401(k) · DOL Form 5500 · 2023
Kaleida Health 401(k) Plan
Data updated 2026-08-25
- $648M
- Total assets Above avg plan size
- 8,221
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $78,851
- Avg per participant Below avg balance/head
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.
- #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.
- #17,341
- in Healthcare & Social Assistance (17,684 peers)
- +13.5%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Kaleida Health Savings Investment 403(b) Plan's outsized position by total assets
Kaleida Health Savings Investment 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$648,232,991 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kaleida Health Savings Investment 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaleida Health Savings Investment 403(b) Plan lands in the large band (8,221 participants).
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.
Published 5500 schedule card
Filing strip 161533232 · Kaleida Health PY 2023 · 401(k)
Kaleida Health Savings Investment 403(b) Plan · $648M · 8,221 · 98th
- BOY $648M
- BOY 8,221
- BOY 98th
- BOY 401(k)
- BOY near Mitsubishi Chemical America Employees' Savings Plan
- BOY ind #17341
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 →
Kaleida Health Savings Investment 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kaleida Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 23.709827166226884% vs 2022
- 2024 filing year
| 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.
- 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)
Kaleida Health Savings Investment 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mitsubishi Chemical America Employees' Savings Plan in NC ($648M); by covered participants it is Volkswagen Group of America, Inc. Defined Contribution and Savings Plan in VA (8,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($648M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,221 participants); asset peers above are excluded.
- Volkswagen Group of America, Inc. Defined Contribution and Savings Plan (VA) 8,222 · 1 off
- Wood 401(k) Plan (TX) 8,218 · 3 off
- Vetcor 401(k) Plan (MA) 8,200 · 21 off
- Gruma Corporation Retirement Savings Plan (TX) 8,244 · 23 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.