NORTHWELL HEALTH 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NORTHWELL HEALTH, INC.
This Other plan holds $9.9B in total assets and serves 48,676 participants as of 2023. It is sponsored by NORTHWELL HEALTH, INC. in New York. The plan reported positive net income of $1.3B for the year.
What the Filing Says About NORTHWELL HEALTH 403(B) PLAN
NORTHWELL HEALTH 403(B) PLAN is a Other retirement plan sponsored by NORTHWELL HEALTH, INC., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $9.9B in total end-of-year assets and covers 48,676 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 113418133, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $8.3B at the beginning of 2023 to $9.9B at year-end — a gain of 18.9%. Net assets (after liabilities) closed the year at $9.9B, with reported net income of $1.3B driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $8.3B |
| Total Assets (End of Year) | $9.9B |
| Net Assets (End of Year) | $9.9B |
| Net Income | $1.3B |
| Plan Type | Other |
| Employer EIN | 113418133 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NORTHWELL HEALTH, INC.)
| 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.
- NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL $5.1B · 11,091
- RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY $5.0B · 14,407
- COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN $4.1B · 23,835
- COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN $3.0B · 15,290
- NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND $2.8B · 10,056
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the NORTHWELL HEALTH 403(B) PLAN? ▼
What type of plan is NORTHWELL HEALTH 403(B) PLAN? ▼
Who sponsors the NORTHWELL HEALTH 403(B) PLAN? ▼
How did NORTHWELL HEALTH 403(B) PLAN perform in 2023? ▼
Where can I find official filings for NORTHWELL HEALTH 403(B) PLAN? ▼
How does NORTHWELL HEALTH 403(B) PLAN compare to other plans? ▼
Explore PlainRetire
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 113418133.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.