401(k) · DOL Form 5500 · 2023
Northwell Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 45,191
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $27,274
- Avg per participant Low balance/head
Official DOL plan name: Northwell Health 401(k) Plan · Sponsored by Northwell Health, Inc. · New York · Healthcare & Social Assistance
$1.2B in assets, 45,191 participants
Northwell Health, Inc.'s Northwell Health 401(k) Plan reported $1.2B in total assets and 45,191 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,516 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Northwell Health 401(k) Plan covers 45,191 participants in New York, 57x the typical New York plan (state average ~798 per filing). Assets: $1.2B.
- #17,516
- in Healthcare & Social Assistance (17,684 peers)
- +70.4%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Northwell Health 401(k) Plan's outsized position by total assets
Northwell Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,232,535,415 Top 1% higher than 99% 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
Northwell Health 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwell Health 401(k) Plan is a mega filing (45,191 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwell Health 401(k) Plan reported net income rose from $107M in the plan year 2022 filing to $509M in the plan year 2023 filing.
- Northwell Health 401(k) Plan end-of-year assets rose from $723M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Northwell Health 401(k) Plan reported participants rose from 26,650 in the plan year 2022 filing to 45,191 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113418133 · Northwell Health, Inc. PY 2023 · 401(k)
Northwell Health 401(k) Plan · $1.2B · 45,191 · 99th
- BOY $1.2B
- SCH 45,191
- EBSA 99th
- PART 401(k)
- TYPE near Cook Group Inc. Profit Sharing Plan
- NET ind #17516
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 →
Northwell Health 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $723M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $509M |
| Employer EIN | 113418133 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwell Health, Inc.)
Sponsor-wide plan assets over time
All Northwell Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.6B 35.16717418173857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 106,497 | $11.5B |
| 2023 | 3 | 122,226 | $13.9B |
| 2024 | 3 | 108,023 | $15.6B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Northwell Health 401(k) Plan
Northwell Health 401(k) Plan reports $1.2B in end-of-year assets across 45,191 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.048% of 93,925,755 covered participants) - about $27,274 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $509M.
This plan identity (EIN 113418133, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $723M to $1.9B (+155.9%) while covered participants moved from 26,650 to 36,562 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 26,650 | $723M | Open filing |
| 2023 | 45,191 | $1.2B | This page |
| 2024 · index core | 36,562 | $1.9B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Northwell Health 403(b) Plan (Other, $10.9B, 44,511 participants)
- Northwell Health Pension Plan (Defined Benefit (Pension), $2.8B, 26,950 participants)
- Northwell Health 401(k) Plan (401(k), $1.9B, 36,562 participants)
Northwell Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cook Group Inc. Profit Sharing Plan in IN ($1.2B); by covered participants it is Lifepoint Health, Inc. Retirement Plan in TN (45,359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Cook Group Inc. Profit Sharing Plan (IN) $1.2B · 9,272
- Hanford Operations and Engineering Investment Plan (WA) $1.2B · 4,306
- Cbiz, Inc. Retirement Savings Plan (OH) $1.2B · 6,370
- Windstream 401(k) Plan (AR) $1.2B · 10,991
Similar participant headcount
Nearest other-state filings by covered participants (45,191 participants); asset peers above are excluded.
- Lifepoint Health, Inc. Retirement Plan (TN) 45,359 · 168 off
- Cox Enterprises, Inc. 401(k) Plan (GA) 44,853 · 338 off
- Dell Inc. 401(k) Plan (TX) 45,686 · 495 off
- J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings Plan (TX) 45,716 · 525 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.