Money Purchase · DOL Form 5500 · 2023
Ny-Pres/Hudson Valley Hospital Money Purchase Plan
Data updated 2026-08-11
- $49M
- Total assets
- 1,072
- Participants
- 85th
- Percentile by assets
- $45,732
- Avg per participant
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.
- 85th percentile by assets (of 127,072 plans)
- #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.
- $49M
- total plan assets (2023 EOY)
- 1,072
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $45,732
- avg assets per participant
Where The 401(a) Retirement Plan sits 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
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.
The 401(a) Retirement Plan vs the 2023 asset distribution
By assets, The 401(a) Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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.
The 401(a) Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The 401(a) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The 401(a) Retirement Plan assets move in 2023? ▼
How have Ny-Pres/Hudson Valley Hospital plan assets changed over time? ▼
Where does The 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The 401(a) Retirement Plan? ▼
Next read for The 401(a) Retirement Plan
Scale reading
Ways to act on The 401(a) Retirement Plan's numbers.
- By total assets, The 401(a) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Ny-Pres/Hudson Valley Hospital's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans