Other · DOL Form 5500 · 2022

Oswego Health Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,248
Participants Near avg headcount
89th
Percentile by assets National rank
$46,690
Avg per participant Low balance/head
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Official DOL plan name: Oswego Health 403(b) Retirement Plan · Sponsored by Oswego Health · New York · Healthcare & Social Assistance

$58M in assets, 1,248 participants

Oswego Health's Oswego Health 403(b) Retirement Plan reported $58M in total assets and 1,248 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,216 in Healthcare & Social Assistance (20,060 peers)

Where Oswego Health 403(b) Retirement Plan sits by assets

Oswego Health 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 1,248 participants (~$46,690/participant), down 14.8% in 2022.

#18,216
in Healthcare & Social Assistance (20,060 peers)
-14.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oswego Health 403(b) Retirement Plan's outsized position by total assets

Oswego Health 403(b) Retirement Plan vs every filed plan by assets

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

$58,269,050 Top 11% higher than 89% 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

Oswego Health 403(b) Retirement 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. Oswego Health 403(b) Retirement Plan lands in the large band (1,248 participants).

EBSA filing schedule strip

Filing strip 150532220 · Oswego Health PY 2022 · Other

Oswego Health 403(b) Retirement Plan · $58M · 1,248 · 89th

  • BOY $58M
  • BOY 1,248
  • BOY 89th
  • BOY Other
  • BOY near College of the Ozarks Defined Contribution Retirement Plan
  • BOY ind #18216

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 →

Oswego Health 403(b) Retirement Plan in the asset neighbourhood

University of Health Sciences and Pharmacy in St. Louis Defined Contribution PlanUniversity of Health Science…$58MAmerican College of Radiology 403(b) PlanAmerican College of Radiolog…$58MCollege of the Ozarks Defined Contribution Retirement PlanCollege of the Ozarks Define…$58MOswego Health 403(b) Retirement PlanOswego Health 403(b) Retirem…$58MCarnegie Library of Pittsburgh Retirement Savings PlanCarnegie Library of Pittsbur…$58M
End-of-year total assets ($M) among Oswego Health 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$58M
Net Income-$10M
Employer EIN150532220
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswego Health)

Sponsor-wide plan assets over time

All Oswego Health plans reported in each filing year

Latest sponsor-wide plan assets
$113M 16.960079701715816% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $96.2M $113M ▲ +17.0%
Year Plans Participants Total Assets
2022 2 1,422 $96M
2023 2 1,413 $107M
2024 2 1,522 $113M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Oswego Health 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Oswego Health 403(b) Retirement Plan, Total assets ($B): 0.05826905 · Participants: 1248Oswego Health 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Oswego Health 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Oswego Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is College of the Ozarks Defined Contribution Retirement Plan in MO ($58M); by covered participants it is Goodwill Columbus 403(b) Retirement Plan in OH (1,249 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 Oswego Health 403(b) Retirement Plan assets move in 2022?
Oswego Health 403(b) Retirement Plan pulled back noticeably - down 14.8% during 2022, from $68M to $58M. Reported net income was -$10M.
How have Oswego Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Oswego Health's sponsor-wide assets grew 17.0%, from $96M to $113M.
Where does Oswego Health 403(b) Retirement Plan rank by assets among Form 5500 filers?
Oswego Health 403(b) Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oswego Health 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is College of the Ozarks Defined Contribution Retirement Plan in MO ($58M, 327 participants).
Which Other plans cover a similar participant headcount to Oswego Health 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Goodwill Columbus 403(b) Retirement Plan in OH (1,249 participants, $3M in assets).