Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

St. Joseph Hospital Retirement Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Catholic Health · New York · Healthcare & Social Assistance

What the 2023 filing shows

St. Joseph Hospital Retirement Income Plan holds $25M for 132 participants — about $188,509 per participant, down 3.8% over the 2023 plan year.

$25M
total plan assets (2023 EOY)
132
covered participants
$188,509
avg assets per participant
-3.8%
assets change YoY
Total Assets (2023)
$25M
Participants
132
State
Industry
Healthcare & Social Assistance

What the Filing Says About St. Joseph Hospital Retirement Income Plan

St. Joseph Hospital Retirement Income Plan is a Defined Benefit (Pension) retirement plan sponsored by Catholic Health, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 132 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222565278, and the plan has been effective since 1972-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2023 to $25M at year-end — a decline of 3.8%. Net assets (after liabilities) closed the year at $25M, with reported net income of $16K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Catholic Health)

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.

Frequently Asked Questions

How much money is in the St. Joseph Hospital Retirement Income Plan?
As of the 2023 Form 5500 filing, St. Joseph Hospital Retirement Income Plan holds $25M in total assets with 132 participants. It is sponsored by Catholic Health.
What type of plan is St. Joseph Hospital Retirement Income Plan?
St. Joseph Hospital Retirement Income Plan is a Defined Benefit (Pension) plan. It has been effective since 1972-01-01. The plan is filed with the U.S. Department of Labor under EIN 222565278.
Who sponsors the St. Joseph Hospital Retirement Income Plan?
St. Joseph Hospital Retirement Income Plan is sponsored by Catholic Health, located in New York. The sponsor's EIN is 222565278 and the plan operates in the Healthcare & Social Assistance industry.
How did St. Joseph Hospital Retirement Income Plan perform in 2023?
St. Joseph Hospital Retirement Income Plan declined by 3.8% during 2023, moving from $26M to $25M in total assets. Net income was $16K.
Where can I find official filings for St. Joseph Hospital Retirement Income Plan?
Official Form 5500 filings for St. Joseph Hospital Retirement Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222565278 or plan name at efast.dol.gov.
How does St. Joseph Hospital Retirement Income Plan compare to other plans?
You can compare St. Joseph Hospital Retirement Income Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.