Defined Benefit (Pension) · DOL Form 5500 · 2022
Kaleida Health Corporate Benefits Pension Plan
Data updated 2026-08-25
- $708M
- Total assets Above avg plan size
- 5,710
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $123,999
- Avg per participant Near avg balance/head
Official DOL plan name: Kaleida Health Pension Growth Plan · Sponsored by Kaleida Health Corporate Benefits · New York · Healthcare & Social Assistance
$708M in assets, 5,710 participants
Kaleida Health Corporate Benefits's Kaleida Health Pension Growth Plan reported $708M in total assets and 5,710 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,799 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Kaleida Health Pension Growth Plan covers 5,710 participants in New York, 7.2x the typical New York plan (state average ~798 per filing). Assets: $708M.
- #19,799
- in Healthcare & Social Assistance (20,060 peers)
- -28.6%
- assets change YoY
- 7.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $284M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaleida Health Pension Growth Plan's outsized position by total assets
Kaleida Health Pension Growth Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$708,033,217 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kaleida Health Pension Growth Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaleida Health Pension Growth Plan lands in the large band (5,710 participants).
Published 5500 schedule card
Filing strip 161533232 · Kaleida Health Corporate Benefits PY 2022 · Defined Benefit (Pension)
Kaleida Health Pension Growth Plan · $708M · 5,710 · 98th
- 5500 $708M
- 5500 5,710
- 5500 98th
- 5500 Defined Benefit (Pension)
- 5500 near Northwest Ironworkers Retirement Plan
- 5500 ind #19799
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 →
Kaleida Health Pension Growth Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $992M |
|---|---|
| Net Assets (End of Year) | $708M |
| Net Income | -$284M |
| Employer EIN | 161533232 |
| Plan Effective Date | 1956-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaleida Health Corporate Benefits)
Sponsor-wide plan assets over time
All Kaleida Health Corporate Benefits plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 23.709827166226884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,148 | $1.4B |
| 2023 | 3 | 18,136 | $1.5B |
| 2024 | 3 | 24,195 | $1.7B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for Kaleida Health Pension Growth Plan
Kaleida Health Pension Growth Plan reports $708M in end-of-year assets across 5,710 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $123,999 per participant (90% of the national average assets-per-participant) . Net income for plan year 2022 was -$284M.
This plan identity (EIN 161533232, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $708M to $852M (+20.3%) while covered participants moved from 5,710 to 5,585 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,710 | $708M | This page |
| 2023 | 5,300 | $776M | Open filing |
| 2024 · index core | 5,585 | $852M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Kaleida Health Pension Growth Plan (Defined Benefit (Pension), $852M, 5,585 participants)
- Kaleida Health Savings Investment 403(b) Plan (401(k), $723M, 9,305 participants)
- Kaleida Health Savings/Investment (401(k)) Plan (401(k), $141M, 9,305 participants)
Kaleida Health Pension Growth Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Northwest Ironworkers Retirement Plan in WA ($708M); by covered participants it is NECA-IBEW Pension Trust Fund in IL (5,701 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($708M here).
- Northwest Ironworkers Retirement Plan (WA) $708M · 3,915
- Carpenters' Pension Trust Fund - Detroit and Vicinity (MI) $711M · 4,876
- Willis North America Inc. Pension Plan (TN) $712M · 769
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund (IL) $713M · 1,721
Similar participant headcount
Nearest other-state filings by covered participants (5,710 participants); asset peers above are excluded.
- NECA-IBEW Pension Trust Fund (IL) 5,701 · 9 off
- Baker Hughes Company Pension Plan (TX) 5,726 · 16 off
- Trane Technologies Pension Plan Number One (NC) 5,741 · 31 off
- US Foods Consolidated Defined Benefit Retirement Plan (IL) 5,744 · 34 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.