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

Employees' Retirement Plan of Ellis Hospital

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

Sponsored by Ellis Medicine · New York · Healthcare & Social Assistance

What the 2023 filing shows

Employees' Retirement Plan of Ellis Hospital holds $54M for 255 participants — about $211,827 per participant, down 5.1% over the 2023 plan year.

$54M
total plan assets (2023 EOY)
255
covered participants
$211,827
avg assets per participant
-5.1%
assets change YoY

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.

Total Assets (2023)
$54M
Participants
255
State
Industry
Healthcare & Social Assistance

What the Filing Says About Employees' Retirement Plan of Ellis Hospital

Employees' Retirement Plan of Ellis Hospital is a Defined Benefit (Pension) retirement plan sponsored by Ellis Medicine, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $54M in total end-of-year assets and covers 255 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 141338428, and the plan has been effective since 1958-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2023 to $54M at year-end — a decline of 5.1%. Net assets (after liabilities) closed the year at $54M, with reported net income of $-2,757,411 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)$57M
Total Assets (End of Year)$54M
Net Assets (End of Year)$54M
Net Income$-2,757,411
Plan TypeDefined Benefit (Pension)
Employer EIN141338428
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellis Medicine)

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.

Frequently Asked Questions

How much money is in the Employees' Retirement Plan of Ellis Hospital?
As of the 2023 Form 5500 filing, Employees' Retirement Plan of Ellis Hospital holds $54M in total assets with 255 participants. It is sponsored by Ellis Medicine.
What type of plan is Employees' Retirement Plan of Ellis Hospital?
Employees' Retirement Plan of Ellis Hospital is a Defined Benefit (Pension) plan. It has been effective since 1958-07-01. The plan is filed with the U.S. Department of Labor under EIN 141338428.
Who sponsors the Employees' Retirement Plan of Ellis Hospital?
Employees' Retirement Plan of Ellis Hospital is sponsored by Ellis Medicine, located in New York. The sponsor's EIN is 141338428 and the plan operates in the Healthcare & Social Assistance industry.
How did Employees' Retirement Plan of Ellis Hospital perform in 2023?
Employees' Retirement Plan of Ellis Hospital declined by 5.1% during 2023, moving from $57M to $54M in total assets. Net income was $-2,757,411.
Where can I find official filings for Employees' Retirement Plan of Ellis Hospital?
Official Form 5500 filings for Employees' Retirement Plan of Ellis Hospital are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141338428 or plan name at efast.dol.gov.
How does Employees' Retirement Plan of Ellis Hospital compare to other plans?
You can compare Employees' Retirement Plan of Ellis Hospital 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 141338428.

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.