Defined Benefit (Pension) · DOL Form 5500 · 2023

Hudson Valley Care Partners, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
78
Participants Small participant base
28th
Percentile by assets National rank
$20,627
Avg per participant Low balance/head
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Official DOL plan name: Hudson Valley Care Partners Cash Balance Plan · Sponsored by Hudson Valley Care Partners, LLC · New York · Healthcare & Social Assistance

$2M in assets, 78 participants

Hudson Valley Care Partners, LLC's Hudson Valley Care Partners Cash Balance Plan reported $2M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,524 in Healthcare & Social Assistance (17,684 peers)

Hudson Valley Care Partners, LLC multi-year trail

Hudson Valley Care Partners, LLC's plans moved -51.0% in assets from 2022 to 2023; this filing shows Hudson Valley Care Partners Cash Balance Plan at $2M / 78 participants.

#4,524
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY

Hudson Valley Care Partners Cash Balance Plan among the smaller filed plans by assets

Hudson Valley Care Partners Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,608,867 28th percentile higher than 28% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hudson Valley Care Partners Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hudson Valley Care Partners Cash Balance Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hudson Valley Care Partners Cash Balance Plan reported net income rose from -$368K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Hudson Valley Care Partners Cash Balance Plan reported participants fell from 90 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • Hudson Valley Care Partners Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510491047 · Hudson Valley Care Partners, LLC PY 2023 · Defined Benefit (Pension)

Hudson Valley Care Partners Cash Balance Plan · $2M · 78 · 28th

  • BOY $2M
  • BOY 78
  • BOY 28th
  • BOY Defined Benefit (Pension)
  • BOY near Dream USA Inc Defined Benefit Pension Plan
  • BOY ind #4524

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 →

Hudson Valley Care Partners Cash Balance Plan in the asset neighbourhood

Hudson Valley Care Partners Cash Balance PlanHudson Valley Care Partners …$2MDream USA Inc Defined Benefit Pension PlanDream USA Inc Defined Benefi…$2MMaya Brenner Designs Defined Benefit Pension PlanMaya Brenner Designs Defined…$2MClover Llll Investment Company, LLC Defined Benefit Pension PlanClover Llll Investment Compa…$2MDover Chemical Corporation Pension Plan for Salaried EmployeesDover Chemical Corporation P…$2M
End-of-year total assets ($M) among Hudson Valley Care Partners Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hudson Valley Care Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hudson Valley Care Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.989162500350325% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.28M $1.61M ▼ -50.9%
Year Plans Participants Total Assets
2022 2 186 $3M
2023 1 78 $2M

Hudson Valley Care Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$78K
Employer EIN510491047
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hudson Valley Care Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Hudson Valley Care Partners Cash Balance Plan, Total assets ($B): 0.001608867 · Participants: 78Hudson Valley Care Partners Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Hudson Valley Care Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Hudson Valley Care Partners Cash Balance Plan side-by-side with 3 peers →

Hudson Valley Care Partners Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Dream USA Inc Defined Benefit Pension Plan in CA ($2M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hudson Valley Care Partners Cash Balance Plan assets move in 2023? ▼
Hudson Valley Care Partners Cash Balance Plan grew at a solid clip - up 5.1% during 2023, from $2M to $2M. Reported net income was $78K.
How have Hudson Valley Care Partners, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hudson Valley Care Partners, LLC's sponsor-wide assets declined 51.0%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Hudson Valley Care Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dream USA Inc Defined Benefit Pension Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hudson Valley Care Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M in assets).

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 510491047.

Read our methodology - how this data is sourced, computed, and verified.

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