Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Carthage Area Hospital Employees Pension Plan

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

Sponsored by Carthage Area Hospital · New York · Healthcare & Social Assistance

What the 2023 filing shows

Carthage Area Hospital Employees Pension Plan holds N/A for 85 participants.

N/A
total plan assets (2023 EOY)
85
covered participants
$-5,554,801
reported net income

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
85
State
Industry
Healthcare & Social Assistance

What the Filing Says About Carthage Area Hospital Employees Pension Plan

Carthage Area Hospital Employees Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Carthage Area Hospital, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 85 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 150622079, and the plan has been effective since 1974-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-5,554,801 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)$6M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-5,554,801
Plan TypeDefined Benefit (Pension)
Employer EIN150622079
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carthage Area Hospital)

Year Plans Participants Total Assets
2022 2 679 $49M
2023 2 650 $47M
2024 1 608 $50M

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Frequently Asked Questions

How much money is in the Carthage Area Hospital Employees Pension Plan?
As of the 2023 Form 5500 filing, Carthage Area Hospital Employees Pension Plan holds N/A in total assets with 85 participants. It is sponsored by Carthage Area Hospital.
What type of plan is Carthage Area Hospital Employees Pension Plan?
Carthage Area Hospital Employees Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1974-07-01. The plan is filed with the U.S. Department of Labor under EIN 150622079.
Who sponsors the Carthage Area Hospital Employees Pension Plan?
Carthage Area Hospital Employees Pension Plan is sponsored by Carthage Area Hospital, located in New York. The sponsor's EIN is 150622079 and the plan operates in the Healthcare & Social Assistance industry.
How did Carthage Area Hospital Employees Pension Plan perform in 2023?
Carthage Area Hospital Employees Pension Plan held N/A in total assets at the end of 2023. Net income was $-5,554,801.
Where can I find official filings for Carthage Area Hospital Employees Pension Plan?
Official Form 5500 filings for Carthage Area Hospital Employees Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150622079 or plan name at efast.dol.gov.
How does Carthage Area Hospital Employees Pension Plan compare to other plans?
You can compare Carthage Area Hospital Employees Pension Plan against other Defined Benefit (Pension) 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 150622079.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.