Defined Benefit (Pension) · DOL Form 5500 · 2023
Claxton-Hepburn Medical Center Pension Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 133
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $260,635
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees of Claxton-Hepburn Medical Center · Sponsored by Claxton-Hepburn Medical Center · New York · Healthcare & Social Assistance
$35M in assets, 133 participants
Claxton-Hepburn Medical Center's Retirement Plan for Employees of Claxton-Hepburn Medical Center reported $35M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,860 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Retirement Plan for Employees of Claxton-Hepburn Medical Center covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $35M.
- #14,860
- in Healthcare & Social Assistance (17,684 peers)
- +6.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Claxton-Hepburn Medical Center's outsized position by total assets
Retirement Plan for Employees of Claxton-Hepburn Medical Center vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,664,487 Top 19% higher than 81% 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
Retirement Plan for Employees of Claxton-Hepburn Medical Center 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. Retirement Plan for Employees of Claxton-Hepburn Medical Center sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Claxton-Hepburn Medical Center reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Retirement Plan for Employees of Claxton-Hepburn Medical Center reported participants fell from 166 in the plan year 2022 filing to 133 in the plan year 2023 filing.
- Retirement Plan for Employees of Claxton-Hepburn Medical Center end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 150559686 · Claxton-Hepburn Medical Center PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Claxton-Hepburn Medical Center · $35M · 133 · 81st
- PCT $35M
- PCT 133
- PCT 81st
- PCT Defined Benefit (Pension)
- PCT near Heat & Frost Insulators Local No. 33 Pension Plan
- PCT ind #14860
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 →
Retirement Plan for Employees of Claxton-Hepburn Medical Center in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $2M |
| Employer EIN | 150559686 |
| Plan Effective Date | 1969-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claxton-Hepburn Medical Center)
Sponsor-wide plan assets over time
All Claxton-Hepburn Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 21.242918773170445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 967 | $103M |
| 2023 | 2 | 858 | $116M |
| 2024 | 2 | 881 | $125M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Retirement Plan for Employees of Claxton-Hepburn Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators Local No. 33 Pension Plan in CT ($35M); by covered participants it is Peoples Bancorp Inc. Retirement Plan and Trust in OH (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Peoples Bancorp Inc. Retirement Plan and Trust (OH) 133 · 0 off
- The Great Lakes Brewing Company Cash Balance Plan and Trust (OH) 133 · 0 off
- Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies (TX) 133 · 0 off
- Electralloy Salaried Employees Pension Plan (PA) 133 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.