Profit Sharing · DOL Form 5500 · 2022

Aurelia Osborn Fox Memorial Hospital Profit Sharing Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
587
Participants Below avg headcount
88th
Percentile by assets National rank
$88,570
Avg per participant Below avg balance/head
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Official DOL plan name: The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital · Sponsored by Aurelia Osborn Fox Memorial Hospital · New York · Healthcare & Social Assistance

$52M in assets, 587 participants

Aurelia Osborn Fox Memorial Hospital's The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported $52M in total assets and 587 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,073 in Healthcare & Social Assistance (20,060 peers)

Where The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits by assets

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits in the top quartile of all filed plans by assets, $52M for 587 participants (~$88,570/participant), down 20.6% in 2022.

#18,073
in Healthcare & Social Assistance (20,060 peers)
-20.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's outsized position by total assets

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs every filed plan by assets

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

$51,990,634 Top 12% higher than 88% 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

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital 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. The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits mid-pack in the medium band (587 participants).

Form 5500 schedule snapshot

Filing strip 150539039 · Aurelia Osborn Fox Memorial Hospital PY 2022 · Profit Sharing

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital · $52M · 587 · 88th

  • PART $52M
  • PART 587
  • PART 88th
  • PART Profit Sharing
  • PART near Automotive Industries Individual Account Retirement Plan
  • PART ind #18073

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 →

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital in the asset neighbourhood

Medical Card System Savings PlanMedical Card System Savings …$52MGsk Puerto Rico 401(k) Plan$52MEversheds Sutherland (US) LLP Retirement Plan BEversheds Sutherland (US) LL…$52MAutomotive Industries Individual Account Retirement PlanAutomotive Industries Indivi…$52MThe Retirement Plan for Employees of Aurelia Osborn Fox Memorial HospitalThe Retirement Plan for Empl…$52M
End-of-year total assets ($M) among The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$52M
Net Income-$14M
Employer EIN150539039
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aurelia Osborn Fox Memorial Hospital)

Sponsor-wide plan assets over time

All Aurelia Osborn Fox Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.944631200819503% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.4M $62.6M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 619 $54M
2023 2 577 $59M
2024 2 548 $63M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital, Total assets ($B): 0.051990634 · Participants: 587The Retirement Plan for Employees of Aurelia Osborn Fox Memorial HospitalAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs. nearby Profit Sharing plans in New York, assets vs. participants

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Automotive Industries Individual Account Retirement Plan in CA ($52M); by covered participants it is F.H.C. Employees' Retirement and Security Plan in TX (586 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (587 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 The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital assets move in 2022? ▼
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital declined sharply - down 20.6% during 2022, from $66M to $52M. Reported net income was -$14M.
How have Aurelia Osborn Fox Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aurelia Osborn Fox Memorial Hospital's sponsor-wide assets grew 14.9%, from $54M to $63M.
Where does The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital rank by assets among Form 5500 filers? ▼
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital ranks in the 88th 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 Profit Sharing plans are similar in size to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital? ▼
Among Profit Sharing plans in other states, the closest by assets is Automotive Industries Individual Account Retirement Plan in CA ($52M, 1,139 participants).
Which Profit Sharing plans cover a similar participant headcount to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital? ▼
Among Profit Sharing plans in other states, the closest by covered participants is F.H.C. Employees' Retirement and Security Plan in TX (586 participants, $24M in assets).