Profit Sharing · DOL Form 5500 · 2023

Hospital for Special Surgery Profit Sharing Plan

Data updated 2026-08-11

$243M
Total assets
659
Participants
95th
Percentile by assets
$368,101
Avg per participant
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Official DOL plan name: The Hospital for Special Surgery Retirement Plan for Management and Medical Staff · Sponsored by Hospital for Special Surgery · New York · Healthcare & Social Assistance

$243M in assets, 659 participants

Hospital for Special Surgery's The Hospital for Special Surgery Retirement Plan for Management and Medical Staff reported $243M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #16,959 in Healthcare & Social Assistance (17,684 peers)

Where The Hospital for Special Surgery Retirement Plan for Management and Medical Staff sits by assets

The Hospital for Special Surgery Retirement Plan for Management and Medical Staff sits in the top 5% of all filed plans by assets, $243M for 659 participants (~$368,101/participant), up 18.1% in 2023.

$243M
total plan assets (2023 EOY)
659
covered participants
95th
percentile by assets (of 127,072 plans)
$368,101
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hospital for Special Surgery Retirement Plan for Management and Medical Staff reported net income rose from -$34M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • The Hospital for Special Surgery Retirement Plan for Management and Medical Staff end-of-year assets rose from $205M in the plan year 2022 filing to $243M in the plan year 2023 filing.
  • The Hospital for Special Surgery Retirement Plan for Management and Medical Staff reported participants rose from 606 in the plan year 2022 filing to 659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

The Hospital for Special Surgery Retirement Plan for Management and Medical Staff vs the 2023 asset distribution

By assets, The Hospital for Special Surgery Retirement Plan for Management and Medical Staff outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$243M
Net Income$37M
Employer EIN131624135
Plan Effective Date1964-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospital for Special Surgery)

$1B$1.2B$1.4B$1.6B 202220232024 $1.17B $1.51B ▲ +29.1%
Total plan assets by year, all Hospital for Special Surgery plans on file
Year Plans Participants Total Assets
2022 3 6,609 $1.2B
2023 3 6,635 $1.4B
2024 3 6,657 $1.5B

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Hospital for Special Surgery Retirement Plan for Management and Medical Staff vs. nearby Profit Sharing plans in New York, assets vs. participants

The Hospital for Special Surgery Retirement Plan for Management and Medical Staff vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.522.5 Total assets ($B) Participants The Hospital for Spe…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
The Hospital for Special Surgery Retirement Plan for Management and Medical Staff vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Hospital for Special Surgery Retirement Plan for Management and Medical Staff by total assets, not by location.

Frequently Asked Questions

How did The Hospital for Special Surgery Retirement Plan for Management and Medical Staff assets move in 2023?
The Hospital for Special Surgery Retirement Plan for Management and Medical Staff grew sharply - up 18.1% during 2023, from $205M to $243M. Reported net income was $37M.
How have Hospital for Special Surgery plan assets changed over time?
Across 3 plan years on file (2022-2024), Hospital for Special Surgery's sponsor-wide assets grew 29.5%, from $1.2B to $1.5B.
Where does The Hospital for Special Surgery Retirement Plan for Management and Medical Staff rank by assets among Form 5500 filers?
The Hospital for Special Surgery Retirement Plan for Management and Medical Staff ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Hospital for Special Surgery Retirement Plan for Management and Medical Staff?
Among Profit Sharing plans in other states, the closest by assets is United States Liability Insurance Company Employees' Profit Sharing Plan in PA ($243M, 1,322 participants).

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