Defined Benefit (Pension) · DOL Form 5500 · 2023

Samaritan Medical Center Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
126
Participants Small participant base
60th
Percentile by assets National rank
$85,867
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance

$11M in assets, 126 participants

Samaritan Medical Center's Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. reported $11M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,642 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $11M.

#11,642
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. vs every filed plan by assets

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

$10,819,247 Top 40% higher than 60% 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

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. reported net income rose from -$3M in the plan year 2022 filing to $622K in the plan year 2023 filing.
  • Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. reported participants fell from 133 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 150533577 · Samaritan Medical Center PY 2023 · Defined Benefit (Pension)

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. · $11M · 126 · 60th

  • PCT $11M
  • EIN 126
  • RANK 60th
  • PHOTO Defined Benefit (Pension)
  • IND near Rwc, Inc. Bargaining Employees' Retirement Plan
  • EOY ind #11642

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 →

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. in the asset neighbourhood

F. Eugene Dixon, Jr. Pension PlanF. Eugene Dixon, Jr. Pension…$11MRetirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.Retirement Plan for Licensed…$11MRwc, Inc. Bargaining Employees' Retirement PlanRwc, Inc. Bargaining Employe…$11MWinsouth Credit Union Cash Balance Defined Benefit Plan and TrustWinsouth Credit Union Cash B…$11MWec Pension Plan for Newington BoilermakersWec Pension Plan for Newingt…$11M
End-of-year total assets ($M) among Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$622K
Employer EIN150533577
Plan Effective Date1961-01-01
Filing StatusFILING 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
$240M$260M$280M$300M$320M 202220232024 $262M $304M ▲ +15.8%
Year Plans Participants Total Assets
2022 4 3,199 $262M
2023 4 3,519 $291M
2024 4 4,137 $304M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc., Total assets ($B): 0.010819247 · Participants: 126Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Rwc, Inc. Bargaining Employees' Retirement Plan in MI ($11M); by covered participants it is Chapman and Cutler LLP Cash Balance Plan in IL (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. assets move in 2023?
Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. grew at a solid clip - up 6.1% during 2023, from $10M to $11M. Reported net income was $622K.
How have Samaritan Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Samaritan Medical Center's sponsor-wide assets grew 15.8%, from $262M to $304M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rwc, Inc. Bargaining Employees' Retirement Plan in MI ($11M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chapman and Cutler LLP Cash Balance Plan in IL (126 participants, $52M in assets).