Other · DOL Form 5500 · 2023

Montefiore Nyack Hospital Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
794
Participants Near avg headcount
88th
Percentile by assets National rank
$82,485
Avg per participant Below avg balance/head
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Official DOL plan name: Montefiore Nyack Hospital 403(b) Plan · Sponsored by Montefiore Nyack Hospital · New York · Healthcare & Social Assistance

$65M in assets, 794 participants

Montefiore Nyack Hospital's Montefiore Nyack Hospital 403(b) Plan reported $65M in total assets and 794 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,879 in Healthcare & Social Assistance (17,684 peers)

Where Montefiore Nyack Hospital 403(b) Plan sits by assets

Montefiore Nyack Hospital 403(b) Plan sits in the top quartile of all filed plans by assets, $65M for 794 participants (~$82,485/participant), up 17.0% in 2023.

#15,879
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Montefiore Nyack Hospital 403(b) Plan's outsized position by total assets

Montefiore Nyack Hospital 403(b) Plan vs every filed plan by assets

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

$65,492,905 Top 12% higher than 88% 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

Montefiore Nyack Hospital 403(b) 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. Montefiore Nyack Hospital 403(b) Plan sits mid-pack in the medium band (794 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montefiore Nyack Hospital 403(b) Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Montefiore Nyack Hospital 403(b) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Montefiore Nyack Hospital 403(b) Plan reported participants rose from 780 in the plan year 2022 filing to 794 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131740119 · Montefiore Nyack Hospital PY 2023 · Other

Montefiore Nyack Hospital 403(b) Plan · $65M · 794 · 88th

  • EIN $65M
  • RANK 794
  • PHOTO 88th
  • IND Other
  • EOY near Atlantic General Hospital Corporation Tax Deferred Plan
  • 5500 ind #15879

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 →

Montefiore Nyack Hospital 403(b) Plan in the asset neighbourhood

Carti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$66MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$66MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$66MMontefiore Nyack Hospital 403(b) PlanMontefiore Nyack Hospital 40…$65MColumbia College Retirement Savings PlanColumbia College Retirement …$65M
End-of-year total assets ($M) among Montefiore Nyack Hospital 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$65M
Net Income$10M
Employer EIN131740119
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montefiore Nyack Hospital)

Sponsor-wide plan assets over time

All Montefiore Nyack Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$198M 20.828026501806235% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $164M $198M ▲ +20.8%
Year Plans Participants Total Assets
2022 3 1,665 $164M
2023 3 1,680 $183M
2024 3 1,714 $198M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Montefiore Nyack Hospital 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Montefiore Nyack Hospital 403(b) Plan, Total assets ($B): 0.065492905 · Participants: 794Montefiore Nyack Hospital 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Montefiore Nyack Hospital 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Montefiore Nyack Hospital 403(b) Plan side-by-side with 3 peers →

Montefiore Nyack Hospital 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Atlantic General Hospital Corporation Tax Deferred Plan in MD ($66M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (794 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (794 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 Montefiore Nyack Hospital 403(b) Plan assets move in 2023? ▼
Montefiore Nyack Hospital 403(b) Plan grew sharply - up 17.0% during 2023, from $56M to $65M. Reported net income was $10M.
How have Montefiore Nyack Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montefiore Nyack Hospital's sponsor-wide assets grew 20.8%, from $164M to $198M.
Where does Montefiore Nyack Hospital 403(b) Plan rank by assets among Form 5500 filers? ▼
Montefiore Nyack Hospital 403(b) Plan ranks in the 88th 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 Other plans are similar in size to Montefiore Nyack Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Atlantic General Hospital Corporation Tax Deferred Plan in MD ($66M, 1,010 participants).
Which Other plans cover a similar participant headcount to Montefiore Nyack Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (794 participants, $2M 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 131740119.

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.