Defined Benefit (Pension) · DOL Form 5500 · 2023

Catholic Health Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
132
Participants Small participant base
76th
Percentile by assets National rank
$188,509
Avg per participant Above avg balance/head
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Official DOL plan name: St. Joseph Hospital Retirement Income Plan · Sponsored by Catholic Health · New York · Healthcare & Social Assistance

$25M in assets, 132 participants

Catholic Health's St. Joseph Hospital Retirement Income Plan reported $25M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,161 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

St. Joseph Hospital Retirement Income Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $25M.

#14,161
in Healthcare & Social Assistance (17,684 peers)
-3.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

St. Joseph Hospital Retirement Income Plan's outsized position by total assets

St. Joseph Hospital Retirement Income Plan vs every filed plan by assets

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

$24,883,133 Top 24% higher than 76% 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

St. Joseph Hospital Retirement Income Plan 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. St. Joseph Hospital Retirement Income Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph Hospital Retirement Income Plan reported net income rose from -$7M in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • St. Joseph Hospital Retirement Income Plan reported participants fell from 146 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • St. Joseph Hospital Retirement Income Plan end-of-year assets fell from $26M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222565278 · Catholic Health PY 2023 · Defined Benefit (Pension)

St. Joseph Hospital Retirement Income Plan · $25M · 132 · 76th

  • EOY $25M
  • 5500 132
  • ASSETS 76th
  • PCT Defined Benefit (Pension)
  • EIN near Vantage Credit Union Defined Benefit Plan
  • RANK ind #14161

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 →

St. Joseph Hospital Retirement Income Plan in the asset neighbourhood

Retirement & Benefit Plan of Guest Services, Inc.Retirement & Benefit Plan of…$25MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$25MVituity Retirement Plan for Cep PhysiciansVituity Retirement Plan for …$25MSt. Joseph Hospital Retirement Income PlanSt. Joseph Hospital Retireme…$25MVantage Credit Union Defined Benefit PlanVantage Credit Union Defined…$25M
End-of-year total assets ($M) among St. Joseph Hospital Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income$16K
Employer EIN222565278
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Health)

Sponsor-wide plan assets over time

All Catholic Health plans reported in each filing year

Latest sponsor-wide plan assets
$25M 5.104103656877322% vs 2022
2024 filing year
$24M$24.5M$25M$25.5M$26M$26.5M 202220232024 $25.9M $24.6M ▼ -5.1%
Year Plans Participants Total Assets
2022 1 146 $26M
2023 1 132 $25M
2024 1 113 $25M

Nearby Defined Benefit (Pension) Plans in New York

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

St. Joseph Hospital Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants St. Joseph Hospital Retirement Income Plan, Total assets ($B): 0.024883133 · Participants: 132St. Joseph Hospital Retirement Income PlanIBM 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
St. Joseph Hospital Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare St. Joseph Hospital Retirement Income Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Vantage Credit Union Defined Benefit Plan in MO ($25M); by covered participants it is K & F Industries Retirement Plan for Salaried Employees in OH (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 St. Joseph Hospital Retirement Income Plan assets move in 2023? ▼
St. Joseph Hospital Retirement Income Plan edged down modestly - down 3.8% during 2023, from $26M to $25M. Reported net income was $16K.
How have Catholic Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Health's sponsor-wide assets declined 5.1%, from $26M to $25M.
Where does St. Joseph Hospital Retirement Income Plan rank by assets among Form 5500 filers? ▼
St. Joseph Hospital Retirement Income Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to St. Joseph Hospital Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vantage Credit Union Defined Benefit Plan in MO ($25M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Joseph Hospital Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is K & F Industries Retirement Plan for Salaried Employees in OH (132 participants, N/A 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 222565278.

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.