401(k) · DOL Form 5500 · 2023
Albany Med Health System 401(k) Plan
Data updated 2026-08-11
- $526M
- Total assets
- 9,335
- Participants
- 97th
- Percentile by assets
- $56,323
- Avg per participant
Official DOL plan name: Albany Medical Center 403 (B) Plan · Sponsored by Albany Med Health System · New York · Healthcare & Social Assistance
$526M in assets, 9,335 participants
Albany Med Health System's Albany Medical Center 403 (B) Plan reported $526M in total assets and 9,335 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,276 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Albany Medical Center 403 (B) Plan covers 9,335 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $526M.
- $526M
- total plan assets (2023 EOY)
- 9,335
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $56,323
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Albany Medical Center 403 (B) Plan reported net income rose from -$70M in the plan year 2022 filing to $92M in the plan year 2023 filing.
- Albany Medical Center 403 (B) Plan end-of-year assets rose from $433M in the plan year 2022 filing to $526M in the plan year 2023 filing.
- Albany Medical Center 403 (B) Plan reported participants rose from 9,167 in the plan year 2022 filing to 9,335 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Albany Medical Center 403 (B) Plan reports 9,335 participants - 12x that state average ($526M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $433M |
|---|---|
| Net Assets (End of Year) | $526M |
| Net Income | $92M |
| Employer EIN | 141641730 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albany Med Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,945 | $741M |
| 2023 | 2 | 17,126 | $813M |
| 2024 | 2 | 17,750 | $889M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Albany Medical Center 403 (B) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Albany Medical Center 403 (B) Plan
Albany Medical Center 403 (B) Plan reports $526M in end-of-year assets across 9,335 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $56,323 per participant (41% of the national average assets-per-participant) . Net income for plan year 2023 was $92M.
This plan identity (EIN 141641730, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $433M to $599M (+38.3%) while covered participants moved from 9,167 to 9,762 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,167 | $433M | Open filing |
| 2023 | 9,335 | $526M | This page |
| 2024 · index core | 9,762 | $599M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Albany Medical Center 403(b) Plan (401(k), $599M, 9,762 participants)
- The Albany Medical Center Retirement Plan (Defined Benefit (Pension), $290M, 7,988 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Albany Medical Center 403 (B) Plan by total assets, not by location.
- Cno 401(k) Plan (IN) $526M · 3,380
- Bridgewater Associates, LP 401(k) Plan (CT) $526M · 1,383
- Kent Corporation Retirement Plan (IA) $526M · 1,768
- Employers Mutual Casualty Company 401(k) Savings Plan (IA) $525M · 2,206
Frequently Asked Questions
How did Albany Medical Center 403 (B) Plan assets move in 2023? ▼
How have Albany Med Health System plan assets changed over time? ▼
Where does Albany Medical Center 403 (B) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Albany Medical Center 403 (B) Plan? ▼
Next read for Albany Medical Center 403 (B) Plan
Filing takeaways
Ways to act on Albany Medical Center 403 (B) Plan's numbers.
- By total assets, Albany Medical Center 403 (B) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Albany Med Health System's sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans