Other
2022 plan-year Other DOL Form 5500

Jefferson Rehabilitation Center, Inc. Retirement Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jefferson Rehabilitation Center, Inc. · New York · Healthcare & Social Assistance

What the 2023 filing shows

Jefferson Rehabilitation Center, Inc. Retirement Income Plan holds $23M for 77 participants — about $300,558 per participant, up 8.1% over the 2022 plan year.

$23M
total plan assets (2022 EOY)
77
covered participants
$300,558
avg assets per participant
+8.1%
assets growth YoY
Total Assets (2023)
$23M
Participants
77
State
Industry
Healthcare & Social Assistance

What the Filing Says About Jefferson Rehabilitation Center, Inc. Retirement Income Plan

Jefferson Rehabilitation Center, Inc. Retirement Income Plan is a Other retirement plan sponsored by Jefferson Rehabilitation Center, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 77 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 161134631, and the plan has been effective since 1980-12-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $23M at year-end — a gain of 8.1%. Net assets (after liabilities) closed the year at $23M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$21M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$2M
Plan TypeOther
Employer EIN161134631
Plan Effective Date1980-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Rehabilitation Center, Inc.)

Year Plans Participants Total Assets
2022 1 77 $23M
2023 1 70 $22M
2024 1 N/A N/A

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Jefferson Rehabilitation Center, Inc. Retirement Income Plan?
As of the 2022 Form 5500 filing, Jefferson Rehabilitation Center, Inc. Retirement Income Plan holds $23M in total assets with 77 participants. It is sponsored by Jefferson Rehabilitation Center, Inc..
What type of plan is Jefferson Rehabilitation Center, Inc. Retirement Income Plan?
Jefferson Rehabilitation Center, Inc. Retirement Income Plan is a Other plan. It has been effective since 1980-12-30. The plan is filed with the U.S. Department of Labor under EIN 161134631.
Who sponsors the Jefferson Rehabilitation Center, Inc. Retirement Income Plan?
Jefferson Rehabilitation Center, Inc. Retirement Income Plan is sponsored by Jefferson Rehabilitation Center, Inc., located in New York. The sponsor's EIN is 161134631 and the plan operates in the Healthcare & Social Assistance industry.
How did Jefferson Rehabilitation Center, Inc. Retirement Income Plan perform in 2022?
Jefferson Rehabilitation Center, Inc. Retirement Income Plan grew by 8.1% during 2022, moving from $21M to $23M in total assets. Net income was $2M.
Where can I find official filings for Jefferson Rehabilitation Center, Inc. Retirement Income Plan?
Official Form 5500 filings for Jefferson Rehabilitation Center, Inc. Retirement Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161134631 or plan name at efast.dol.gov.
How does Jefferson Rehabilitation Center, Inc. Retirement Income Plan compare to other plans?
You can compare Jefferson Rehabilitation Center, Inc. Retirement Income Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 161134631.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.