Defined Benefit (Pension) · DOL Form 5500 · 2022

Hudson Valley Care Partners, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
90
Participants Small participant base
30th
Percentile by assets National rank
$17,013
Avg per participant Low balance/head
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Official DOL plan name: Hudson Valley Care Partners Cash Balance Plan · Sponsored by Hudson Valley Care Partners, LLC · New York · Healthcare & Social Assistance

$2M in assets, 90 participants

Hudson Valley Care Partners, LLC's Hudson Valley Care Partners Cash Balance Plan reported $2M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,859 in Healthcare & Social Assistance (20,060 peers)

Hudson Valley Care Partners, LLC multi-year trail

Hudson Valley Care Partners, LLC's plans moved -51.0% in assets from 2022 to 2023; this filing shows Hudson Valley Care Partners Cash Balance Plan at $2M / 90 participants.

#5,859
in Healthcare & Social Assistance (20,060 peers)
-19.4%
assets change YoY

The plan reported a net loss of $368K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hudson Valley Care Partners Cash Balance Plan among the smaller filed plans by assets

Hudson Valley Care Partners Cash Balance Plan vs every filed plan by assets

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

$1,531,138 30th percentile higher than 30% 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

Hudson Valley Care Partners Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hudson Valley Care Partners Cash Balance Plan is a small filing (90 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 510491047 · Hudson Valley Care Partners, LLC PY 2022 · Defined Benefit (Pension)

Hudson Valley Care Partners Cash Balance Plan · $2M · 90 · 30th

  • VS-ST $2M
  • BOY 90
  • SCH 30th
  • EBSA Defined Benefit (Pension)
  • PART near Calpine Corporation Union Employees Pension Plan
  • TYPE ind #5859

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 →

Hudson Valley Care Partners Cash Balance Plan in the asset neighbourhood

Hudson Valley Care Partners Cash Balance PlanHudson Valley Care Partners …$2MCalpine Corporation Union Employees Pension PlanCalpine Corporation Union Em…$2MKrp Medical, Inc. Defined Benefit Pension PlanKrp Medical, Inc. Defined Be…$2MAmber Hotel Corporation Defined Benefit Pension PlanAmber Hotel Corporation Defi…$2MLiberty Women Ob-Gyn, PC Retirement PlanLiberty Women Ob-Gyn, PC Ret…$2M
End-of-year total assets ($M) among Hudson Valley Care Partners Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hudson Valley Care Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hudson Valley Care Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.989162500350325% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.28M $1.61M ▼ -50.9%
Year Plans Participants Total Assets
2022 2 186 $3M
2023 1 78 $2M

Hudson Valley Care Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$368K
Employer EIN510491047
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Hudson Valley Care Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Hudson Valley Care Partners Cash Balance Plan, Total assets ($B): 0.001531138 · Participants: 90Hudson Valley Care Partners Cash Balance 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
Hudson Valley Care Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Hudson Valley Care Partners Cash Balance Plan side-by-side with 3 peers →

Hudson Valley Care Partners Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Calpine Corporation Union Employees Pension Plan in TX ($2M); by covered participants it is Brandenburg Telephone Company Retirement Plan in KY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

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 Hudson Valley Care Partners Cash Balance Plan assets move in 2022? ▼
Hudson Valley Care Partners Cash Balance Plan declined sharply - down 19.4% during 2022, from $2M to $2M. Reported net income was -$368K.
How have Hudson Valley Care Partners, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hudson Valley Care Partners, LLC's sponsor-wide assets declined 51.0%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Hudson Valley Care Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Calpine Corporation Union Employees Pension Plan in TX ($2M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hudson Valley Care Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brandenburg Telephone Company Retirement Plan in KY (90 participants, $45M 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 510491047.

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.