Defined Benefit (Pension) · DOL Form 5500 · 2023

Oswego Hospital, Inc. Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
158
Participants Small participant base
83rd
Percentile by assets National rank
$247,144
Avg per participant Above avg balance/head
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Official DOL plan name: The Oswego Hospital Retirement Plan · Sponsored by Oswego Hospital, Inc. · New York · Healthcare & Social Assistance

$39M in assets, 158 participants

Oswego Hospital, Inc.'s The Oswego Hospital Retirement Plan reported $39M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,085 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

The Oswego Hospital Retirement Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $39M.

#15,085
in Healthcare & Social Assistance (17,684 peers)
+2.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Oswego Hospital Retirement Plan's outsized position by total assets

The Oswego Hospital Retirement Plan vs every filed plan by assets

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

$39,048,682 Top 17% higher than 83% 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

The Oswego Hospital Retirement Plan 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. The Oswego Hospital Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Oswego Hospital Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Oswego Hospital Retirement Plan reported participants fell from 174 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • The Oswego Hospital Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 150532220 · Oswego Hospital, Inc. PY 2023 · Defined Benefit (Pension)

The Oswego Hospital Retirement Plan · $39M · 158 · 83rd

  • BOOK $39M
  • BOOK 158
  • BOOK 83rd
  • BOOK Defined Benefit (Pension)
  • BOOK near The Retirement Plan of Saco & Biddeford Savings Institution
  • BOOK ind #15085

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 →

The Oswego Hospital Retirement Plan in the asset neighbourhood

Belden Brick Co. Pension Plan$39MThe Oswego Hospital Retirement PlanThe Oswego Hospital Retireme…$39MThe Retirement Plan of Saco & Biddeford Savings InstitutionThe Retirement Plan of Saco …$39MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$39MRoofers Local 221 Pension Trust FundRoofers Local 221 Pension Tr…$39M
End-of-year total assets ($M) among The Oswego Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$39M
Net Income$1M
Employer EIN150532220
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswego Hospital, Inc.)

Sponsor-wide plan assets over time

All Oswego Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 16.960079701715816% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $96.2M $113M ▲ +17.0%
Year Plans Participants Total Assets
2022 2 1,422 $96M
2023 2 1,413 $107M
2024 2 1,522 $113M

Nearby Defined Benefit (Pension) Plans in New York

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

The Oswego Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Oswego Hospital Retirement Plan, Total assets ($B): 0.039048682 · Participants: 158The Oswego Hospital Retirement PlanIBM 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
The Oswego Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Oswego Hospital Retirement Plan side-by-side with 3 peers →

The Oswego Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of Saco & Biddeford Savings Institution in ME ($39M); by covered participants it is Mdwest One, P.C. Cash Balance Pension Plan in NE (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 The Oswego Hospital Retirement Plan assets move in 2023? ▼
The Oswego Hospital Retirement Plan edged up modestly - up 2.8% during 2023, from $38M to $39M. Reported net income was $1M.
How have Oswego Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oswego Hospital, Inc.'s sponsor-wide assets grew 17.0%, from $96M to $113M.
Where does The Oswego Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
The Oswego Hospital Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Oswego Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan of Saco & Biddeford Savings Institution in ME ($39M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Oswego Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mdwest One, P.C. Cash Balance Pension Plan in NE (158 participants, $22M in assets).

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 150532220.

Read our methodology - how this data is sourced, computed, and verified.

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