Defined Benefit (Pension) · DOL Form 5500 · 2023

Burke Rehabilitation Hospital Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
260
Participants Below avg headcount
89th
Percentile by assets National rank
$266,283
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Burke Rehabilitation Hospital Retirement Plan · Sponsored by Burke Rehabilitation Hospital · New York · Healthcare & Social Assistance

$69M in assets, 260 participants

Burke Rehabilitation Hospital's The Burke Rehabilitation Hospital Retirement Plan reported $69M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,957 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

The Burke Rehabilitation Hospital Retirement Plan covers 260 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $69M.

#15,957
in Healthcare & Social Assistance (17,684 peers)
-11.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Burke Rehabilitation Hospital Retirement Plan's outsized position by total assets

The Burke Rehabilitation Hospital Retirement Plan vs every filed plan by assets

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

$69,233,508 Top 11% higher than 89% 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

The Burke Rehabilitation Hospital Retirement 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. The Burke Rehabilitation Hospital Retirement Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Burke Rehabilitation Hospital Retirement Plan reported net income rose from -$24M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
  • The Burke Rehabilitation Hospital Retirement Plan reported participants fell from 348 in the plan year 2022 filing to 260 in the plan year 2023 filing.
  • The Burke Rehabilitation Hospital Retirement Plan end-of-year assets fell from $78M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131739937 · Burke Rehabilitation Hospital PY 2023 · Defined Benefit (Pension)

The Burke Rehabilitation Hospital Retirement Plan · $69M · 260 · 89th

  • EIN $69M
  • RANK 260
  • PHOTO 89th
  • IND Defined Benefit (Pension)
  • EOY near Sedgwick Retirement Plan
  • 5500 ind #15957

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 Burke Rehabilitation Hospital Retirement Plan in the asset neighbourhood

The Burke Rehabilitation Hospital Retirement PlanThe Burke Rehabilitation Hos…$69MSedgwick Retirement Plan$69MStone and Marble Masons of Metropolitan Washington D.C. Pension FundStone and Marble Masons of M…$69MIla Local 1478-2 Pension Plan$69MU.S. Silica Company Retirement PlanU.S. Silica Company Retireme…$69M
End-of-year total assets ($M) among The Burke Rehabilitation Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$69M
Net Income-$9M
Employer EIN131739937
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke Rehabilitation Hospital)

Sponsor-wide plan assets over time

All Burke Rehabilitation Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$131M 13.936057689316945% vs 2022
2024 filing year
$110M$115M$120M$125M$130M$135M 202220232024 $115M $131M ▲ +13.9%
Year Plans Participants Total Assets
2022 2 1,561 $115M
2023 2 1,545 $118M
2024 2 1,557 $131M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Burke Rehabilitation Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Burke Rehabilitation Hospital Retirement Plan, Total assets ($B): 0.069233508 · Participants: 260The Burke Rehabilitation Hospital Retirement 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
The Burke Rehabilitation Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The Burke Rehabilitation Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sedgwick Retirement Plan in TN ($69M); by covered participants it is Swedish Match North America Retirement Plan in VA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 The Burke Rehabilitation Hospital Retirement Plan assets move in 2023?
The Burke Rehabilitation Hospital Retirement Plan pulled back noticeably - down 11.3% during 2023, from $78M to $69M. Reported net income was -$9M.
How have Burke Rehabilitation Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Burke Rehabilitation Hospital's sponsor-wide assets grew 13.9%, from $115M to $131M.
Where does The Burke Rehabilitation Hospital Retirement Plan rank by assets among Form 5500 filers?
The Burke Rehabilitation Hospital Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Burke Rehabilitation Hospital Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sedgwick Retirement Plan in TN ($69M, 993 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Burke Rehabilitation Hospital Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Swedish Match North America Retirement Plan in VA (260 participants, $218M in assets).