questions
How did Albany Medical Center 403 (B) Plan assets move in 2022? ▼
How have Albany Med Health System plan assets changed over time? ▼
Where does Albany Medical Center 403 (B) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Albany Medical Center 403 (B) Plan? ▼
Next read for Albany Medical Center 403 (B) Plan
Filing takeaways
Ways to act on Albany Medical Center 403 (B) Plan's numbers.
- By total assets, Albany Medical Center 403 (B) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Albany Med Health System's sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans