401(k) · DOL Form 5500 · 2023
Kaleida Health 401(k) Plan
Data updated 2026-08-11
- $648M
- Total assets
- 8,221
- Participants
- 98th
- Percentile by assets
- $78,851
- Avg per participant
Official DOL plan name: Kaleida Health Savings Investment 403(b) Plan · Sponsored by Kaleida Health · New York · Healthcare & Social Assistance
$648M in assets, 8,221 participants
Kaleida Health's Kaleida Health Savings Investment 403(b) Plan reported $648M in total assets and 8,221 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,341 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Kaleida Health Savings Investment 403(b) Plan covers 8,221 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $648M.
- $648M
- total plan assets (2023 EOY)
- 8,221
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $78,851
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaleida Health Savings Investment 403(b) Plan reported net income rose from -$117M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Kaleida Health Savings Investment 403(b) Plan end-of-year assets rose from $571M in the plan year 2022 filing to $648M in the plan year 2023 filing.
- Kaleida Health Savings Investment 403(b) Plan reported participants fell from 8,705 in the plan year 2022 filing to 8,221 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Kaleida Health Savings Investment 403(b) Plan reports 8,221 participants - 10x that state average ($648M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $571M |
|---|---|
| Net Assets (End of Year) | $648M |
| Net Income | $77M |
| Employer EIN | 161533232 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaleida Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,148 | $1.4B |
| 2023 | 3 | 18,136 | $1.5B |
| 2024 | 3 | 24,195 | $1.7B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kaleida Health Savings Investment 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Kaleida Health Savings Investment 403(b) Plan
Kaleida Health Savings Investment 403(b) Plan reports $648M in end-of-year assets across 8,221 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $78,851 per participant (57% of the national average assets-per-participant) . Net income for plan year 2023 was $77M.
This plan identity (EIN 161533232, plan #020) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $571M to $723M (+26.6%) while covered participants moved from 8,705 to 9,305 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,705 | $571M | Open filing |
| 2023 | 8,221 | $648M | This page |
| 2024 · index core | 9,305 | $723M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Kaleida Health Pension Growth Plan (Defined Benefit (Pension), $852M, 5,585 participants)
- Kaleida Health Savings Investment 403(b) Plan (401(k), $723M, 9,305 participants)
- Kaleida Health Savings/Investment (401(k)) Plan (401(k), $141M, 9,305 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kaleida Health Savings Investment 403(b) Plan by total assets, not by location.
- Mitsubishi Chemical America Employees' Savings Plan (NC) $648M · 3,318
- Ebsco Savings and Profit Sharing Plan (AL) $648M · 3,554
- Zoll Medical Corporation Employee Savings Plan (MA) $648M · 4,904
- Sinclair, Inc. 401(k) Retirement Savings Plan (MD) $649M · 8,447
Frequently Asked Questions
How did Kaleida Health Savings Investment 403(b) Plan assets move in 2023? ▼
How have Kaleida Health plan assets changed over time? ▼
Where does Kaleida Health Savings Investment 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kaleida Health Savings Investment 403(b) Plan? ▼
Next read for Kaleida Health Savings Investment 403(b)…
Filing takeaways
Ways to act on Kaleida Health Savings Investment 403(b) Plan's numbers.
- By total assets, Kaleida Health Savings Investment 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Kaleida Health's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans