Profit Sharing · DOL Form 5500 · 2023
Aurelia Osborn Fox Memorial Hospital Profit Sharing Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 552
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $101,769
- Avg per participant Below avg balance/head
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.
- #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.
- #15,693
- in Healthcare & Social Assistance (17,684 peers)
- +8.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's outsized position by total assets
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,176,401 Top 13% higher than 87% 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
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital 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 Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits mid-pack in the medium band (552 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
DOL schedule card
Filing strip 150539039 · Aurelia Osborn Fox Memorial Hospital PY 2023 · Profit Sharing
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital · $56M · 552 · 87th
- EBSA $56M
- EBSA 552
- EBSA 87th
- EBSA Profit Sharing
- EBSA near Operating Engineers Local 112 Defined Contribution Pension Plan
- EBSA ind #15693
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 Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Aurelia Osborn Fox Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 14.944631200819503% vs 2022
- 2024 filing year
| 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.
- 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
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Operating Engineers Local 112 Defined Contribution Pension Plan in IN ($56M); by covered participants it is Goodwill Industries of Lane & South Coast Counties 403b Plan in OR (552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (552 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.