Defined Benefit (Pension) · DOL Form 5500 · 2023

The New Jewish Home Pension Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
115
Participants Small participant base
89th
Percentile by assets National rank
$647,464
Avg per participant High balance/head
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Official DOL plan name: The Jewish Home & Hospital Retirement Plan · Sponsored by The New Jewish Home · New York · Healthcare & Social Assistance

$74M in assets, 115 participants

The New Jewish Home's The Jewish Home & Hospital Retirement Plan reported $74M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,031 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

The Jewish Home & Hospital Retirement Plan covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $74M.

#16,031
in Healthcare & Social Assistance (17,684 peers)
+2.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Jewish Home & Hospital Retirement Plan's outsized position by total assets

The Jewish Home & Hospital Retirement Plan vs every filed plan by assets

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

$74,458,404 Top 11% higher than 89% 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

The Jewish Home & Hospital 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. The Jewish Home & Hospital Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jewish Home & Hospital Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Jewish Home & Hospital Retirement Plan reported participants fell from 130 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • The Jewish Home & Hospital Retirement Plan end-of-year assets rose from $73M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131624033 · The New Jewish Home PY 2023 · Defined Benefit (Pension)

The Jewish Home & Hospital Retirement Plan · $74M · 115 · 89th

  • EOY $74M
  • 5500 115
  • ASSETS 89th
  • PCT Defined Benefit (Pension)
  • EIN near Oklahoma Farm Bureau Pension Plan
  • RANK ind #16031

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 →

The Jewish Home & Hospital Retirement Plan in the asset neighbourhood

Howmet Merged Pension Plan$75MPension Plan a of the American College of Physicians, Inc.Pension Plan a of the Americ…$75MOklahoma Farm Bureau Pension PlanOklahoma Farm Bureau Pension…$75MThe Jewish Home & Hospital Retirement PlanThe Jewish Home & Hospital R…$74MThe Glen Mills Schools Retirement PlanThe Glen Mills Schools Retir…$74M
End-of-year total assets ($M) among The Jewish Home & Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$74M
Net Income$2M
Employer EIN131624033
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New Jewish Home)

Sponsor-wide plan assets over time

All The New Jewish Home plans reported in each filing year

Latest sponsor-wide plan assets
$126M 13.194797476340478% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $126M ▲ +13.2%
Year Plans Participants Total Assets
2022 3 1,948 $111M
2023 2 1,383 $118M
2024 2 1,241 $126M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Jewish Home & Hospital Retirement Plan, Total assets ($B): 0.074458404 · Participants: 115The Jewish Home & Hospital Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Jewish Home & Hospital Retirement Plan side-by-side with 3 peers →

The Jewish Home & Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oklahoma Farm Bureau Pension Plan in OK ($75M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

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 The Jewish Home & Hospital Retirement Plan assets move in 2023? ▼
The Jewish Home & Hospital Retirement Plan edged up modestly - up 2.1% during 2023, from $73M to $74M. Reported net income was $2M.
How have The New Jewish Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New Jewish Home's sponsor-wide assets grew 13.2%, from $111M to $126M.
Where does The Jewish Home & Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
The Jewish Home & Hospital Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Jewish Home & Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oklahoma Farm Bureau Pension Plan in OK ($75M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Jewish Home & Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants, N/A 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 131624033.

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.