Other · DOL Form 5500 · 2023

Bertrand Chaffee Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
192
Participants Below avg headcount
54th
Percentile by assets National rank
$42,114
Avg per participant Low balance/head
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Official DOL plan name: Bertrand Chaffee Hospital 403 B Retirement Plan · Sponsored by Bertrand Chaffee Hospital, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 192 participants

Bertrand Chaffee Hospital, Inc.'s Bertrand Chaffee Hospital 403 B Retirement Plan reported $8M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,531 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Bertrand Chaffee Hospital 403 B Retirement Plan covers 192 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $8M.

#10,531
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY

Bertrand Chaffee Hospital 403 B Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bertrand Chaffee Hospital 403 B Retirement Plan vs every filed plan by assets

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

$8,085,856 Top 46% higher than 54% 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

Bertrand Chaffee Hospital 403 B Retirement Plan 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. Bertrand Chaffee Hospital 403 B Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bertrand Chaffee Hospital 403 B Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bertrand Chaffee Hospital 403 B Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bertrand Chaffee Hospital 403 B Retirement Plan reported participants rose from 186 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160743921 · Bertrand Chaffee Hospital, Inc. PY 2023 · Other

Bertrand Chaffee Hospital 403 B Retirement Plan · $8M · 192 · 54th

  • 5500 $8M
  • ASSETS 192
  • PCT 54th
  • EIN Other
  • RANK near Aldea Inc. 403b Plan
  • PHOTO ind #10531

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 →

Bertrand Chaffee Hospital 403 B Retirement Plan in the asset neighbourhood

Bertrand Chaffee Hospital 403 B Retirement PlanBertrand Chaffee Hospital 40…$8MAldea Inc. 403b Plan$8MWoodfords Family Services 403b PlanWoodfords Family Services 40…$8MPark Day School Defined Contribution Retirement PlanPark Day School Defined Cont…$8MNcphs Tax Sheltered Annuity PlanNcphs Tax Sheltered Annuity …$8M
End-of-year total assets ($M) among Bertrand Chaffee Hospital 403 B Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN160743921
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertrand Chaffee Hospital, Inc.)

Sponsor-wide plan assets over time

All Bertrand Chaffee Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.130718483046508% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.52M $8.48M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 186 $7M
2023 1 192 $8M
2024 1 199 $8M

Nearby Other Plans in New York

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

Bertrand Chaffee Hospital 403 B Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bertrand Chaffee Hospital 403 B Retirement Plan, Total assets ($B): 0.008085856 · Participants: 192Bertrand Chaffee Hospital 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
Bertrand Chaffee Hospital 403 B Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Bertrand Chaffee Hospital 403 B Retirement Plan side-by-side with 3 peers →

Bertrand Chaffee Hospital 403 B Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Aldea Inc. 403b Plan in CA ($8M); by covered participants it is Greater Minnesota Family Services 403(b) Plan in MN (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Bertrand Chaffee Hospital 403 B Retirement Plan assets move in 2023? ▼
Bertrand Chaffee Hospital 403 B Retirement Plan grew sharply - up 24.0% during 2023, from $7M to $8M. Reported net income was $2M.
How have Bertrand Chaffee Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertrand Chaffee Hospital, Inc.'s sponsor-wide assets grew 30.1%, from $7M to $8M.
Which Other plans are similar in size to Bertrand Chaffee Hospital 403 B Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Aldea Inc. 403b Plan in CA ($8M, 118 participants).
Which Other plans cover a similar participant headcount to Bertrand Chaffee Hospital 403 B Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Greater Minnesota Family Services 403(b) Plan in MN (192 participants, $6M 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 160743921.

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.