Other · DOL Form 5500 · 2022

Samaritan Medical Center Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
691
Participants Below avg headcount
59th
Percentile by assets National rank
$10,914
Avg per participant Low balance/head
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Official DOL plan name: Samaritan Medical Center/Samaritan Keep Home 403(b) Plan · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance

$8M in assets, 691 participants

Samaritan Medical Center's Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported $8M in total assets and 691 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #13,026 in Healthcare & Social Assistance (20,060 peers)

Samaritan Medical Center multi-year trail

Samaritan Medical Center's plans moved +15.8% in assets from 2022 to 2024; this filing shows Samaritan Medical Center/Samaritan Keep Home 403(b) Plan at $8M / 691 participants.

#13,026
in Healthcare & Social Assistance (20,060 peers)
-22.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samaritan Medical Center/Samaritan Keep Home 403(b) Plan vs every filed plan by assets

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

$7,541,809 Top 41% higher than 59% 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 Home 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan Medical Center/Samaritan Keep Home 403(b) Plan sits mid-pack in the medium band (691 participants).

DOL schedule card

Filing strip 150533577 · Samaritan Medical Center PY 2022 · Other

Samaritan Medical Center/Samaritan Keep Home 403(b) Plan · $8M · 691 · 59th

  • VS-ST $8M
  • VS-ST 691
  • VS-ST 59th
  • VS-ST Other
  • VS-ST near Apostolic Christian Home Employees Retirement Plan
  • VS-ST ind #13026

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 Home 403(b) Plan in the asset neighbourhood

Williamsburg Landing, Inc. 403(b) Retirement PlanWilliamsburg Landing, Inc. 4…$8MFamily Resource Agency Inc. 403(b) Retirement PlanFamily Resource Agency Inc. …$8MSamaritan Medical Center/Samaritan Keep Home 403(b) PlanSamaritan Medical Center/Sam…$8MApostolic Christian Home Employees Retirement PlanApostolic Christian Home Emp…$8MAka Head Start, Inc. Tax Sheltered AnnuityAka Head Start, Inc. Tax She…$8M
End-of-year total assets ($M) among Samaritan Medical Center/Samaritan Keep Home 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Samaritan Medical Center multi-year asset trail

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

Samaritan Medical Center filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN150533577
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Samaritan Medical Center/Samaritan Keep Home 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Samaritan Medical Center/Samaritan Keep Home 403(b) Plan, Total assets ($B): 0.007541809 · Participants: 691Samaritan Medical Center/Samaritan Keep Home 403(b) 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
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Apostolic Christian Home Employees Retirement Plan in KS ($8M); by covered participants it is Bd Savings Plan for Puerto Rico Employees in PR (692 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 Samaritan Medical Center/Samaritan Keep Home 403(b) Plan assets move in 2022?
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan declined sharply - down 22.0% during 2022, from $10M to $8M. Reported net income was -$2M.
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.
Which Other plans are similar in size to Samaritan Medical Center/Samaritan Keep Home 403(b) Plan?
Among Other plans in other states, the closest by assets is Apostolic Christian Home Employees Retirement Plan in KS ($8M, 142 participants).
Which Other plans cover a similar participant headcount to Samaritan Medical Center/Samaritan Keep Home 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Bd Savings Plan for Puerto Rico Employees in PR (692 participants, $59M in assets).