401(k) · DOL Form 5500 · 2022
Board of Trustees of the Nhca and Affiliates Ret and Savings Plan 401(k) Plan
Data updated 2026-08-25
- $166M
- Total assets Near avg plan size
- 7,777
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $21,337
- Avg per participant Low balance/head
Official DOL plan name: Nhca and Affiliates Retirement and Savings Plan · Sponsored by Board of Trustees of the Nhca and Affiliates Ret and Savings Plan · New York · Healthcare & Social Assistance
$166M in assets, 7,777 participants
Board of Trustees of the Nhca and Affiliates Ret and Savings Plan's Nhca and Affiliates Retirement and Savings Plan reported $166M in total assets and 7,777 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.
- #19,180 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Nhca and Affiliates Retirement and Savings Plan covers 7,777 participants in New York, 9.7x the typical New York plan (state average ~798 per filing). Assets: $166M.
- #19,180
- in Healthcare & Social Assistance (20,060 peers)
- -14.0%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nhca and Affiliates Retirement and Savings Plan's outsized position by total assets
Nhca and Affiliates Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$165,938,332 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
Nhca and Affiliates Retirement and Savings Plan'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. Nhca and Affiliates Retirement and Savings Plan lands in the large band (7,777 participants).
EBSA filing schedule strip
Filing strip 800211177 · Board of Trustees of the Nhca and Affiliates Ret and Savings Plan PY 2022 · 401(k)
Nhca and Affiliates Retirement and Savings Plan · $166M · 7,777 · 95th
- TYPE $166M
- NET 7,777
- BOOK 95th
- VS-ST 401(k)
- BOY near Boyd Company 401(k) Plan
- SCH ind #19180
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 →
Nhca and Affiliates Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $166M |
| Net Income | -$27M |
| Employer EIN | 800211177 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Nhca and Affiliates Ret and Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Nhca and Affiliates Ret and Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 37.24413115108328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,777 | $166M |
| 2023 | 1 | 8,025 | $196M |
| 2024 | 1 | 8,483 | $228M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Nhca and Affiliates Retirement and Savings Plan
Nhca and Affiliates Retirement and Savings Plan reports $166M in end-of-year assets across 7,777 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $21,337 per participant (15% of the national average assets-per-participant) . Net income for plan year 2022 was -$27M.
This plan identity (EIN 800211177, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $166M to $228M (+37.2%) while covered participants moved from 7,777 to 8,483 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,777 | $166M | This page |
| 2023 | 8,025 | $196M | Open filing |
| 2024 · index core | 8,483 | $228M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Nhca and Affiliates Retirement and Savings Plan (401(k), $228M, 8,483 participants)
Nhca and Affiliates Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Boyd Company 401(k) Plan in KY ($166M); by covered participants it is Grant Thornton LLP 401(k) Savings Plan in IL (7,772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166M here).
- Boyd Company 401(k) Plan (KY) $166M · 1,182
- United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan (OR) $166M · 3,105
- United Scenic Artist Local 829 Retirement 401(k) Plan (NJ) $166M · 2,382
- Babcock Power Savings Plan (MA) $166M · 1,072
Similar participant headcount
Nearest other-state filings by covered participants (7,777 participants); asset peers above are excluded.
- Grant Thornton LLP 401(k) Savings Plan (IL) 7,772 · 5 off
- First Horizon Corporation Savings Plan and Trust (TN) 7,783 · 6 off
- Adidas 401(k) Savings and Retirement Plan (OR) 7,786 · 9 off
- Lyondellbasell Savings Plan (TX) 7,764 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.