Defined Benefit (Pension) · DOL Form 5500 · 2022

Claxton-Hepburn Medical Center Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
166
Participants Small participant base
84th
Percentile by assets National rank
$195,694
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Claxton-Hepburn Medical Center · Sponsored by Claxton-Hepburn Medical Center · New York · Healthcare & Social Assistance

$32M in assets, 166 participants

Claxton-Hepburn Medical Center's Retirement Plan for Employees of Claxton-Hepburn Medical Center reported $32M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,316 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Retirement Plan for Employees of Claxton-Hepburn Medical Center covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $32M.

#17,316
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Claxton-Hepburn Medical Center's outsized position by total assets

Retirement Plan for Employees of Claxton-Hepburn Medical Center vs every filed plan by assets

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

$32,485,214 Top 16% higher than 84% 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

Retirement Plan for Employees of Claxton-Hepburn Medical Center 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. Retirement Plan for Employees of Claxton-Hepburn Medical Center sits mid-pack in the medium band (166 participants).

Plan-year Form 5500 strip

Filing strip 150559686 · Claxton-Hepburn Medical Center PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Claxton-Hepburn Medical Center · $32M · 166 · 84th

  • SCH $32M
  • EBSA 166
  • PART 84th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Northern Montana Hospital
  • BOOK ind #17316

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 →

Retirement Plan for Employees of Claxton-Hepburn Medical Center in the asset neighbourhood

Marble, Tile, and Terrazzo Workers Pension FundMarble, Tile, and Terrazzo W…$33MRetirement Plan for Employees of Claxton-Hepburn Medical CenterRetirement Plan for Employee…$32MRetirement Plan for Employees of Northern Montana HospitalRetirement Plan for Employee…$32MNuclear Fuel Services, Inc. Retirement Plan for Hourly EmployeesNuclear Fuel Services, Inc. …$32MKing Abdullah University of Science & Technology Retirement PlanKing Abdullah University of …$32M
End-of-year total assets ($M) among Retirement Plan for Employees of Claxton-Hepburn Medical Center and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN150559686
Plan Effective Date1969-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Claxton-Hepburn Medical Center)

Sponsor-wide plan assets over time

All Claxton-Hepburn Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$125M 21.242918773170445% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $103M $125M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 967 $103M
2023 2 858 $116M
2024 2 881 $125M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Claxton-Hepburn Medical Center vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Claxton-Hepburn Medical Center, Total assets ($B): 0.032485214 · Participants: 166Retirement Plan for Employees of Claxton-Hepburn Medical CenterIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Retirement Plan for Employees of Claxton-Hepburn Medical Center vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Claxton-Hepburn Medical Center side-by-side with 3 peers →

Retirement Plan for Employees of Claxton-Hepburn Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Northern Montana Hospital in MT ($32M); by covered participants it is South Peninsula Hospital Employees Pension Plan and Trust in AK (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Retirement Plan for Employees of Claxton-Hepburn Medical Center assets move in 2022? ▼
Retirement Plan for Employees of Claxton-Hepburn Medical Center declined sharply - down 16.1% during 2022, from $39M to $32M. Reported net income was -$6M.
How have Claxton-Hepburn Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claxton-Hepburn Medical Center's sponsor-wide assets grew 21.2%, from $103M to $125M.
Where does Retirement Plan for Employees of Claxton-Hepburn Medical Center rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Claxton-Hepburn Medical Center ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Claxton-Hepburn Medical Center? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Northern Montana Hospital in MT ($32M, 120 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Claxton-Hepburn Medical Center? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is South Peninsula Hospital Employees Pension Plan and Trust in AK (166 participants, $24M 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 150559686.

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.