Profit Sharing · DOL Form 5500 · 2022

Aurelia Osborn Fox Memorial Hospital Profit Sharing Plan

Data updated 2026-08-11

$52M
Total assets
587
Participants
88th
Percentile by assets
$88,570
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$52M
total plan assets (2022 EOY)
587
covered participants
88th
percentile by assets (of 139,126 plans)
$88,570
avg assets per participant

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 vs the 2022 asset distribution

By assets, The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$50M$55M$60M$65M 202220232024 $54.4M $62.6M ▲ +15.0%
Total plan assets by year, all Aurelia Osborn Fox Memorial Hospital plans on file
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

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 …Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital by total assets, not by location.

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).

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Scale reading

Ways to act on The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's numbers.