Other · DOL Form 5500 · 2022

Bertrand Chaffee Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
186
Participants Below avg headcount
56th
Percentile by assets National rank
$35,050
Avg per participant Low balance/head
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Official DOL plan name: Bertrand Chaffee Hospital 403 B Retirement Plan · Sponsored by Bertrand Chaffee Hospital, Inc. · New York · Healthcare & Social Assistance

$7M in assets, 186 participants

Bertrand Chaffee Hospital, Inc.'s Bertrand Chaffee Hospital 403 B Retirement Plan reported $7M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,429 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Bertrand Chaffee Hospital 403 B Retirement Plan covers 186 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $7M.

#12,429
in Healthcare & Social Assistance (20,060 peers)
-25.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertrand Chaffee Hospital 403 B Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bertrand Chaffee Hospital 403 B Retirement Plan vs every filed plan by assets

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

$6,519,277 Top 44% higher than 56% 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

Bertrand Chaffee Hospital 403 B Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertrand Chaffee Hospital 403 B Retirement Plan sits mid-pack in the medium band (186 participants).

EBSA filing schedule strip

Filing strip 160743921 · Bertrand Chaffee Hospital, Inc. PY 2022 · Other

Bertrand Chaffee Hospital 403 B Retirement Plan · $7M · 186 · 56th

  • VS-ST $7M
  • BOY 186
  • SCH 56th
  • EBSA Other
  • PART near 403(b) Thift Plan of the Arc Gloucester
  • TYPE ind #12429

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 →

Bertrand Chaffee Hospital 403 B Retirement Plan in the asset neighbourhood

Cincinnati Nature Center 403(b) PlanCincinnati Nature Center 403…$7MTeton Science Schools 403(b) DC PlanTeton Science Schools 403(b)…$7MBertrand Chaffee Hospital 403 B Retirement PlanBertrand Chaffee Hospital 40…$7M403(b) Thift Plan of the Arc Gloucester403(b) Thift Plan of the Arc…$7M403(b) Thrift Plan for Employees of San Diego Center for Children403(b) Thrift Plan for Emplo…$7M
End-of-year total assets ($M) among Bertrand Chaffee Hospital 403 B Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN160743921
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertrand Chaffee Hospital, Inc.)

Sponsor-wide plan assets over time

All Bertrand Chaffee Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.130718483046508% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.52M $8.48M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 186 $7M
2023 1 192 $8M
2024 1 199 $8M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Bertrand Chaffee Hospital 403 B Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Bertrand Chaffee Hospital 403 B Retirement Plan, Total assets ($B): 0.006519277 · Participants: 186Bertrand Chaffee Hospital 403 B Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Bertrand Chaffee Hospital 403 B Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Bertrand Chaffee Hospital 403 B Retirement Plan side-by-side with 3 peers →

Bertrand Chaffee Hospital 403 B Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thift Plan of the Arc Gloucester in NJ ($7M); by covered participants it is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Bertrand Chaffee Hospital 403 B Retirement Plan assets move in 2022? ▼
Bertrand Chaffee Hospital 403 B Retirement Plan declined sharply - down 25.9% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Bertrand Chaffee Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertrand Chaffee Hospital, Inc.'s sponsor-wide assets grew 30.1%, from $7M to $8M.
Which Other plans are similar in size to Bertrand Chaffee Hospital 403 B Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thift Plan of the Arc Gloucester in NJ ($7M, 182 participants).
Which Other plans cover a similar participant headcount to Bertrand Chaffee Hospital 403 B Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants, $20M 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 160743921.

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.