Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by St. Lukes-Roosevelt Hospital Center · New York · Healthcare & Social Assistance

What the 2023 filing shows

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan holds $131M for 330 participants — about $395,945 per participant, down 26.3% over the 2022 plan year.

$131M
total plan assets (2022 EOY)
330
covered participants
$395,945
avg assets per participant
-26.3%
assets change YoY

The plan reported a net loss of $46M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$131M
Participants
330
State
Industry
Healthcare & Social Assistance

What the Filing Says About St. Lukes-Roosevelt Hospital Center Employees' Pension Plan

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by St. Lukes-Roosevelt Hospital Center, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 330 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 132997301, and the plan has been effective since 1985-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2022 to $131M at year-end — a decline of 26.3%. Net assets (after liabilities) closed the year at $131M, with reported net income of $-46,317,009 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$177M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$-46,317,009
Plan TypeDefined Benefit (Pension)
Employer EIN132997301
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Lukes-Roosevelt Hospital Center)

Year Plans Participants Total Assets
2022 1 330 $131M
2023 1 307 $143M
2024 1 294 $140M

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the St. Lukes-Roosevelt Hospital Center Employees' Pension Plan?
As of the 2022 Form 5500 filing, St. Lukes-Roosevelt Hospital Center Employees' Pension Plan holds $131M in total assets with 330 participants. It is sponsored by St. Lukes-Roosevelt Hospital Center.
What type of plan is St. Lukes-Roosevelt Hospital Center Employees' Pension Plan?
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1985-11-01. The plan is filed with the U.S. Department of Labor under EIN 132997301.
Who sponsors the St. Lukes-Roosevelt Hospital Center Employees' Pension Plan?
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan is sponsored by St. Lukes-Roosevelt Hospital Center, located in New York. The sponsor's EIN is 132997301 and the plan operates in the Healthcare & Social Assistance industry.
How did St. Lukes-Roosevelt Hospital Center Employees' Pension Plan perform in 2022?
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan declined by 26.3% during 2022, moving from $177M to $131M in total assets. Net income was $-46,317,009.
Where can I find official filings for St. Lukes-Roosevelt Hospital Center Employees' Pension Plan?
Official Form 5500 filings for St. Lukes-Roosevelt Hospital Center Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132997301 or plan name at efast.dol.gov.
How does St. Lukes-Roosevelt Hospital Center Employees' Pension Plan compare to other plans?
You can compare St. Lukes-Roosevelt Hospital Center Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 132997301.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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