Other · DOL Form 5500 · 2023

Oswego Health Retirement Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,255
Participants Near avg headcount
88th
Percentile by assets National rank
$54,056
Avg per participant Low balance/head
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Official DOL plan name: Oswego Health 403(b) Retirement Plan · Sponsored by Oswego Health · New York · Healthcare & Social Assistance

$68M in assets, 1,255 participants

Oswego Health's Oswego Health 403(b) Retirement Plan reported $68M in total assets and 1,255 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,933 in Healthcare & Social Assistance (17,684 peers)

Where Oswego Health 403(b) Retirement Plan sits by assets

Oswego Health 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 1,255 participants (~$54,056/participant), up 16.4% in 2023.

#15,933
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Oswego Health 403(b) Retirement Plan's outsized position by total assets

Oswego Health 403(b) Retirement Plan vs every filed plan by assets

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

$67,840,186 Top 12% higher than 88% 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

Oswego Health 403(b) 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. Oswego Health 403(b) Retirement Plan lands in the large band (1,255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oswego Health 403(b) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Oswego Health 403(b) Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150532220 · Oswego Health PY 2023 · Other

Oswego Health 403(b) Retirement Plan · $68M · 1,255 · 88th

  • IND $68M
  • EOY 1,255
  • 5500 88th
  • ASSETS Other
  • PCT near Hanover College 403(b) Retirement Plan
  • EIN ind #15933

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 →

Oswego Health 403(b) Retirement Plan in the asset neighbourhood

Oswego Health 403(b) Retirement PlanOswego Health 403(b) Retirem…$68MHanover College 403(b) Retirement PlanHanover College 403(b) Retir…$68MMountain Area Health Education Center, Inc. Retirement PlanMountain Area Health Educati…$68MAmerican College of Surgeons Long Term Savings PlanAmerican College of Surgeons…$68MCarteret County General Hospital Tax Deferred Savings PlanCarteret County General Hosp…$68M
End-of-year total assets ($M) among Oswego Health 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN150532220
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswego Health)

Sponsor-wide plan assets over time

All Oswego Health 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 Other Plans in New York

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

Oswego Health 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oswego Health 403(b) Retirement Plan, Total assets ($B): 0.067840186 · Participants: 1255Oswego Health 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Oswego Health 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Oswego Health 403(b) Retirement Plan side-by-side with 3 peers →

Oswego Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Hanover College 403(b) Retirement Plan in IN ($68M); by covered participants it is American Baptist Homes of the Midwest Tda Plan in MN (1,254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,255 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 Oswego Health 403(b) Retirement Plan assets move in 2023? ▼
Oswego Health 403(b) Retirement Plan grew sharply - up 16.4% during 2023, from $58M to $68M. Reported net income was $10M.
How have Oswego Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oswego Health's sponsor-wide assets grew 17.0%, from $96M to $113M.
Where does Oswego Health 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Oswego Health 403(b) Retirement Plan ranks in the 88th 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 Other plans are similar in size to Oswego Health 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hanover College 403(b) Retirement Plan in IN ($68M, 364 participants).
Which Other plans cover a similar participant headcount to Oswego Health 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Baptist Homes of the Midwest Tda Plan in MN (1,254 participants, $19M 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.