401(k) · DOL Form 5500 · 2023

St. Joseph's Hospital 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
368
Participants Below avg headcount
66th
Percentile by assets National rank
$38,892
Avg per participant Low balance/head
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Official DOL plan name: St. Joseph's Hospital 401(k) · Sponsored by St. Joseph's Hospital · New York · Healthcare & Social Assistance

$14M in assets, 368 participants

St. Joseph's Hospital's St. Joseph's Hospital 401(k) reported $14M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,613 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

St. Joseph's Hospital 401(k) covers 368 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $14M.

#12,613
in Healthcare & Social Assistance (17,684 peers)
+36.9%
assets growth YoY

St. Joseph's Hospital 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Joseph's Hospital 401(k) vs every filed plan by assets

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

$14,312,092 Top 34% higher than 66% 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

St. Joseph's Hospital 401(k) 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. St. Joseph's Hospital 401(k) sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph's Hospital 401(k) reported net income rose from -$464K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • St. Joseph's Hospital 401(k) end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • St. Joseph's Hospital 401(k) reported participants fell from 431 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131740127 · St. Joseph's Hospital PY 2023 · 401(k)

St. Joseph's Hospital 401(k) · $14M · 368 · 66th

  • NET $14M
  • BOOK 368
  • VS-ST 66th
  • BOY 401(k)
  • SCH near The Law Company, Inc. 401(k) Retirement Plan
  • EBSA ind #12613

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 →

St. Joseph's Hospital 401(k) in the asset neighbourhood

St. Joseph's Hospital 401(k)$14MThe Law Company, Inc. 401(k) Retirement PlanThe Law Company, Inc. 401(k)…$14MSouth Georgia Pecan Company, Inc. 401(k) Profit Sharing PlanSouth Georgia Pecan Company,…$14MSterling Medical 401(k) Plan$14MC & T Design and Equipment Co., Inc. 401(k) PlanC & T Design and Equipment C…$14M
End-of-year total assets ($M) among St. Joseph's Hospital 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN131740127
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph's Hospital)

Sponsor-wide plan assets over time

All St. Joseph's Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$56M 42.113996493870886% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.9M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 1,363 $39M
2023 2 1,271 $49M
2024 2 1,332 $56M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Joseph's Hospital 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants St. Joseph's Hospital 401(k), Total assets ($B): 0.014312092 · Participants: 368St. Joseph's Hospital 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
St. Joseph's Hospital 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare St. Joseph's Hospital 401(k) side-by-side with 3 peers →

St. Joseph's Hospital 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Law Company, Inc. 401(k) Retirement Plan in KS ($14M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 St. Joseph's Hospital 401(k) assets move in 2023? ▼
St. Joseph's Hospital 401(k) surged - up 36.9% during 2023, from $10M to $14M. Reported net income was $4M.
How have St. Joseph's Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Joseph's Hospital's sponsor-wide assets grew 42.1%, from $39M to $56M.
Which 401(k) plans are similar in size to St. Joseph's Hospital 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is The Law Company, Inc. 401(k) Retirement Plan in KS ($14M, 108 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph's Hospital 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 131740127.

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.