401(k) · DOL Form 5500 · 2023

Kaleida Health 401(k) Plan

Data updated 2026-08-11

$125M
Total assets
4,615
Participants
93rd
Percentile by assets
$27,061
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$125M
total plan assets (2023 EOY)
4,615
covered participants
93rd
percentile by assets (of 127,072 plans)
$27,061
avg assets per participant

Where Kaleida Health Savings/Investment (401(k)) Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Kaleida Health Savings/Investment (401(k)) Plan reports 4,615 participants - 5.8x that state average ($125M EOY assets).

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)

$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.39B $1.72B ▲ +23.7%
Total plan assets by year, all Kaleida Health plans on file
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 ($B) Participants Kaleida Health Savin…, Total assets ($B): 0.124886811 · Participants: 4615Kaleida Health Savin…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kaleida Health Savings/Investment (401(k)) Plan by total assets, not by location.

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).

Next read for Kaleida Health Savings/Investment (401(k…

Filing takeaways

Ways to act on Kaleida Health Savings/Investment (401(k)) Plan's numbers.

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.