401(k) · DOL Form 5500 · 2022

Kaleida Health 401(k) Plan

Data updated 2026-08-11

$108M
Total assets
8,733
Participants
93rd
Percentile by assets
$12,352
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Kaleida Health Savings/Investment (401(k)) Plan · Sponsored by Kaleida Health · New York · Healthcare & Social Assistance

$108M in assets, 8,733 participants

Kaleida Health's Kaleida Health Savings/Investment (401(k)) Plan reported $108M in total assets and 8,733 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,874 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Kaleida Health Savings/Investment (401(k)) Plan covers 8,733 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $108M.

$108M
total plan assets (2022 EOY)
8,733
covered participants
93rd
percentile by assets (of 139,126 plans)
$12,352
avg assets per participant

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Kaleida Health Savings/Investment (401(k)) Plan sits by total assets

Kaleida Health Savings/Investment (401(k)) Plan vs every filed plan by assets

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

$107,868,059 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Kaleida Health Savings/Investment (401(k)) Plan reports 8,733 participants - 11x that state average ($108M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$108M
Net Income-$20M
Employer EIN161533232
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleida Health)

$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.39B $1.72B ▲ +23.7%
Total plan assets by year, all Kaleida Health plans on file
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.

Kaleida Health Savings/Investment (401(k)) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Kaleida Health Savin…, Total assets ($B): 0.107868059 · Participants: 8733Kaleida Health Savin…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Kaleida Health Savings/Investment (401(k)) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kaleida Health Savings/Investment (401(k… side-by-side with 3 peers →

Scale composition for Kaleida Health Savings/Investment (401(k)) Plan

Kaleida Health Savings/Investment (401(k)) Plan reports $108M in end-of-year assets across 8,733 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $12,352 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$20M.

This plan identity (EIN 161533232, plan #021) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $108M to $141M (+30.5%) while covered participants moved from 8,733 to 9,305 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,733 $108M This page
2023 4,615 $125M Open filing
2024 · index core 9,305 $141M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kaleida Health Savings/Investment (401(k)) Plan by total assets, not by location.

Frequently Asked Questions

How did Kaleida Health Savings/Investment (401(k)) Plan assets move in 2022? ▼
Kaleida Health Savings/Investment (401(k)) Plan declined sharply - down 15.7% during 2022, from $128M to $108M. Reported net income was -$20M.
How have Kaleida Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleida Health's sponsor-wide assets grew 23.7%, from $1.4B to $1.7B.
Where does Kaleida Health Savings/Investment (401(k)) Plan rank by assets among Form 5500 filers? ▼
Kaleida Health Savings/Investment (401(k)) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kaleida Health Savings/Investment (401(k)) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vcna 401(k) Profit Sharing Plan in IL ($108M, 708 participants).

Next read for Kaleida Health Savings/Investment (401(k…

Filing takeaways

Ways to act on Kaleida Health Savings/Investment (401(k)) Plan's numbers.

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 161533232.

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.