Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Mercy Health & Rehabilitation Center Group Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mercy Health & Rehabilitation Center Nursing Home Co., Inc. Β· New York Β· Healthcare & Social Assistance

What the 2023 filing shows

Mercy Health & Rehabilitation Center Group Annuity Plan holds $871K for 25 participants - about $34,822 per participant, down 16.8% over the 2022 plan year.

$871K
total plan assets (2022 EOY)
25
covered participants
$34,822
avg assets per participant
-16.8%
assets change YoY

The plan reported a net loss of $187K for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$871K
Participants
25
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mercy Health & Rehabilitation Center Group Annuity Plan

Mercy Health & Rehabilitation Center Group Annuity Plan is a Defined Benefit (Pension) retirement plan sponsored by Mercy Health & Rehabilitation Center Nursing Home Co., Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $871K in total end-of-year assets and covers 25 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237082561, and the plan has been effective since 1972-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $871K at year-end β€” a decline of 16.8%. Net assets (after liabilities) closed the year at $845K, with reported net income of $-186,566 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$871K
Net Assets (End of Year)$845K
Net Income$-186,566
Plan TypeDefined Benefit (Pension)
Employer EIN237082561
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Health & Rehabilitation Center Nursing Home Co., Inc.)

Year Plans Participants Total Assets
2022 1 25 $871K
2023 1 22 $609K
2024 1 20 $717K

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the Mercy Health & Rehabilitation Center Group Annuity Plan?
As of the 2022 Form 5500 filing, Mercy Health & Rehabilitation Center Group Annuity Plan holds $871K in total assets with 25 participants. It is sponsored by Mercy Health & Rehabilitation Center Nursing Home Co., Inc..
What type of plan is Mercy Health & Rehabilitation Center Group Annuity Plan?
Mercy Health & Rehabilitation Center Group Annuity Plan is a Defined Benefit (Pension) plan. It has been effective since 1972-07-01. The plan is filed with the U.S. Department of Labor under EIN 237082561.
Who sponsors the Mercy Health & Rehabilitation Center Group Annuity Plan?
Mercy Health & Rehabilitation Center Group Annuity Plan is sponsored by Mercy Health & Rehabilitation Center Nursing Home Co., Inc., located in New York. The sponsor's EIN is 237082561 and the plan operates in the Healthcare & Social Assistance industry.
How did Mercy Health & Rehabilitation Center Group Annuity Plan perform in 2022?
Mercy Health & Rehabilitation Center Group Annuity Plan declined by 16.8% during 2022, moving from $1M to $871K in total assets. Net income was $-186,566.
Where can I find official filings for Mercy Health & Rehabilitation Center Group Annuity Plan?
Official Form 5500 filings for Mercy Health & Rehabilitation Center Group Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237082561 or plan name at efast.dol.gov.
How does Mercy Health & Rehabilitation Center Group Annuity Plan compare to other plans?
You can compare Mercy Health & Rehabilitation Center Group Annuity Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 237082561.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.