Defined Benefit (Pension) · DOL Form 5500 · 2022
Kaleida Health Corporate Benefits Pension Plan
Data updated 2026-08-11
- $708M
- Total assets
- 5,710
- Participants
- 98th
- Percentile by assets
- $123,999
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $708M
- total plan assets (2022 EOY)
- 5,710
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $123,999
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Kaleida Health Pension Growth Plan reports 5,710 participants - 7.2x that state average ($708M EOY assets).
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)
| 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.
Kaleida Health Pension Growth Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kaleida Health Pension Growth Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kaleida Health Pension Growth Plan assets move in 2022? ▼
How have Kaleida Health Corporate Benefits plan assets changed over time? ▼
Where does Kaleida Health Pension Growth Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kaleida Health Pension Growth Plan? ▼
Next read for Kaleida Health Pension Growth Plan
Filing takeaways
Ways to act on Kaleida Health Pension Growth Plan's numbers.
- By total assets, Kaleida Health Pension Growth Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Kaleida Health Corporate Benefits's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans