Other · DOL Form 5500 · 2022

Isabella Geriatric Center Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
101
Participants Small participant base
53rd
Percentile by assets National rank
$56,278
Avg per participant Low balance/head
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Official DOL plan name: Isabella Employee Retirement Plan · Sponsored by Isabella Geriatric Center · New York · Healthcare & Social Assistance

$6M in assets, 101 participants

Isabella Geriatric Center's Isabella Employee Retirement Plan reported $6M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,828 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Isabella Employee Retirement Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $6M.

#11,828
in Healthcare & Social Assistance (20,060 peers)
-15.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isabella Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Isabella Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,684,102 Top 47% higher than 53% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Isabella Employee 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. Isabella Employee Retirement Plan sits mid-pack in the medium band (101 participants).

Published 5500 schedule card

Filing strip 133623808 · Isabella Geriatric Center PY 2022 · Other

Isabella Employee Retirement Plan · $6M · 101 · 53rd

  • PHOTO $6M
  • IND 101
  • EOY 53rd
  • 5500 Other
  • ASSETS near Osher Marin Jcc 403(b) Plan
  • PCT ind #11828

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 →

Isabella Employee Retirement Plan in the asset neighbourhood

Osher Marin Jcc 403(b) Plan$6MIsabella Employee Retirement PlanIsabella Employee Retirement…$6MTherapeutic Health Services 403(b) PlanTherapeutic Health Services …$6MThe Bridge School Tax Sheltered Annuity 403(b) PlanThe Bridge School Tax Shelte…$6MWhite Mountain School DC Plan$6M
End-of-year total assets ($M) among Isabella Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN133623808
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isabella Geriatric Center)

Sponsor-wide plan assets over time

All Isabella Geriatric Center plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.68M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 101 $6M
2023 1 93 $6M
2024 1 107 N/A

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Isabella Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Isabella Employee Retirement Plan, Total assets ($B): 0.005684102 · Participants: 101Isabella Employee Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Isabella Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Isabella Employee Retirement Plan side-by-side with 3 peers →

Isabella Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Osher Marin Jcc 403(b) Plan in CA ($6M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Isabella Employee Retirement Plan assets move in 2022? ▼
Isabella Employee Retirement Plan declined sharply - down 15.2% during 2022, from $7M to $6M. Reported net income was -$1M.
Which Other plans are similar in size to Isabella Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Osher Marin Jcc 403(b) Plan in CA ($6M, 94 participants).
Which Other plans cover a similar participant headcount to Isabella Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bcbs Health Plan in NE (101 participants, N/A in assets).

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) - original filing retrieval by EIN 133623808.

Read our methodology - how this data is sourced, computed, and verified.

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