Money Purchase · DOL Form 5500 · 2023
Ny-Pres/Hudson Valley Hospital Money Purchase Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 1,072
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $45,732
- Avg per participant Low balance/head
Official DOL plan name: The 401(a) Retirement Plan · Sponsored by Ny-Pres/Hudson Valley Hospital · New York · Healthcare & Social Assistance
$49M in assets, 1,072 participants
Ny-Pres/Hudson Valley Hospital's The 401(a) Retirement Plan reported $49M in total assets and 1,072 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,483 in Healthcare & Social Assistance (17,684 peers)
Where The 401(a) Retirement Plan sits by assets
The 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 1,072 participants (~$45,732/participant), up 17.4% in 2023.
- #15,483
- in Healthcare & Social Assistance (17,684 peers)
- +17.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The 401(a) Retirement Plan's outsized position by total assets
The 401(a) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,025,124 Top 15% higher than 85% 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
The 401(a) Retirement 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. The 401(a) Retirement Plan lands in the large band (1,072 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The 401(a) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The 401(a) Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- The 401(a) Retirement Plan reported participants rose from 1,024 in the plan year 2022 filing to 1,072 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131740120 · Ny-Pres/Hudson Valley Hospital PY 2023 · Money Purchase
The 401(a) Retirement Plan · $49M · 1,072 · 85th
- EBSA $49M
- PART 1,072
- TYPE 85th
- NET Money Purchase
- BOOK near Miner Enterprises Pension Plan
- VS-ST ind #15483
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 →
The 401(a) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $7M |
| Employer EIN | 131740120 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ny-Pres/Hudson Valley Hospital)
Sponsor-wide plan assets over time
All Ny-Pres/Hudson Valley Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 33.83853680383091% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,024 | $42M |
| 2023 | 1 | 1,072 | $49M |
| 2024 | 1 | 1,194 | $56M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
The 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Miner Enterprises Pension Plan in IL ($49M); by covered participants it is Ironworkers Local 380 Retirement and Severance Plan in IL (1,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,072 participants); asset peers above are excluded.
- Ironworkers Local 380 Retirement and Severance Plan (IL) 1,079 · 7 off
- Insulators Local No. 37 Retirement Plan (TN) 1,081 · 9 off
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) 1,081 · 9 off
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan (NC) 1,062 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.