Other
2023 plan-year Other DOL Form 5500

Hcr Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by HCR · New York · Healthcare & Social Assistance

What the 2023 filing shows

Hcr Employee Stock Ownership Plan holds $9M for 502 participants — about $17,995 per participant, down 10.4% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
502
covered participants
$17,995
avg assets per participant
-10.4%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
502
State
Industry
Healthcare & Social Assistance

What the Filing Says About Hcr Employee Stock Ownership Plan

Hcr Employee Stock Ownership Plan is a Other retirement plan sponsored by HCR, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 502 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 161108008, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $9M at year-end — a decline of 10.4%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,043,590 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-1,043,590
Plan TypeOther
Employer EIN161108008
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HCR)

Year Plans Participants Total Assets
2022 2 1,188 $23M
2023 2 1,159 $25M
2024 2 1,129 $26M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Hcr Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Hcr Employee Stock Ownership Plan holds $9M in total assets with 502 participants. It is sponsored by HCR.
What type of plan is Hcr Employee Stock Ownership Plan?
Hcr Employee Stock Ownership Plan is a Other plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 161108008.
Who sponsors the Hcr Employee Stock Ownership Plan?
Hcr Employee Stock Ownership Plan is sponsored by HCR, located in New York. The sponsor's EIN is 161108008 and the plan operates in the Healthcare & Social Assistance industry.
How did Hcr Employee Stock Ownership Plan perform in 2023?
Hcr Employee Stock Ownership Plan declined by 10.4% during 2023, moving from $10M to $9M in total assets. Net income was $-1,043,590.
Where can I find official filings for Hcr Employee Stock Ownership Plan?
Official Form 5500 filings for Hcr Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161108008 or plan name at efast.dol.gov.
How does Hcr Employee Stock Ownership Plan compare to other plans?
You can compare Hcr Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 161108008.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.