Defined Benefit (Pension) · DOL Form 5500 · 2022

St. Lukes-Roosevelt Hospital Center Pension Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
330
Participants Below avg headcount
94th
Percentile by assets National rank
$395,945
Avg per participant High balance/head
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Official DOL plan name: St. Lukes-Roosevelt Hospital Center Employees' Pension Plan · Sponsored by St. Lukes-Roosevelt Hospital Center · New York · Healthcare & Social Assistance

$131M in assets, 330 participants

St. Lukes-Roosevelt Hospital Center's St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported $131M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,033 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $131M.

#19,033
in Healthcare & Social Assistance (20,060 peers)
-26.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan's outsized position by total assets

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan vs every filed plan by assets

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

$130,661,975 Top 6% higher than 94% 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

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan 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. St. Lukes-Roosevelt Hospital Center Employees' Pension Plan sits mid-pack in the medium band (330 participants).

EBSA filing schedule strip

Filing strip 132997301 · St. Lukes-Roosevelt Hospital Center PY 2022 · Defined Benefit (Pension)

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan · $131M · 330 · 94th

  • PHOTO $131M
  • PHOTO 330
  • PHOTO 94th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Schindler Elevator Corporation Retirement Plan
  • PHOTO ind #19033

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 →

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan in the asset neighbourhood

Schindler Elevator Corporation Retirement PlanSchindler Elevator Corporati…$131MSt. Lukes-Roosevelt Hospital Center Employees' Pension PlanSt. Lukes-Roosevelt Hospital…$131MPq Corporation Retirement PlanPq Corporation Retirement Pl…$131MSwedish Health Services Retiree Pension PlanSwedish Health Services Reti…$130MHenry Crown and Company Pension PlanHenry Crown and Company Pens…$130M
End-of-year total assets ($M) among St. Lukes-Roosevelt Hospital Center Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

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

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

Sponsor-wide plan assets over time

All St. Lukes-Roosevelt Hospital Center plans reported in each filing year

Latest sponsor-wide plan assets
$140M 7.092233987738207% vs 2022
2024 filing year
$125M$130M$135M$140M$145M 202220232024 $131M $140M ▲ +7.1%
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

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

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants St. Lukes-Roosevelt Hospital Center Employees' Pension Plan, Total assets ($B): 0.130661975 · Participants: 330St. Lukes-Roosevelt Hospital Center Employees' Pension PlanIBM 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
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

St. Lukes-Roosevelt Hospital Center Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Schindler Elevator Corporation Retirement Plan in NJ ($131M); by covered participants it is Union Savings Bank Retirement Plan in CT (330 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (330 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 St. Lukes-Roosevelt Hospital Center Employees' Pension Plan assets move in 2022?
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan declined sharply - down 26.3% during 2022, from $177M to $131M. Reported net income was -$46M.
How have St. Lukes-Roosevelt Hospital Center plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Lukes-Roosevelt Hospital Center's sponsor-wide assets grew 7.1%, from $131M to $140M.
Where does St. Lukes-Roosevelt Hospital Center Employees' Pension Plan rank by assets among Form 5500 filers?
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to St. Lukes-Roosevelt Hospital Center Employees' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schindler Elevator Corporation Retirement Plan in NJ ($131M, 271 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Lukes-Roosevelt Hospital Center Employees' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Union Savings Bank Retirement Plan in CT (330 participants, $106M in assets).