Defined Benefit (Pension) · DOL Form 5500 · 2022
Northwell Health, Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 31,833
- Participants Very large workforce
Official DOL plan name: Northwell Health Cash Balance Plan · Sponsored by Northwell Health, Inc. · New York · Healthcare & Social Assistance
N/A in assets, 31,833 participants
Northwell Health, Inc.'s Northwell Health Cash Balance Plan reported N/A in total assets and 31,833 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New York
Northwell Health Cash Balance Plan covers 31,833 participants in New York, 40x the typical New York plan (state average ~798 per filing). Assets: N/A.
- -$491M
- reported net income
The plan reported a net loss of $491M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwell Health Cash Balance Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwell Health Cash Balance Plan is a mega filing (31,833 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 113418133 · Northwell Health, Inc. PY 2022 · Defined Benefit (Pension)
Northwell Health Cash Balance Plan · N/A · 31,833
- VS-ST N/A
- VS-ST 31,833
- VS-ST PY 2022
- VS-ST Defined Benefit (Pension)
- VS-ST near Screen Actors Guild - Producers Pension Plan
- VS-ST 40× state
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 →
New York filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$491M |
| Employer EIN | 113418133 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwell Health, Inc.)
Sponsor-wide plan assets over time
All Northwell Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.6B 35.16717418173857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 106,497 | $11.5B |
| 2023 | 3 | 122,226 | $13.9B |
| 2024 | 3 | 108,023 | $15.6B |
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
Northwell Health Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside New York, the nearest Defined Benefit (Pension) by covered participants is Screen Actors Guild - Producers Pension Plan in CA (32,482 participants; this filing: 31,833 participants).
Similar participant headcount
Nearest other-state filings by covered participants (31,833 participants); asset peers above are excluded.
- Screen Actors Guild - Producers Pension Plan (CA) 32,482 · 649 off
- Usaa Pension Plan (TX) 31,143 · 690 off
- Boilermaker-Blacksmith National Pension Trust (MO) 31,010 · 823 off
- Liberty Mutual Retirement Benefit Plan (MA) 33,087 · 1,254 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.