401(k) · DOL Form 5500 · 2022

Samaritan Medical Center 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
2,030
Participants Near avg headcount
95th
Percentile by assets National rank
$84,252
Avg per participant Below avg balance/head
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Official DOL plan name: Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance

$171M in assets, 2,030 participants

Samaritan Medical Center's Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reported $171M in total assets and 2,030 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,199 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan covers 2,030 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $171M.

#19,199
in Healthcare & Social Assistance (20,060 peers)
-21.6%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's outsized position by total assets

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan vs every filed plan by assets

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

$171,031,729 Top 5% higher than 95% 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

Samaritan Medical Center/Samaritan Keep Nursing Home 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. Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan lands in the large band (2,030 participants).

DOL schedule card

Filing strip 150533577 · Samaritan Medical Center PY 2022 · 401(k)

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan · $171M · 2,030 · 95th

  • VS-ST $171M
  • BOY 2,030
  • SCH 95th
  • EBSA 401(k)
  • PART near Great Lakes Dredge & Dock Company, LLC 401(k) Savings Plan
  • TYPE ind #19199

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 →

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan in the asset neighbourhood

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings PlanDiversified Service Options,…$171MJmb Realty Corporation Employees Savings PlanJmb Realty Corporation Emplo…$171MGreat Lakes Dredge & Dock Company, LLC 401(k) Savings PlanGreat Lakes Dredge & Dock Co…$171MSamaritan Medical Center/Samaritan Keep Nursing Home Retirement PlanSamaritan Medical Center/Sam…$171MPartner Reinsurance Company of the U.S. 401(k) PlanPartner Reinsurance Company …$171M
End-of-year total assets ($M) among Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$171M
Net Income-$47M
Employer EIN150533577
Plan Effective Date1986-03-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan Medical Center)

Sponsor-wide plan assets over time

All Samaritan Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$304M 15.818795235450391% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $262M $304M ▲ +15.8%
Year Plans Participants Total Assets
2022 4 3,199 $262M
2023 4 3,519 $291M
2024 4 4,137 $304M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan, Total assets ($B): 0.171031729 · Participants: 2030Samaritan Medical Center/Samaritan Keep Nursing Home Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Great Lakes Dredge & Dock Company, LLC 401(k) Savings Plan in TX ($171M); by covered participants it is R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan in MD (2,030 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,030 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 Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan assets move in 2022?
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan declined sharply - down 21.6% during 2022, from $218M to $171M. Reported net income was -$47M.
How have Samaritan Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Samaritan Medical Center's sponsor-wide assets grew 15.8%, from $262M to $304M.
Where does Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan rank by assets among Form 5500 filers?
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Great Lakes Dredge & Dock Company, LLC 401(k) Savings Plan in TX ($171M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan in MD (2,030 participants, $71M in assets).