Other · DOL Form 5500 · 2023
Northwell Health, Inc. Retirement Plan
Data updated 2026-08-25
- $9.9B
- Total assets Very large vs avg
- 48,676
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $203,142
- Avg per participant Above avg balance/head
Official DOL plan name: Northwell Health 403(b) Plan · Sponsored by Northwell Health, Inc. · New York · Healthcare & Social Assistance
$9.9B in assets, 48,676 participants
Northwell Health, Inc.'s Northwell Health 403(b) Plan reported $9.9B in total assets and 48,676 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #17,674 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Northwell Health 403(b) Plan covers 48,676 participants in New York, 61x the typical New York plan (state average ~798 per filing). Assets: $9.9B.
- #17,674
- in Healthcare & Social Assistance (17,684 peers)
- +18.9%
- assets growth YoY
- 99×
- vs typical plan assets (national mean)
Northwell Health 403(b) Plan's outsized position by total assets
Northwell Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,888,143,307 Highest reported value at or above every one 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 403(b) 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 403(b) Plan is a mega filing (48,676 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwell Health 403(b) Plan reported net income rose from -$1.5B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Northwell Health 403(b) Plan end-of-year assets rose from $8.3B in the plan year 2022 filing to $9.9B in the plan year 2023 filing.
- Northwell Health 403(b) Plan reported participants rose from 47,348 in the plan year 2022 filing to 48,676 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113418133 · Northwell Health, Inc. PY 2023 · Other
Northwell Health 403(b) Plan · $9.9B · 48,676 · 100th
- VS-ST $9.9B
- BOY 48,676
- SCH 100th
- EBSA Other
- PART near The Duke University Faculty and Staff Retirement Plan
- TYPE ind #17674
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 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8.3B |
|---|---|
| Net Assets (End of Year) | $9.9B |
| Net Income | $1.3B |
| Employer EIN | 113418133 |
| Plan Effective Date | 1976-01-01 |
| 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 Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $4.9B · 10,107
Scale composition for Northwell Health 403(b) Plan
Northwell Health 403(b) Plan reports $9.9B in end-of-year assets across 48,676 participants (0.080% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.052% of 93,925,755 covered participants) - about $203,142 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $1.3B.
This plan identity (EIN 113418133, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.3B to $10.9B (+31.3%) while covered participants moved from 47,348 to 44,511 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 47,348 | $8.3B | Open filing |
| 2023 | 48,676 | $9.9B | This page |
| 2024 · index core | 44,511 | $10.9B | 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 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Duke University Faculty and Staff Retirement Plan in NC ($9.0B); by covered participants it is Fca US LLC UAW Savings Plan in MI (49,473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.9B here).
- The Duke University Faculty and Staff Retirement Plan (NC) $9.0B · 44,809
- Stanford Contributory Retirement Plan (CA) $11.0B · 21,674
- Mayo 403(b) Plan (MN) $11.2B · 84,098
- Johns Hopkins University 403(b) Plan (MD) $7.8B · 25,369
Similar participant headcount
Nearest other-state filings by covered participants (48,676 participants); asset peers above are excluded.
- Fca US LLC UAW Savings Plan (MI) 49,473 · 797 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 41,942 · 6,734 off
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan (UT) 41,571 · 7,105 off
- National Plus Plan (RI) 35,858 · 12,818 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.