401(k) · DOL Form 5500 · 2023
Albany Med Health System 401(k) Plan
Data updated 2026-08-25
- $526M
- Total assets Above avg plan size
- 9,335
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $56,323
- Avg per participant Low balance/head
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.
- #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.
- #17,276
- in Healthcare & Social Assistance (17,684 peers)
- +21.3%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Albany Medical Center 403 (B) Plan's outsized position by total assets
Albany Medical Center 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$525,774,236 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Albany Medical Center 403 (B) 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. Albany Medical Center 403 (B) Plan lands in the large band (9,335 participants).
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.
Published 5500 schedule card
Filing strip 141641730 · Albany Med Health System PY 2023 · 401(k)
Albany Medical Center 403 (B) Plan · $526M · 9,335 · 97th
- ASSETS $526M
- ASSETS 9,335
- ASSETS 97th
- ASSETS 401(k)
- ASSETS near Cno 401(k) Plan
- ASSETS ind #17276
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 →
Albany Medical Center 403 (B) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Albany Med Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $889M 19.972808407553096% vs 2022
- 2024 filing year
| 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.
- 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)
Albany Medical Center 403 (B) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cno 401(k) Plan in IN ($526M); by covered participants it is Xcel Energy 401(k) Savings Plan in MN (9,334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($526M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,335 participants); asset peers above are excluded.
- Xcel Energy 401(k) Savings Plan (MN) 9,334 · 1 off
- Bank of the West 401(k) Savings Plan (CA) 9,341 · 6 off
- Checkers Drive-in Restaurants, Inc. 401(k) Plan (FL) 9,342 · 7 off
- Pacific Bells, Inc. Employee Benefit Plan (WA) 9,343 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.