Profit Sharing · DOL Form 5500 · 2022
Niagara Lutheran Health System, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $9,408
- Avg per participant Low balance/head
Official DOL plan name: Niagara Lutheran Health System, Inc. Retirement Plan · Sponsored by Niagara Lutheran Health System, Inc. · New York · Healthcare & Social Assistance
$3M in assets, 266 participants
Niagara Lutheran Health System, Inc.'s Niagara Lutheran Health System, Inc. Retirement Plan reported $3M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,952 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Niagara Lutheran Health System, Inc. Retirement Plan covers 266 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #7,952
- in Healthcare & Social Assistance (20,060 peers)
- -23.1%
- assets change YoY
The plan reported a net loss of $750K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Niagara Lutheran Health System, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Niagara Lutheran Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,502,576 37th percentile higher than 37% 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
Niagara Lutheran Health System, Inc. Retirement 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. Niagara Lutheran Health System, Inc. Retirement Plan sits mid-pack in the medium band (266 participants).
Form 5500 schedule snapshot
Filing strip 161501206 · Niagara Lutheran Health System, Inc. PY 2022 · Profit Sharing
Niagara Lutheran Health System, Inc. Retirement Plan · $3M · 266 · 37th
- ASSETS $3M
- ASSETS 266
- ASSETS 37th
- ASSETS Profit Sharing
- ASSETS near University Dermatopathology, PLLC Profit Sharing Plan
- ASSETS ind #7952
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 →
Niagara Lutheran Health System, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$750K |
| Employer EIN | 161501206 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niagara Lutheran Health System, Inc.)
Sponsor-wide plan assets over time
All Niagara Lutheran Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $3M |
| 2023 | 1 | 274 | $3M |
| 2024 | 1 | 243 | N/A |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Niagara Lutheran Health System, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is University Dermatopathology, PLLC Profit Sharing Plan in KY ($3M); by covered participants it is Teamsters Local 408 Annuity Fund in NJ (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Teamsters Local 408 Annuity Fund (NJ) 266 · 0 off
- Bracewell LLP 401(k) Plan B (TX) 266 · 0 off
- Rent-a-Center East, Inc. Retirement Savings Plan for Puerto Rico Employees (TX) 267 · 1 off
- Hga Supplemental Profit Sharing Plan (MN) 267 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.