401(k) · DOL Form 5500 · 2023
Samaritan Medical Center 401(k) Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 1,511
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $128,392
- Avg per participant Near avg balance/head
Official DOL plan name: Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance
$194M in assets, 1,511 participants
Samaritan Medical Center's Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reported $194M in total assets and 1,511 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.
- #16,841 in Healthcare & Social Assistance (17,684 peers)
Where Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan sits by assets
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan sits in the top 5% of all filed plans by assets, $194M for 1,511 participants (~$128,392/participant), up 13.4% in 2023.
- #16,841
- in Healthcare & Social Assistance (17,684 peers)
- +13.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's outsized position by total assets
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$194,000,643 Top 5% higher than 95% 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 Nursing Home Retirement 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 Nursing Home Retirement 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 Nursing Home Retirement Plan reported net income rose from -$47M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reported participants fell from 2,030 in the plan year 2022 filing to 1,511 in the plan year 2023 filing.
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan end-of-year assets rose from $171M in the plan year 2022 filing to $194M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 150533577 · Samaritan Medical Center PY 2023 · 401(k)
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan · $194M · 1,511 · 95th
- EIN $194M
- RANK 1,511
- PHOTO 95th
- IND 401(k)
- EOY near Third Federal 401(k) Savings Plan
- 5500 ind #16841
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 Nursing Home Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $23M |
| Employer EIN | 150533577 |
| Plan Effective Date | 1986-03-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Medical Center)
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 |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Third Federal 401(k) Savings Plan in OH ($194M); by covered participants it is Mmc Group LP 401(k) Profit Sharing Plan in TX (1,510 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Third Federal 401(k) Savings Plan (OH) $194M · 1,030
- Airborn, Inc. 401(k) Savings and Employee Stock Ownership Plan (TX) $194M · 1,544
- Moffatt & Nichol 401(k) Profit Sharing Plan (CA) $194M · 837
- Block Communications Savings Plan (OH) $194M · 1,264
Similar participant headcount
Nearest other-state filings by covered participants (1,511 participants); asset peers above are excluded.
- Mmc Group LP 401(k) Profit Sharing Plan (TX) 1,510 · 1 off
- Intact USA Retirement Savings Plan (MN) 1,512 · 1 off
- Bluestar Resort & Golf 401(k) Retirement Plan (CA) 1,512 · 1 off
- Mulberry Street Management Services, Inc. 401(k) Profit Sharing Plan (WV) 1,510 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.