Defined Benefit (Pension) · DOL Form 5500 · 2023

Kaleida Health Corporate Benefits Pension Plan

Data updated 2026-08-25

$776M
Total assets Above avg plan size
5,300
Participants Above avg headcount
98th
Percentile by assets National rank
$146,360
Avg per participant Above avg balance/head
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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.

  • #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.

#17,409
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY
7.8×
vs typical plan assets (national mean)

Kaleida Health Pension Growth Plan's outsized position by total assets

Kaleida Health Pension Growth Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$775,707,519 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kaleida Health Pension Growth 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. Kaleida Health Pension Growth Plan lands in the large band (5,300 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161533232 · Kaleida Health Corporate Benefits PY 2023 · Defined Benefit (Pension)

Kaleida Health Pension Growth Plan · $776M · 5,300 · 98th

  • EIN $776M
  • RANK 5,300
  • PHOTO 98th
  • IND Defined Benefit (Pension)
  • EOY near Federal-Mogul Pension Plan
  • 5500 ind #17409

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 →

Kaleida Health Pension Growth Plan in the asset neighbourhood

Carpenters Labor-Management Pension PlanCarpenters Labor-Management …$777MKaleida Health Pension Growth PlanKaleida Health Pension Growt…$776MFederal-Mogul Pension Plan$776MThe Trane Merged Hourly Pension PlanThe Trane Merged Hourly Pens…$775MRpm International Inc. Retirement PlanRpm International Inc. Retir…$773M
End-of-year total assets ($M) among Kaleida Health Pension Growth Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$708M
Net Assets (End of Year)$776M
Net Income$68M
Employer EIN161533232
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleida Health Corporate Benefits)

Sponsor-wide plan assets over time

All Kaleida Health Corporate Benefits plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 23.709827166226884% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.39B $1.72B ▲ +23.7%
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 Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Kaleida Health Pension Growth Plan, Total assets ($B): 0.775707519 · Participants: 5300Kaleida Health Pension Growth PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Kaleida Health Pension Growth Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Kaleida Health Pension Growth Plan side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Federal-Mogul Pension Plan in MI ($776M); by covered participants it is Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in CA (5,299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($776M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,300 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaleida Health Pension Growth Plan assets move in 2023? ▼
Kaleida Health Pension Growth Plan grew at a solid clip - up 9.6% during 2023, from $708M to $776M. Reported net income was $68M.
How have Kaleida Health Corporate Benefits plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleida Health Corporate Benefits's sponsor-wide assets grew 23.7%, from $1.4B to $1.7B.
Where does Kaleida Health Pension Growth Plan rank by assets among Form 5500 filers? ▼
Kaleida Health Pension Growth Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kaleida Health Pension Growth Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Federal-Mogul Pension Plan in MI ($776M, 2,391 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kaleida Health Pension Growth Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in CA (5,299 participants, $1.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161533232.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.