Defined Benefit (Pension) · DOL Form 5500 · 2022

Aurelia Osborn Fox Memorial Hospital Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
37th
Percentile by assets National rank
$76,019
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan of Aurelia Osborn Fox Memorial Hospital · Sponsored by Aurelia Osborn Fox Memorial Hospital · New York · Healthcare & Social Assistance

$2M in assets, 32 participants

Aurelia Osborn Fox Memorial Hospital's Pension Plan of Aurelia Osborn Fox Memorial Hospital reported $2M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,847 in Healthcare & Social Assistance (20,060 peers)

Aurelia Osborn Fox Memorial Hospital multi-year trail

Aurelia Osborn Fox Memorial Hospital's plans moved +14.9% in assets from 2022 to 2024; this filing shows Pension Plan of Aurelia Osborn Fox Memorial Hospital at $2M / 32 participants.

#7,847
in Healthcare & Social Assistance (20,060 peers)
-3.6%
assets change YoY

The plan reported a net loss of $92K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Aurelia Osborn Fox Memorial Hospital's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pension Plan of Aurelia Osborn Fox Memorial Hospital vs every filed plan by assets

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

$2,432,616 37th percentile higher than 37% 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

Pension Plan of Aurelia Osborn Fox Memorial Hospital among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Aurelia Osborn Fox Memorial Hospital is a small filing (32 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 150539039 · Aurelia Osborn Fox Memorial Hospital PY 2022 · Defined Benefit (Pension)

Pension Plan of Aurelia Osborn Fox Memorial Hospital · $2M · 32 · 37th

  • NET $2M
  • NET 32
  • NET 37th
  • NET Defined Benefit (Pension)
  • NET near Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan
  • NET ind #7847

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 →

Pension Plan of Aurelia Osborn Fox Memorial Hospital in the asset neighbourhood

Terrasage Pension Plan$2MSouthern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment PlanSouthern Highlands Community…$2MPension Plan of Aurelia Osborn Fox Memorial HospitalPension Plan of Aurelia Osbo…$2MSouthwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialis…$2MHitachi Energy USA Inc. Pension Plan (Ue 625 & 626)Hitachi Energy USA Inc. Pens…$2M
End-of-year total assets ($M) among Pension Plan of Aurelia Osborn Fox Memorial Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Aurelia Osborn Fox Memorial Hospital multi-year asset trail

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

Aurelia Osborn Fox Memorial Hospital filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$92K
Employer EIN150539039
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan of Aurelia Osborn Fox Memorial Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan of Aurelia Osborn Fox Memorial Hospital, Total assets ($B): 0.002432616 · Participants: 32Pension Plan of Aurelia Osborn Fox Memorial HospitalIBM 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
Pension Plan of Aurelia Osborn Fox Memorial Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of Aurelia Osborn Fox Memorial Hospital side-by-side with 3 peers →

Pension Plan of Aurelia Osborn Fox Memorial Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan in OH ($2M); by covered participants it is Paulo Products Company Employees' Pension Plan in MO (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Pension Plan of Aurelia Osborn Fox Memorial Hospital assets move in 2022? ▼
Pension Plan of Aurelia Osborn Fox Memorial Hospital edged down modestly - down 3.6% during 2022, from $3M to $2M. Reported net income was -$92K.
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.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Aurelia Osborn Fox Memorial Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan in OH ($2M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Aurelia Osborn Fox Memorial Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Paulo Products Company Employees' Pension Plan in MO (32 participants, $5M in assets).

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 150539039.

Read our methodology - how this data is sourced, computed, and verified.

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