Profit Sharing · DOL Form 5500 · 2023

Niagara Lutheran Health System, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
274
Participants Below avg headcount
35th
Percentile by assets National rank
$10,628
Avg per participant Low balance/head
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Official DOL plan name: Niagara Lutheran Health System, Inc. Retirement Plan · Sponsored by Niagara Lutheran Health System, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 274 participants

Niagara Lutheran Health System, Inc.'s Niagara Lutheran Health System, Inc. Retirement Plan reported $3M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,378 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Niagara Lutheran Health System, Inc. Retirement Plan covers 274 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,378
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

Niagara Lutheran Health System, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Niagara Lutheran Health System, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,912,085 35th percentile higher than 35% of 127,068 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 2023

Niagara Lutheran Health System, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Niagara Lutheran Health System, Inc. Retirement Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Niagara Lutheran Health System, Inc. Retirement Plan reported net income rose from -$750K in the plan year 2022 filing to $399K in the plan year 2023 filing.
  • Niagara Lutheran Health System, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Niagara Lutheran Health System, Inc. Retirement Plan reported participants rose from 266 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161501206 · Niagara Lutheran Health System, Inc. PY 2023 · Profit Sharing

Niagara Lutheran Health System, Inc. Retirement Plan · $3M · 274 · 35th

  • 5500 $3M
  • ASSETS 274
  • PCT 35th
  • EIN Profit Sharing
  • RANK near Archbold Furniture Co. , Inc. 401(k) Plan
  • PHOTO ind #6378

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 →

Niagara Lutheran Health System, Inc. Retirement Plan in the asset neighbourhood

Niagara Lutheran Health System, Inc. Retirement PlanNiagara Lutheran Health Syst…$3MArchbold Furniture Co. , Inc. 401(k) PlanArchbold Furniture Co. , Inc…$3MJm Washington Inc. Retirement PlanJm Washington Inc. Retiremen…$3MHospital Dr Susoni Inc Dba Hospital Metropolitano Dr SusoniHospital Dr Susoni Inc Dba H…$3MUnited Zion Retirement Community 403(b) RetirementUnited Zion Retirement Commu…$3M
End-of-year total assets ($M) among Niagara Lutheran Health System, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$399K
Employer EIN161501206
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Niagara Lutheran Health System, Inc.)

Sponsor-wide plan assets over time

All Niagara Lutheran Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 266 $3M
2023 1 274 $3M
2024 1 243 N/A

Nearby Profit Sharing Plans in New York

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

Niagara Lutheran Health System, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Niagara Lutheran Health System, Inc. Retirement Plan, Total assets ($B): 0.002912085 · Participants: 274Niagara Lutheran Health System, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Niagara Lutheran Health System, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Niagara Lutheran Health System, Inc. Retirement Plan side-by-side with 3 peers →

Niagara Lutheran Health System, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Archbold Furniture Co. , Inc. 401(k) Plan in OH ($3M); by covered participants it is Illinois Valley Economic Development Corporation Retirement Plan in IL (274 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Niagara Lutheran Health System, Inc. Retirement Plan assets move in 2023? ▼
Niagara Lutheran Health System, Inc. Retirement Plan grew sharply - up 16.4% during 2023, from $3M to $3M. Reported net income was $399K.
Which Profit Sharing plans are similar in size to Niagara Lutheran Health System, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Archbold Furniture Co. , Inc. 401(k) Plan in OH ($3M, 94 participants).
Which Profit Sharing plans cover a similar participant headcount to Niagara Lutheran Health System, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Illinois Valley Economic Development Corporation Retirement Plan in IL (274 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161501206.

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.