401(k) · DOL Form 5500 · 2022
Kaleida Health 401(k) Plan
Data updated 2026-08-11
- $571M
- Total assets
- 8,705
- Participants
- 98th
- Percentile by assets
- $65,623
- Avg per participant
Official DOL plan name: Kaleida Health Savings Investment 403(b) Plan · Sponsored by Kaleida Health · New York · Healthcare & Social Assistance
$571M in assets, 8,705 participants
Kaleida Health's Kaleida Health Savings Investment 403(b) Plan reported $571M in total assets and 8,705 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,724 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Kaleida Health Savings Investment 403(b) Plan covers 8,705 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $571M.
- $571M
- total plan assets (2022 EOY)
- 8,705
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $65,623
- avg assets per participant
The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Kaleida Health Savings Investment 403(b) Plan reports 8,705 participants - 11x that state average ($571M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $689M |
|---|---|
| Net Assets (End of Year) | $571M |
| Net Income | -$117M |
| Employer EIN | 161533232 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaleida Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,148 | $1.4B |
| 2023 | 3 | 18,136 | $1.5B |
| 2024 | 3 | 24,195 | $1.7B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kaleida Health Savings Investment 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Kaleida Health Savings Investment 403(b) Plan
Kaleida Health Savings Investment 403(b) Plan reports $571M in end-of-year assets across 8,705 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $65,623 per participant (47% of the national average assets-per-participant) . Net income for plan year 2022 was -$117M.
This plan identity (EIN 161533232, plan #020) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $571M to $723M (+26.6%) while covered participants moved from 8,705 to 9,305 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,705 | $571M | This page |
| 2023 | 8,221 | $648M | Open filing |
| 2024 · index core | 9,305 | $723M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Kaleida Health Pension Growth Plan (Defined Benefit (Pension), $852M, 5,585 participants)
- Kaleida Health Savings Investment 403(b) Plan (401(k), $723M, 9,305 participants)
- Kaleida Health Savings/Investment (401(k)) Plan (401(k), $141M, 9,305 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kaleida Health Savings Investment 403(b) Plan by total assets, not by location.
- Skanska USA Building Inc. Pension Benefit Plan and Trust (NJ) $571M · 2,183
- The Gi Alliance Management 401(k) Savings Plan (TX) $572M · 3,193
- Cubic Corporation 401(k) Retirement Plan (CA) $570M · 2,415
- Alaska Airlines Inc Alaskasaver Plan (WA) $570M · 2,449
Frequently Asked Questions
How did Kaleida Health Savings Investment 403(b) Plan assets move in 2022? ▼
How have Kaleida Health plan assets changed over time? ▼
Where does Kaleida Health Savings Investment 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kaleida Health Savings Investment 403(b) Plan? ▼
Next read for Kaleida Health Savings Investment 403(b)…
Filing takeaways
Ways to act on Kaleida Health Savings Investment 403(b) Plan's numbers.
- By total assets, Kaleida Health Savings Investment 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Kaleida Health's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans