Profit Sharing · DOL Form 5500 · 2023
Claxton-Hepburn Medical Center Profit Sharing Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 725
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $112,099
- Avg per participant Below avg balance/head
Official DOL plan name: Claxton-Hepburn Medical Center 403b Retirement Plan · Sponsored by Claxton-Hepburn Medical Center · New York · Healthcare & Social Assistance
$81M in assets, 725 participants
Claxton-Hepburn Medical Center's Claxton-Hepburn Medical Center 403b Retirement Plan reported $81M in total assets and 725 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,132 in Healthcare & Social Assistance (17,684 peers)
Where Claxton-Hepburn Medical Center 403b Retirement Plan sits by assets
Claxton-Hepburn Medical Center 403b Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 725 participants (~$112,099/participant), up 15.1% in 2023.
- #16,132
- in Healthcare & Social Assistance (17,684 peers)
- +15.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Claxton-Hepburn Medical Center 403b Retirement Plan's outsized position by total assets
Claxton-Hepburn Medical Center 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$81,272,108 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Claxton-Hepburn Medical Center 403b Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claxton-Hepburn Medical Center 403b Retirement Plan sits mid-pack in the medium band (725 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Claxton-Hepburn Medical Center 403b Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Claxton-Hepburn Medical Center 403b Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- Claxton-Hepburn Medical Center 403b Retirement Plan reported participants fell from 801 in the plan year 2022 filing to 725 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 150559686 · Claxton-Hepburn Medical Center PY 2023 · Profit Sharing
Claxton-Hepburn Medical Center 403b Retirement Plan · $81M · 725 · 90th
- IND $81M
- IND 725
- IND 90th
- IND Profit Sharing
- IND near Painting Industry Profit Sharing Annuity Plan
- IND ind #16132
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 →
Claxton-Hepburn Medical Center 403b Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $11M |
| Employer EIN | 150559686 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claxton-Hepburn Medical Center)
Sponsor-wide plan assets over time
All Claxton-Hepburn Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 21.242918773170445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 967 | $103M |
| 2023 | 2 | 858 | $116M |
| 2024 | 2 | 881 | $125M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Claxton-Hepburn Medical Center 403b Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Painting Industry Profit Sharing Annuity Plan in OH ($81M); by covered participants it is Marana Health Center, Inc. 403b Plan in AZ (725 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Painting Industry Profit Sharing Annuity Plan (OH) $81M · 2,321
- Operating Engineers Local No 37 Severance & Annuity Fund (MD) $81M · 3,928
- Cic Defined Contribution Retirement Plan (WA) $82M · 1,560
- Roofers Local No. 96 Annuity Fund (MN) $82M · 1,073
Similar participant headcount
Nearest other-state filings by covered participants (725 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.