401(k) · DOL Form 5500 · 2022
Kaleida Health 401(k) Plan
Data updated 2026-08-25
- $571M
- Total assets Above avg plan size
- 8,705
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $65,623
- Avg per participant Below avg balance/head
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.
- #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.
- #19,724
- in Healthcare & Social Assistance (20,060 peers)
- -17.1%
- assets change YoY
- 5.7×
- vs typical plan assets (national mean)
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.
Kaleida Health Savings Investment 403(b) Plan's outsized position by total assets
Kaleida Health Savings Investment 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$571,246,014 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kaleida Health Savings Investment 403(b) 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. Kaleida Health Savings Investment 403(b) Plan lands in the large band (8,705 participants).
EBSA filing schedule strip
Filing strip 161533232 · Kaleida Health PY 2022 · 401(k)
Kaleida Health Savings Investment 403(b) Plan · $571M · 8,705 · 98th
- PART $571M
- TYPE 8,705
- NET 98th
- BOOK 401(k)
- VS-ST near Skanska USA Building Inc. Pension Benefit Plan and Trust
- BOY ind #19724
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 →
Kaleida Health Savings Investment 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kaleida Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 23.709827166226884% vs 2022
- 2024 filing year
| 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.
- 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)
Kaleida Health Savings Investment 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Skanska USA Building Inc. Pension Benefit Plan and Trust in NJ ($571M); by covered participants it is Follett Retirement Savings Plan in IL (8,694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($571M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,705 participants); asset peers above are excluded.
- Follett Retirement Savings Plan (IL) 8,694 · 11 off
- Averitt Express 401(k) & Profit Sharing Plan (TN) 8,690 · 15 off
- Chg Companies, Inc. Employee 401(k) Plan (UT) 8,727 · 22 off
- Zurich Savings Plan (IL) 8,681 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.