Other · DOL Form 5500 · 2023
Samaritan Medical Center Retirement Plan
Data updated 2026-08-06
- $9M
- Total assets
- 1,511
- Participants
- 57th
- Percentile by assets
- $6,125
- Avg per participant
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.
- 57th percentile by assets (of 126,618 plans)
- #11,020 in Healthcare & Social Assistance (17,626 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.
- $9M
- total plan assets (2023 EOY)
- 1,511
- covered participants
- 57th
- percentile by assets (of 126,618 plans)
- $6,125
- avg assets per participant
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.
Samaritan Medical Center across 3 plan years on file
Across the 3 plan years Samaritan Medical Center has on file (2022-2024), sponsor-wide plan assets have moved from $262M to $304M, a gain of 15.8%, while reported participants moved from 3,199 to 4,137 (+29.3%). Peak year by sponsor assets: 2024 ($304M); trough: 2022 ($262M).
Samaritan Medical Center multi-year asset trail
| 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.
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Samaritan Medical Center/Samaritan Keep Home 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Samaritan Medical Center/Samaritan Keep Home 403(b) Plan assets move in 2023? ▼
How have Samaritan Medical Center plan assets changed over time? ▼
Which Other plans are similar in size to Samaritan Medical Center/Samaritan Keep Home 403(b) Plan? ▼
Next read for Samaritan Medical Center/Samaritan Keep …
Multi-year trail
Ways to act on Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's numbers.
- By total assets, Samaritan Medical Center/Samaritan Keep Home 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Samaritan Medical Center's sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans