Profit Sharing · DOL Form 5500 · 2023

Aurelia Osborn Fox Memorial Hospital Profit Sharing Plan

Data updated 2026-08-11

$56M
Total assets: 552
Participants: 87th
Percentile by assets: $101,769
Avg per participant

Official DOL plan name: The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital · Sponsored by Aurelia Osborn Fox Memorial Hospital · New York · Healthcare & Social Assistance

$56M in assets, 552 participants

Aurelia Osborn Fox Memorial Hospital's The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported $56M in total assets and 552 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 127,072 plans)
#15,693 in Healthcare & Social Assistance (17,684 peers)

Where The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits by assets

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits in the top quartile of all filed plans by assets, $56M for 552 participants (~$101,769/participant), up 8.1% in 2023.

$56M
total plan assets (2023 EOY): 552
covered participants: 87th
percentile by assets (of 127,072 plans): $101,769
avg assets per participant

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital end-of-year assets rose from $52M in the plan year 2022 filing to $56M in the plan year 2023 filing.
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported participants fell from 587 in the plan year 2022 filing to 552 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Healthcare & Social Assistance

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs the 2023 asset distribution

By assets, The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$56M
Net Income	$4M
Employer EIN	150539039
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aurelia Osborn Fox Memorial Hospital)

Total plan assets by year, all Aurelia Osborn Fox Memorial Hospital plans on file

Year	Plans	Participants	Total Assets
2022	2	619	$54M
2023	2	577	$59M
2024	2	548	$63M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare The Retirement Plan for Employees of Aur… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital by total assets, not by location.

Operating Engineers Local 112 Defined Contribution Pension Plan (IN) $56M · 1,110
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan (IN) $56M · 928
Profit Sharing Plan for Employees of Tanana Chiefs Conference (AK) $56M · 1,359
Mitac Tyan 401(k) Plan (CA) $57M · 217

Frequently Asked Questions

How did The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital assets move in 2023? ▼

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital grew at a solid clip - up 8.1% during 2023, from $52M to $56M. Reported net income was $4M.

How have Aurelia Osborn Fox Memorial Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aurelia Osborn Fox Memorial Hospital's sponsor-wide assets grew 14.9%, from $54M to $63M.

Where does The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital rank by assets among Form 5500 filers? ▼

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital ranks in the 87th 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 Profit Sharing plans are similar in size to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital? ▼

Among Profit Sharing plans in other states, the closest by assets is Operating Engineers Local 112 Defined Contribution Pension Plan in IN ($56M, 1,110 participants).

Next read for The Retirement Plan for Employees of Aur…

Scale reading

Ways to act on The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's numbers.

By total assets, The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Aurelia Osborn Fox Memorial Hospital's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 150539039.