Defined Benefit (Pension) · DOL Form 5500 · 2023

Ellis Medicine Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
255
Participants Below avg headcount
86th
Percentile by assets National rank
$211,827
Avg per participant Above avg balance/head
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Official DOL plan name: Employees' Retirement Plan of Ellis Hospital · Sponsored by Ellis Medicine · New York · Healthcare & Social Assistance

$54M in assets, 255 participants

Ellis Medicine's Employees' Retirement Plan of Ellis Hospital reported $54M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,641 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Employees' Retirement Plan of Ellis Hospital covers 255 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $54M.

#15,641
in Healthcare & Social Assistance (17,684 peers)
-5.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Retirement Plan of Ellis Hospital's outsized position by total assets

Employees' Retirement Plan of Ellis Hospital vs every filed plan by assets

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

$54,015,943 Top 14% higher than 86% 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

Employees' Retirement Plan of Ellis Hospital 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. Employees' Retirement Plan of Ellis Hospital sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Retirement Plan of Ellis Hospital reported net income rose from -$28M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Employees' Retirement Plan of Ellis Hospital reported participants fell from 291 in the plan year 2022 filing to 255 in the plan year 2023 filing.
  • Employees' Retirement Plan of Ellis Hospital end-of-year assets fell from $57M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141338428 · Ellis Medicine PY 2023 · Defined Benefit (Pension)

Employees' Retirement Plan of Ellis Hospital · $54M · 255 · 86th

  • IND $54M
  • EOY 255
  • 5500 86th
  • ASSETS Defined Benefit (Pension)
  • PCT near The Chart Pension Plan
  • EIN ind #15641

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 →

Employees' Retirement Plan of Ellis Hospital in the asset neighbourhood

Cambridge Bancorp Employee Retirement PlanCambridge Bancorp Employee R…$54MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$54MRetirement Plan for Employees of Bacardi CorporationRetirement Plan for Employee…$54MThe Chart Pension Plan$54MEmployees' Retirement Plan of Ellis HospitalEmployees' Retirement Plan o…$54M
End-of-year total assets ($M) among Employees' Retirement Plan of Ellis Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$54M
Net Income-$3M
Employer EIN141338428
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellis Medicine)

Sponsor-wide plan assets over time

All Ellis Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$303M 5.356642279539399% vs 2022
2024 filing year
$280M$290M$300M$310M 202220232024 $287M $303M ▲ +5.4%
Year Plans Participants Total Assets
2022 2 2,945 $287M
2023 2 2,896 $308M
2024 2 3,021 $303M

Nearby Defined Benefit (Pension) Plans in New York

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

Employees' Retirement Plan of Ellis Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employees' Retirement Plan of Ellis Hospital, Total assets ($B): 0.054015943 · Participants: 255Employees' Retirement Plan of Ellis HospitalIBM 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
Employees' Retirement Plan of Ellis Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees' Retirement Plan of Ellis Hospital side-by-side with 3 peers →

Employees' Retirement Plan of Ellis Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Chart Pension Plan in GA ($54M); by covered participants it is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Employees' Retirement Plan of Ellis Hospital assets move in 2023? ▼
Employees' Retirement Plan of Ellis Hospital pulled back noticeably - down 5.1% during 2023, from $57M to $54M. Reported net income was -$3M.
How have Ellis Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Medicine's sponsor-wide assets grew 5.4%, from $287M to $303M.
Where does Employees' Retirement Plan of Ellis Hospital rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of Ellis Hospital ranks in the 86th 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 Employees' Retirement Plan of Ellis Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Chart Pension Plan in GA ($54M, 151 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Ellis Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants, $90M 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 141338428.

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.