Other · DOL Form 5500 · 2022
Northeast District Council of the Opcmia Annuity Fund Retirement Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 1,165
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $148,897
- Avg per participant Above avg balance/head
Official DOL plan name: Northeast District Council of the Opcmia Annuity Fund · Sponsored by Northeast District Council of the Opcmia Annuity Fund · New York · Finance & Insurance
$173M in assets, 1,165 participants
Northeast District Council of the Opcmia Annuity Fund's Northeast District Council of the Opcmia Annuity Fund reported $173M in total assets and 1,165 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,509 in Finance & Insurance (9,261 peers)
Where Northeast District Council of the Opcmia Annuity Fund sits by assets
Northeast District Council of the Opcmia Annuity Fund sits in the top 5% of all filed plans by assets, $173M for 1,165 participants (~$148,897/participant), down 16.3% in 2022.
- #8,509
- in Finance & Insurance (9,261 peers)
- -16.3%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northeast District Council of the Opcmia Annuity Fund's outsized position by total assets
Northeast District Council of the Opcmia Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$173,465,301 Top 5% higher than 95% 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
Northeast District Council of the Opcmia Annuity Fund'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. Northeast District Council of the Opcmia Annuity Fund lands in the large band (1,165 participants).
Form 5500 schedule snapshot
Filing strip 133207195 · Northeast District Council of the Opcmia Annuity Fund PY 2022 · Other
Northeast District Council of the Opcmia Annuity Fund · $173M · 1,165 · 95th
- ASSETS $173M
- ASSETS 1,165
- ASSETS 95th
- ASSETS Other
- ASSETS near Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan
- ASSETS ind #8509
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 Finance & Insurance retirement plans → · Plans in New York →
Northeast District Council of the Opcmia Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | -$33M |
| Employer EIN | 133207195 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast District Council of the Opcmia Annuity Fund)
Sponsor-wide plan assets over time
All Northeast District Council of the Opcmia Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $199M 14.862334917344652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,165 | $173M |
| 2023 | 1 | 1,224 | $190M |
| 2024 | 1 | 1,202 | $199M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Northeast District Council of the Opcmia Annuity Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan in MA ($173M); by covered participants it is The University of Tulsa Defined Contribution Retirement Plan in OK (1,164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan (MA) $173M · 1,868
- Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (FL) $174M · 3,750
- American College of Cardiology DC Retirement Plan (DC) $173M · 412
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) $173M · 4,765
Similar participant headcount
Nearest other-state filings by covered participants (1,165 participants); asset peers above are excluded.
- The University of Tulsa Defined Contribution Retirement Plan (OK) 1,164 · 1 off
- Mrci 403(b) Plan (MN) 1,169 · 4 off
- Ozarks Healthcare 403(b) Plan (MO) 1,170 · 5 off
- Wheeler Clinic, Inc. 403(b) Plan (CT) 1,171 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.