Defined Benefit (Pension) · DOL Form 5500 · 2023
St. Lukes-Roosevelt Hospital Center Pension Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 307
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $464,172
- Avg per participant High balance/head
Official DOL plan name: St. Lukes-Roosevelt Hospital Center Employees' Pension Plan · Sponsored by St. Lukes-Roosevelt Hospital Center · New York · Healthcare & Social Assistance
$143M in assets, 307 participants
St. Lukes-Roosevelt Hospital Center's St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported $143M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,650 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan covers 307 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $143M.
- #16,650
- in Healthcare & Social Assistance (17,684 peers)
- +9.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan's outsized position by total assets
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,500,917 Top 7% higher than 93% 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
St. Lukes-Roosevelt Hospital Center Employees' Pension 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. St. Lukes-Roosevelt Hospital Center Employees' Pension Plan sits mid-pack in the medium band (307 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported net income rose from -$46M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan end-of-year assets rose from $131M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported participants fell from 330 in the plan year 2022 filing to 307 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132997301 · St. Lukes-Roosevelt Hospital Center PY 2023 · Defined Benefit (Pension)
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan · $143M · 307 · 93rd
- EBSA $143M
- EBSA 307
- EBSA 93rd
- EBSA Defined Benefit (Pension)
- EBSA near Bac Local Union 15 Pension Fund
- EBSA ind #16650
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 →
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $8M |
| Employer EIN | 132997301 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Lukes-Roosevelt Hospital Center)
Sponsor-wide plan assets over time
All St. Lukes-Roosevelt Hospital Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 7.092233987738207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 330 | $131M |
| 2023 | 1 | 307 | $143M |
| 2024 | 1 | 294 | $140M |
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
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Bac Local Union 15 Pension Fund in MO ($142M); by covered participants it is Knights of Columbus Retirement Plan for Bargaining Unit Employees in CT (307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Bac Local Union 15 Pension Fund (MO) $142M · 554
- Am General Salaried Retirement Plan (IN) $143M · 135
- Cmg Hourly Pension Plan (AL) $142M · 1,146
- Operating Engineers Local No 37 Pension Fund (MD) $143M · 745
Similar participant headcount
Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.
- Knights of Columbus Retirement Plan for Bargaining Unit Employees (CT) 307 · 0 off
- Atlas Copco Pension Plan (NJ) 307 · 0 off
- Ilwu-Pma Watchmen Pension Plan (CA) 307 · 0 off
- The Scott Fetzer Pension Plan (OH) 308 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.