401(k) · DOL Form 5500 · 2023
Board of Trustees of the Nhca and Affiliates Ret and Savings Plan 401(k) Plan
Data updated 2026-08-11
- $196M
- Total assets
- 8,025
- Participants
- 95th
- Percentile by assets
- $24,458
- Avg per participant
Official DOL plan name: Nhca and Affiliates Retirement and Savings Plan · Sponsored by Board of Trustees of the Nhca and Affiliates Ret and Savings Plan · New York · Healthcare & Social Assistance
$196M in assets, 8,025 participants
Board of Trustees of the Nhca and Affiliates Ret and Savings Plan's Nhca and Affiliates Retirement and Savings Plan reported $196M in total assets and 8,025 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #16,847 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Nhca and Affiliates Retirement and Savings Plan covers 8,025 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $196M.
- $196M
- total plan assets (2023 EOY)
- 8,025
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $24,458
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nhca and Affiliates Retirement and Savings Plan reported net income rose from -$27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Nhca and Affiliates Retirement and Savings Plan end-of-year assets rose from $166M in the plan year 2022 filing to $196M in the plan year 2023 filing.
- Nhca and Affiliates Retirement and Savings Plan reported participants rose from 7,777 in the plan year 2022 filing to 8,025 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Nhca and Affiliates Retirement and Savings Plan reports 8,025 participants - 10x that state average ($196M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | $30M |
| Employer EIN | 800211177 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Nhca and Affiliates Ret and Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,777 | $166M |
| 2023 | 1 | 8,025 | $196M |
| 2024 | 1 | 8,483 | $228M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Nhca and Affiliates Retirement and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Nhca and Affiliates Retirement and Savings Plan
Nhca and Affiliates Retirement and Savings Plan reports $196M in end-of-year assets across 8,025 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $24,458 per participant (18% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 800211177, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $166M to $228M (+37.2%) while covered participants moved from 7,777 to 8,483 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,777 | $166M | Open filing |
| 2023 | 8,025 | $196M | This page |
| 2024 · index core | 8,483 | $228M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Nhca and Affiliates Retirement and Savings Plan (401(k), $228M, 8,483 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Nhca and Affiliates Retirement and Savings Plan by total assets, not by location.
Frequently Asked Questions
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How have Board of Trustees of the Nhca and Affiliates Ret and Savings Plan plan assets changed over time? ▼
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Filing takeaways
Ways to act on Nhca and Affiliates Retirement and Savings Plan's numbers.
- By total assets, Nhca and Affiliates Retirement and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Trustees of the Nhca and Affiliates Ret and Savings Plan's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans