401(k) · DOL Form 5500 · 2022
Albany Med Health System 401(k) Plan
Data updated 2026-08-25
- $433M
- Total assets Above avg plan size
- 9,167
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $47,283
- Avg per participant Low balance/head
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.
- #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.
- #19,631
- in Healthcare & Social Assistance (20,060 peers)
- -13.9%
- assets change YoY
- 4.3×
- vs typical plan assets (national mean)
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.
Albany Medical Center 403 (B) Plan's outsized position by total assets
Albany Medical Center 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$433,439,382 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Albany Medical Center 403 (B) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albany Medical Center 403 (B) Plan lands in the large band (9,167 participants).
Form 5500 schedule snapshot
Filing strip 141641730 · Albany Med Health System PY 2022 · 401(k)
Albany Medical Center 403 (B) Plan · $433M · 9,167 · 98th
- PHOTO $433M
- PHOTO 9,167
- PHOTO 98th
- PHOTO 401(k)
- PHOTO near Endo Pharmaceuticals Savings and Investment Plan
- PHOTO ind #19631
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 →
Albany Medical Center 403 (B) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Albany Med Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $889M 19.972808407553096% vs 2022
- 2024 filing year
| 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.
- 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)
Albany Medical Center 403 (B) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Endo Pharmaceuticals Savings and Investment Plan in PA ($434M); by covered participants it is Assa Abloy Inc. Retirement Savings Plan in CT (9,172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($433M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,167 participants); asset peers above are excluded.
- Assa Abloy Inc. Retirement Savings Plan (CT) 9,172 · 5 off
- Micron Technology Inc. Retirement at Micron (Ram) Plan (ID) 9,161 · 6 off
- Southwest Airlines Pilots Retirement Savings Plan (TX) 9,186 · 19 off
- Five Star Senior Living, Inc. Retirement Plan (MA) 9,147 · 20 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.