401(k) · DOL Form 5500 · 2023

Board of Trustees of the Nhca and Affiliates Ret and Savings Plan 401(k) Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
8,025
Participants Very large workforce
95th
Percentile by assets National rank
$24,458
Avg per participant Low balance/head
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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.

  • #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.

#16,847
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Nhca and Affiliates Retirement and Savings Plan's outsized position by total assets

Nhca and Affiliates Retirement and Savings Plan vs every filed plan by assets

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

$196,278,506 Top 5% higher than 95% 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

Nhca and Affiliates Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nhca and Affiliates Retirement and Savings Plan lands in the large band (8,025 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800211177 · Board of Trustees of the Nhca and Affiliates Ret and Savings Plan PY 2023 · 401(k)

Nhca and Affiliates Retirement and Savings Plan · $196M · 8,025 · 95th

  • EBSA $196M
  • PART 8,025
  • TYPE 95th
  • NET 401(k)
  • BOOK near The James B. Oswald Co. 401(k) Plan & Trust
  • VS-ST ind #16847

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 →

Nhca and Affiliates Retirement and Savings Plan in the asset neighbourhood

Partner Reinsurance Company of the U.S. 401(k) PlanPartner Reinsurance Company …$196MThe James B. Oswald Co. 401(k) Plan & TrustThe James B. Oswald Co. 401(…$196MNhca and Affiliates Retirement and Savings PlanNhca and Affiliates Retireme…$196MShort-Elliott-Hendrickson, Inc. Profit Sharing and 401(k) PlanShort-Elliott-Hendrickson, I…$196MSkillsoft Corporation 401(k) Profit Sharing PlanSkillsoft Corporation 401(k)…$196M
End-of-year total assets ($M) among Nhca and Affiliates Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$196M
Net Income$30M
Employer EIN800211177
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Nhca and Affiliates Ret and Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Nhca and Affiliates Ret and Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$228M 37.24413115108328% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $166M $228M ▲ +37.2%
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 Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Nhca and Affiliates Retirement and Savings Plan, Total assets ($B): 0.196278506 · Participants: 8025Nhca and Affiliates Retirement and Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Nhca and Affiliates Retirement and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nhca and Affiliates Retirement and Savings Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The James B. Oswald Co. 401(k) Plan & Trust in OH ($196M); by covered participants it is Alphastaff Retirement Savings Plan in FL (8,025 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,025 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 Nhca and Affiliates Retirement and Savings Plan assets move in 2023? ▼
Nhca and Affiliates Retirement and Savings Plan grew sharply - up 18.3% during 2023, from $166M to $196M. Reported net income was $30M.
How have Board of Trustees of the Nhca and Affiliates Ret and Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Nhca and Affiliates Ret and Savings Plan's sponsor-wide assets grew 37.2%, from $166M to $228M.
Where does Nhca and Affiliates Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Nhca and Affiliates Retirement and Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Nhca and Affiliates Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The James B. Oswald Co. 401(k) Plan & Trust in OH ($196M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Nhca and Affiliates Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alphastaff Retirement Savings Plan in FL (8,025 participants, $235M 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 800211177.

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.