401(k)
2023 plan-year 401(k) DOL Form 5500

THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HOSPITAL FOR SPECIAL SURGERY

This 401(k) plan holds $243M in total assets and serves 659 participants as of 2023. It is sponsored by HOSPITAL FOR SPECIAL SURGERY in New York. The plan reported positive net income of $37M for the year.

Total Assets (2023)
$243M
Participants
659
State
Industry
Healthcare & Social Assistance

What the Filing Says About THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF

THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF is a 401(k) retirement plan sponsored by HOSPITAL FOR SPECIAL SURGERY, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $243M in total end-of-year assets and covers 659 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 131624135, and the plan has been effective since 1964-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $205M at the beginning of 2023 to $243M at year-end — a gain of 18.1%. Net assets (after liabilities) closed the year at $243M, with reported net income of $37M 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)$205M
Total Assets (End of Year)$243M
Net Assets (End of Year)$243M
Net Income$37M
Plan Type401(k)
Employer EIN131624135
Plan Effective Date1964-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HOSPITAL FOR SPECIAL SURGERY)

Year Plans Participants Total Assets
2022 3 6,609 $1.2B
2023 3 6,635 $1.4B
2024 3 6,657 $1.5B

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF?
As of the 2023 Form 5500 filing, THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF holds $243M in total assets with 659 participants. It is sponsored by HOSPITAL FOR SPECIAL SURGERY.
What type of plan is THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF?
THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF is a 401(k) plan. It has been effective since 1964-06-01. The plan is filed with the U.S. Department of Labor under EIN 131624135.
Who sponsors the THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF?
THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF is sponsored by HOSPITAL FOR SPECIAL SURGERY, located in New York. The sponsor's EIN is 131624135 and the plan operates in the Healthcare & Social Assistance industry.
How did THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF perform in 2023?
THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF grew by 18.1% during 2023, moving from $205M to $243M in total assets. Net income was $37M.
Where can I find official filings for THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF?
Official Form 5500 filings for THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131624135 or plan name at efast.dol.gov.
How does THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF compare to other plans?
You can compare THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 131624135.

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.

Data sourced from official public datasets. See our methodology for details.