Other · DOL Form 5500 · 2023
Jones Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 369
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $18,109
- Avg per participant Low balance/head
Official DOL plan name: Jones Memorial Hospital Defined Contribution 403(b) Plan · Sponsored by Jones Memorial Hospital · New York · Healthcare & Social Assistance
$7M in assets, 369 participants
Jones Memorial Hospital's Jones Memorial Hospital Defined Contribution 403(b) Plan reported $7M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,780 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Jones Memorial Hospital Defined Contribution 403(b) Plan covers 369 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #9,780
- in Healthcare & Social Assistance (17,684 peers)
- +47.6%
- assets growth YoY
Jones Memorial Hospital Defined Contribution 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jones Memorial Hospital Defined Contribution 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,682,388 Top 50% higher than 50% 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
Jones Memorial Hospital Defined Contribution 403(b) 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. Jones Memorial Hospital Defined Contribution 403(b) Plan sits mid-pack in the medium band (369 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jones Memorial Hospital Defined Contribution 403(b) Plan reported net income rose from -$705K in the plan year 2022 filing to $771K in the plan year 2023 filing.
- Jones Memorial Hospital Defined Contribution 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 222807681 · Jones Memorial Hospital PY 2023 · Other
Jones Memorial Hospital Defined Contribution 403(b) Plan · $7M · 369 · 50th
- NET $7M
- NET 369
- NET 50th
- NET Other
- NET near Claflin University 403(b) Tda Plan
- NET ind #9780
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 →
Jones Memorial Hospital Defined Contribution 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $771K |
| Employer EIN | 222807681 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones Memorial Hospital)
Sponsor-wide plan assets over time
All Jones Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 29.74068393159109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 438 | $18M |
| 2023 | 2 | 425 | $20M |
| 2024 | 2 | 519 | $23M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Jones Memorial Hospital Defined Contribution 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Claflin University 403(b) Tda Plan in SC ($7M); by covered participants it is Apla Health & Wellness 403(b) Plan in CA (368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (369 participants); asset peers above are excluded.
- Apla Health & Wellness 403(b) Plan (CA) 368 · 1 off
- Porter-Leath 401(k) Plan (TN) 368 · 1 off
- Bay State Community Services, Inc. Retirement Plan (MA) 368 · 1 off
- The Health Federation of Philadelphia 403(b) Plan (PA) 370 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.