Defined Benefit (Pension) · DOL Form 5500 · 2022
Catholic Health Pension Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $177,174
- Avg per participant Above avg balance/head
Official DOL plan name: St. Joseph Hospital Retirement Income Plan · Sponsored by Catholic Health · New York · Healthcare & Social Assistance
$26M in assets, 146 participants
Catholic Health's St. Joseph Hospital Retirement Income Plan reported $26M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,816 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
St. Joseph Hospital Retirement Income Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $26M.
- #16,816
- in Healthcare & Social Assistance (20,060 peers)
- -19.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Joseph Hospital Retirement Income Plan's outsized position by total assets
St. Joseph Hospital Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,867,343 Top 19% higher than 81% 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
St. Joseph Hospital Retirement Income 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. St. Joseph Hospital Retirement Income Plan sits mid-pack in the medium band (146 participants).
EBSA filing schedule strip
Filing strip 222565278 · Catholic Health PY 2022 · Defined Benefit (Pension)
St. Joseph Hospital Retirement Income Plan · $26M · 146 · 81st
- IND $26M
- EOY 146
- 5500 81st
- ASSETS Defined Benefit (Pension)
- PCT near Unholtz-Dickie Corporation Retirement Plan
- EIN ind #16816
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 →
St. Joseph Hospital Retirement Income Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$7M |
| Employer EIN | 222565278 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Health)
Sponsor-wide plan assets over time
All Catholic Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 5.104103656877322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $26M |
| 2023 | 1 | 132 | $25M |
| 2024 | 1 | 113 | $25M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
St. Joseph Hospital Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Unholtz-Dickie Corporation Retirement Plan in CT ($26M); by covered participants it is Beachfleischman PLLC Employees' Cash Balance Plan in AZ (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Beachfleischman PLLC Employees' Cash Balance Plan (AZ) 146 · 0 off
- B&g Foods Stoughton, Wisconsin Union Pension Plan (NJ) 146 · 0 off
- Bank of Stockton Pension Plan (CA) 146 · 0 off
- Legrand North America Retirement Plan (CT) 146 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.