Other · DOL Form 5500 · 2023
Samaritan Medical Center Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 1,511
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $6,125
- Avg per participant Low balance/head
Official DOL plan name: Samaritan Medical Center/Samaritan Keep Home 403(b) Plan · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance
$9M in assets, 1,511 participants
Samaritan Medical Center's Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported $9M in total assets and 1,511 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,069 in Healthcare & Social Assistance (17,684 peers)
Samaritan Medical Center multi-year trail
Samaritan Medical Center's plans moved +15.8% in assets from 2022 to 2024; this filing shows Samaritan Medical Center/Samaritan Keep Home 403(b) Plan at $9M / 1,511 participants.
- #11,069
- in Healthcare & Social Assistance (17,684 peers)
- +22.7%
- assets growth YoY
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,254,584 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Samaritan Medical Center/Samaritan Keep Home 403(b) 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. Samaritan Medical Center/Samaritan Keep Home 403(b) Plan lands in the large band (1,511 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported participants rose from 691 in the plan year 2022 filing to 1,511 in the plan year 2023 filing.
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 150533577 · Samaritan Medical Center PY 2023 · Other
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan · $9M · 1,511 · 57th
- PHOTO $9M
- PHOTO 1,511
- PHOTO 57th
- PHOTO Other
- PHOTO near Winchester Hospital Flexible Pension Plan
- PHOTO ind #11069
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 →
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan in the asset neighbourhood
Samaritan Medical Center multi-year asset trail
Sponsor-wide plan assets over time
All Samaritan Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $304M 15.818795235450391% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,199 | $262M |
| 2023 | 4 | 3,519 | $291M |
| 2024 | 4 | 4,137 | $304M |
Samaritan Medical Center filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 150533577 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Winchester Hospital Flexible Pension Plan in MA ($9M); by covered participants it is Anderson Healthcare 403b Plan in IL (1,510 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,511 participants); asset peers above are excluded.
- Anderson Healthcare 403b Plan (IL) 1,510 · 1 off
- Anderson Regional Medical Center 403(b) Plan (MS) 1,515 · 4 off
- Messiah University Defined Contribution Retirement Plan (PA) 1,516 · 5 off
- Wesleyan University Retirement Plan (CT) 1,517 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.