401(k) · DOL Form 5500 · 2023

Kaleida Health 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
4,615
Participants Above avg headcount
93rd
Percentile by assets National rank
$27,061
Avg per participant Low balance/head
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Official DOL plan name: Kaleida Health Savings/Investment (401(k)) Plan · Sponsored by Kaleida Health · New York · Healthcare & Social Assistance

$125M in assets, 4,615 participants

Kaleida Health's Kaleida Health Savings/Investment (401(k)) Plan reported $125M in total assets and 4,615 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,547 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Kaleida Health Savings/Investment (401(k)) Plan covers 4,615 participants in New York, 5.8x the typical New York plan (state average ~798 per filing). Assets: $125M.

#16,547
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Kaleida Health Savings/Investment (401(k)) Plan's outsized position by total assets

Kaleida Health Savings/Investment (401(k)) Plan vs every filed plan by assets

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

$124,886,811 Top 7% higher than 93% 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

Kaleida Health Savings/Investment (401(k)) 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 (401(k)) Plan lands in the large band (4,615 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaleida Health Savings/Investment (401(k)) Plan reported net income rose from -$20M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Kaleida Health Savings/Investment (401(k)) Plan reported participants fell from 8,733 in the plan year 2022 filing to 4,615 in the plan year 2023 filing.
  • Kaleida Health Savings/Investment (401(k)) Plan end-of-year assets rose from $108M in the plan year 2022 filing to $125M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161533232 · Kaleida Health PY 2023 · 401(k)

Kaleida Health Savings/Investment (401(k)) Plan · $125M · 4,615 · 93rd

  • RANK $125M
  • PHOTO 4,615
  • IND 93rd
  • EOY 401(k)
  • 5500 near Mill Creek Residential Trust Resources LLC 401(k) Plan
  • ASSETS ind #16547

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 (401(k)) Plan in the asset neighbourhood

Hawkins, Inc. Profit Sharing PlanHawkins, Inc. Profit Sharing…$125MFibrogen, Inc. 401(k) Plan$125MKaleida Health Savings/Investment (401(k)) PlanKaleida Health Savings/Inves…$125MMill Creek Residential Trust Resources LLC 401(k) PlanMill Creek Residential Trust…$125MOrthopaedic Solutions Management 401(k) PlanOrthopaedic Solutions Manage…$125M
End-of-year total assets ($M) among Kaleida Health Savings/Investment (401(k)) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$125M
Net Income$17M
Employer EIN161533232
Plan Effective Date1999-07-01
Filing StatusFILING 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
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.39B $1.72B ▲ +23.7%
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 (401(k)) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kaleida Health Savings/Investment (401(k)) Plan, Total assets ($B): 0.124886811 · Participants: 4615Kaleida Health Savings/Investment (401(k)) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kaleida Health Savings/Investment (401(k)) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kaleida Health Savings/Investment (401(k)) Plan side-by-side with 3 peers →

Kaleida Health Savings/Investment (401(k)) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mill Creek Residential Trust Resources LLC 401(k) Plan in TX ($125M); by covered participants it is Marine Industry Retirement Plan in IL (4,617 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,615 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 Kaleida Health Savings/Investment (401(k)) Plan assets move in 2023? ▼
Kaleida Health Savings/Investment (401(k)) Plan grew sharply - up 15.8% during 2023, from $108M to $125M. Reported net income was $17M.
How have Kaleida Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleida Health's sponsor-wide assets grew 23.7%, from $1.4B to $1.7B.
Where does Kaleida Health Savings/Investment (401(k)) Plan rank by assets among Form 5500 filers? ▼
Kaleida Health Savings/Investment (401(k)) Plan ranks in the 93rd 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 401(k) plans are similar in size to Kaleida Health Savings/Investment (401(k)) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mill Creek Residential Trust Resources LLC 401(k) Plan in TX ($125M, 1,160 participants).
Which 401(k) plans cover a similar participant headcount to Kaleida Health Savings/Investment (401(k)) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Industry Retirement Plan in IL (4,617 participants, $120M 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 161533232.

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.