Other · DOL Form 5500 · 2023

Isabella Geriatric Center Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
93
Participants Small participant base
48th
Percentile by assets National rank
$64,862
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Isabella Employee Retirement Plan · Sponsored by Isabella Geriatric Center · New York · Healthcare & Social Assistance

$6M in assets, 93 participants

Isabella Geriatric Center's Isabella Employee Retirement Plan reported $6M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,340 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Isabella Employee Retirement Plan holds $6M for 93 participants - about $64,862 per participant, in the lower half of filed plans by assets.

#9,340
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY

Isabella Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Isabella Employee Retirement Plan vs every filed plan by assets

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

$6,032,146 48th percentile higher than 48% 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

Isabella Employee Retirement 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. Isabella Employee Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isabella Employee Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $348K in the plan year 2023 filing.
  • Isabella Employee Retirement Plan reported participants fell from 101 in the plan year 2022 filing to 93 in the plan year 2023 filing.
  • Isabella Employee Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133623808 · Isabella Geriatric Center PY 2023 · Other

Isabella Employee Retirement Plan · $6M · 93 · 48th

  • RANK $6M
  • PHOTO 93
  • IND 48th
  • EOY Other
  • 5500 near Metropolitan Development Council 403(b) Plan
  • ASSETS ind #9340

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 →

Isabella Employee Retirement Plan in the asset neighbourhood

Trinity School for Ministry Retirement Plan 3Trinity School for Ministry …$6MIsabella Employee Retirement PlanIsabella Employee Retirement…$6MMetropolitan Development Council 403(b) PlanMetropolitan Development Cou…$6MUSA Lacrosse 403(b) Retirement PlanUSA Lacrosse 403(b) Retireme…$6MChristopher House Tax Deferred Annuity PlanChristopher House Tax Deferr…$6M
End-of-year total assets ($M) among Isabella Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$348K
Employer EIN133623808
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isabella Geriatric Center)

Sponsor-wide plan assets over time

All Isabella Geriatric Center plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.68M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 101 $6M
2023 1 93 $6M
2024 1 107 N/A

Nearby Other Plans in New York

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

Isabella Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Isabella Employee Retirement Plan, Total assets ($B): 0.006032146 · Participants: 93Isabella Employee 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
Isabella Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Isabella Employee Retirement Plan side-by-side with 3 peers →

Isabella Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Metropolitan Development Council 403(b) Plan in WA ($6M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Isabella Employee Retirement Plan assets move in 2023? ▼
Isabella Employee Retirement Plan grew at a solid clip - up 6.1% during 2023, from $6M to $6M. Reported net income was $348K.
Which Other plans are similar in size to Isabella Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Metropolitan Development Council 403(b) Plan in WA ($6M, 178 participants).
Which Other plans cover a similar participant headcount to Isabella Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants, $14M 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 133623808.

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.