Defined Benefit (Pension) · DOL Form 5500 · 2023
Kaleida Health Corporate Benefits Pension Plan
Data updated 2026-08-11
- $776M
- Total assets
- 5,300
- Participants
- 98th
- Percentile by assets
- $146,360
- Avg per participant
Official DOL plan name: Kaleida Health Pension Growth Plan · Sponsored by Kaleida Health Corporate Benefits · New York · Healthcare & Social Assistance
$776M in assets, 5,300 participants
Kaleida Health Corporate Benefits's Kaleida Health Pension Growth Plan reported $776M in total assets and 5,300 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,409 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Kaleida Health Pension Growth Plan covers 5,300 participants in New York, 6.6x the typical New York plan (state average ~798 per filing). Assets: $776M.
- $776M
- total plan assets (2023 EOY)
- 5,300
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $146,360
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaleida Health Pension Growth Plan reported net income rose from -$284M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- Kaleida Health Pension Growth Plan end-of-year assets rose from $708M in the plan year 2022 filing to $776M in the plan year 2023 filing.
- Kaleida Health Pension Growth Plan reported participants fell from 5,710 in the plan year 2022 filing to 5,300 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Kaleida Health Pension Growth Plan reports 5,300 participants - 6.6x that state average ($776M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $708M |
|---|---|
| Net Assets (End of Year) | $776M |
| Net Income | $68M |
| Employer EIN | 161533232 |
| Plan Effective Date | 1956-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaleida Health Corporate Benefits)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,148 | $1.4B |
| 2023 | 3 | 18,136 | $1.5B |
| 2024 | 3 | 24,195 | $1.7B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Kaleida Health Pension Growth Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Scale composition for Kaleida Health Pension Growth Plan
Kaleida Health Pension Growth Plan reports $776M in end-of-year assets across 5,300 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $146,360 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $68M.
This plan identity (EIN 161533232, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $708M to $852M (+20.3%) while covered participants moved from 5,710 to 5,585 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,710 | $708M | Open filing |
| 2023 | 5,300 | $776M | This page |
| 2024 · index core | 5,585 | $852M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Kaleida Health Pension Growth Plan (Defined Benefit (Pension), $852M, 5,585 participants)
- Kaleida Health Savings Investment 403(b) Plan (401(k), $723M, 9,305 participants)
- Kaleida Health Savings/Investment (401(k)) Plan (401(k), $141M, 9,305 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kaleida Health Pension Growth Plan by total assets, not by location.
- Federal-Mogul Pension Plan (MI) $776M · 2,391
- The Trane Merged Hourly Pension Plan (NC) $775M · 1,183
- Carpenters Labor-Management Pension Plan (TN) $777M · 2,942
- Rpm International Inc. Retirement Plan (OH) $773M · 7,736
Frequently Asked Questions
How did Kaleida Health Pension Growth Plan assets move in 2023? ▼
How have Kaleida Health Corporate Benefits plan assets changed over time? ▼
Where does Kaleida Health Pension Growth Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kaleida Health Pension Growth Plan? ▼
Next read for Kaleida Health Pension Growth Plan
Filing takeaways
Ways to act on Kaleida Health Pension Growth Plan's numbers.
- By total assets, Kaleida Health Pension Growth Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Kaleida Health Corporate Benefits's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans