Defined Benefit (Pension) · DOL Form 5500 · 2023

St. Barnabas Hospital Inc. Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
238
Participants Below avg headcount
90th
Percentile by assets National rank
$364,523
Avg per participant High balance/head
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Official DOL plan name: Employees Retirement Plan of St. Barnabas Hospital and Affiliates · Sponsored by St. Barnabas Hospital Inc. · New York · Healthcare & Social Assistance

$87M in assets, 238 participants

St. Barnabas Hospital Inc.'s Employees Retirement Plan of St. Barnabas Hospital and Affiliates reported $87M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,188 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Employees Retirement Plan of St. Barnabas Hospital and Affiliates covers 238 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $87M.

#16,188
in Healthcare & Social Assistance (17,684 peers)
+10.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Employees Retirement Plan of St. Barnabas Hospital and Affiliates's outsized position by total assets

Employees Retirement Plan of St. Barnabas Hospital and Affiliates vs every filed plan by assets

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

$86,756,529 Top 10% higher than 90% 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

Employees Retirement Plan of St. Barnabas Hospital and Affiliates 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. Employees Retirement Plan of St. Barnabas Hospital and Affiliates sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Retirement Plan of St. Barnabas Hospital and Affiliates reported net income rose from -$25M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Employees Retirement Plan of St. Barnabas Hospital and Affiliates end-of-year assets rose from $78M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Employees Retirement Plan of St. Barnabas Hospital and Affiliates reported participants fell from 253 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131740122 · St. Barnabas Hospital Inc. PY 2023 · Defined Benefit (Pension)

Employees Retirement Plan of St. Barnabas Hospital and Affiliates · $87M · 238 · 90th

  • PCT $87M
  • EIN 238
  • RANK 90th
  • PHOTO Defined Benefit (Pension)
  • IND near Retirement Plan for Employees of Cass Information Systems, Inc.
  • EOY ind #16188

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 →

Employees Retirement Plan of St. Barnabas Hospital and Affiliates in the asset neighbourhood

Studio Mechanics Local 476 Iatse Retirement PlanStudio Mechanics Local 476 I…$87MEmployees Retirement Plan of St. Barnabas Hospital and AffiliatesEmployees Retirement Plan of…$87MRetirement Plan for Employees of Cass Information Systems, Inc.Retirement Plan for Employee…$87MThe Retirement Plan for Employees of the L.S. Starrett CompanyThe Retirement Plan for Empl…$87MThe Manitowoc Company, Inc. Pension PlanThe Manitowoc Company, Inc. …$87M
End-of-year total assets ($M) among Employees Retirement Plan of St. Barnabas Hospital and Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$87M
Net Income$9M
Employer EIN131740122
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Barnabas Hospital Inc.)

Sponsor-wide plan assets over time

All St. Barnabas Hospital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$241M 31.10742765477255% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $184M $241M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 3,090 $184M
2023 2 3,104 $216M
2024 2 3,081 $241M

Nearby Defined Benefit (Pension) Plans in New York

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

Employees Retirement Plan of St. Barnabas Hospital and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employees Retirement Plan of St. Barnabas Hospital and Affiliates, Total assets ($B): 0.086756529 · Participants: 238Employees Retirement Plan of St. Barnabas Hospital and AffiliatesIBM 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
Employees Retirement Plan of St. Barnabas Hospital and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees Retirement Plan of St. Barnabas Hospital and Affiliates side-by-side with 3 peers →

Employees Retirement Plan of St. Barnabas Hospital and Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Cass Information Systems, Inc. in MO ($87M); by covered participants it is Southern Star Retirement Plan (Non-Union) in KY (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.

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 Employees Retirement Plan of St. Barnabas Hospital and Affiliates assets move in 2023? ▼
Employees Retirement Plan of St. Barnabas Hospital and Affiliates grew at a solid clip - up 10.9% during 2023, from $78M to $87M. Reported net income was $9M.
How have St. Barnabas Hospital Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Barnabas Hospital Inc.'s sponsor-wide assets grew 31.1%, from $184M to $241M.
Where does Employees Retirement Plan of St. Barnabas Hospital and Affiliates rank by assets among Form 5500 filers? ▼
Employees Retirement Plan of St. Barnabas Hospital and Affiliates ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees Retirement Plan of St. Barnabas Hospital and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Cass Information Systems, Inc. in MO ($87M, 448 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees Retirement Plan of St. Barnabas Hospital and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Star Retirement Plan (Non-Union) in KY (238 participants, $48M 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 131740122.

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.