Defined Benefit (Pension) · DOL Form 5500 · 2023

Brooks-Tlc Hospital System, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
85
Participants Small participant base
69th
Percentile by assets National rank
$190,557
Avg per participant Above avg balance/head
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Official DOL plan name: Brooks Memorial Hospital Union Employees' Pension Plan · Sponsored by Brooks-Tlc Hospital System, Inc. · New York · Healthcare & Social Assistance

$16M in assets, 85 participants

Brooks-Tlc Hospital System, Inc.'s Brooks Memorial Hospital Union Employees' Pension Plan reported $16M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,016 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Brooks Memorial Hospital Union Employees' Pension Plan holds $16M for 85 participants - about $190,557 per participant, above the median plan by assets.

#13,016
in Healthcare & Social Assistance (17,684 peers)
+2.5%
assets growth YoY

Brooks Memorial Hospital Union Employees' Pension Plan's outsized position by total assets

Brooks Memorial Hospital Union Employees' Pension Plan vs every filed plan by assets

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

$16,197,322 Top 31% higher than 69% 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

Brooks Memorial Hospital Union Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brooks Memorial Hospital Union Employees' Pension Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brooks Memorial Hospital Union Employees' Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $397K in the plan year 2023 filing.
  • Brooks Memorial Hospital Union Employees' Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Brooks Memorial Hospital Union Employees' Pension Plan reported participants rose from 84 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160743301 · Brooks-Tlc Hospital System, Inc. PY 2023 · Defined Benefit (Pension)

Brooks Memorial Hospital Union Employees' Pension Plan · $16M · 85 · 69th

  • EIN $16M
  • EIN 85
  • EIN 69th
  • EIN Defined Benefit (Pension)
  • EIN near Food Products Association Retirement Plan
  • EIN ind #13016

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 →

Brooks Memorial Hospital Union Employees' Pension Plan in the asset neighbourhood

The Bangor Publishing Company Pension PlanThe Bangor Publishing Compan…$16MBrooks Memorial Hospital Union Employees' Pension PlanBrooks Memorial Hospital Uni…$16MFood Products Association Retirement PlanFood Products Association Re…$16MD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension PlanD.G. Yuengling & Son, Inc. H…$16MHorizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust AgreementHorizon Telcom and Subsidiar…$16M
End-of-year total assets ($M) among Brooks Memorial Hospital Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$397K
Employer EIN160743301
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks-Tlc Hospital System, Inc.)

Sponsor-wide plan assets over time

All Brooks-Tlc Hospital System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 5.966386497002856% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M 202220232024 $20.4M $21.6M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 120 $20M
2023 2 99 $20M
2024 2 100 $22M

Nearby Defined Benefit (Pension) Plans in New York

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

Brooks Memorial Hospital Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Brooks Memorial Hospital Union Employees' Pension Plan, Total assets ($B): 0.016197322 · Participants: 85Brooks Memorial Hospital Union Employees' Pension 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
Brooks Memorial Hospital Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Brooks Memorial Hospital Union Employees' Pension Plan side-by-side with 3 peers →

Brooks Memorial Hospital Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Food Products Association Retirement Plan in VA ($16M); by covered participants it is Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc in PR (85 participants). Same-state nearby plans are listed separately above.

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 Brooks Memorial Hospital Union Employees' Pension Plan assets move in 2023? ▼
Brooks Memorial Hospital Union Employees' Pension Plan edged up modestly - up 2.5% during 2023, from $16M to $16M. Reported net income was $397K.
How have Brooks-Tlc Hospital System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks-Tlc Hospital System, Inc.'s sponsor-wide assets grew 6.0%, from $20M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Brooks Memorial Hospital Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Food Products Association Retirement Plan in VA ($16M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brooks Memorial Hospital Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc in PR (85 participants, $5M 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 160743301.

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.