401(k) · DOL Form 5500 · 2023

St. Joseph's Rehabilitation Center 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
159
Participants Small participant base
45th
Percentile by assets National rank
$32,317
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Joseph's Rehabilitation Center Retirement Plan · Sponsored by St. Joseph's Rehabilitation Center · New York · Healthcare & Social Assistance

$5M in assets, 159 participants

St. Joseph's Rehabilitation Center's St. Joseph's Rehabilitation Center Retirement Plan reported $5M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,663 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

St. Joseph's Rehabilitation Center Retirement Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,663
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

St. Joseph's Rehabilitation Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Joseph's Rehabilitation Center Retirement Plan vs every filed plan by assets

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

$5,138,457 45th percentile higher than 45% 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

St. Joseph's Rehabilitation Center 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. St. Joseph's Rehabilitation Center Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph's Rehabilitation Center Retirement Plan reported net income rose from $324K in the plan year 2022 filing to $938K in the plan year 2023 filing.
  • St. Joseph's Rehabilitation Center Retirement Plan reported participants fell from 217 in the plan year 2022 filing to 159 in the plan year 2023 filing.
  • St. Joseph's Rehabilitation Center Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141536222 · St. Joseph's Rehabilitation Center PY 2023 · 401(k)

St. Joseph's Rehabilitation Center Retirement Plan · $5M · 159 · 45th

  • ASSETS $5M
  • PCT 159
  • EIN 45th
  • RANK 401(k)
  • PHOTO near Rdd Family Office, LLC Employees Savings Trust
  • IND ind #8663

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 →

St. Joseph's Rehabilitation Center Retirement Plan in the asset neighbourhood

St. Joseph's Rehabilitation Center Retirement PlanSt. Joseph's Rehabilitation …$5MRdd Family Office, LLC Employees Savings TrustRdd Family Office, LLC Emplo…$5MMm Packaging Product Inc. 401(k) Profit Sharing PlanMm Packaging Product Inc. 40…$5MSunshine Village Retirement PlanSunshine Village Retirement …$5MZift Solutions 401(k) Plan$5M
End-of-year total assets ($M) among St. Joseph's Rehabilitation Center Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$938K
Employer EIN141536222
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph's Rehabilitation Center)

Sponsor-wide plan assets over time

All St. Joseph's Rehabilitation Center plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.079573798349845% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.2M $4.96M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 217 $4M
2023 1 159 $5M
2024 1 149 $5M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Joseph's Rehabilitation Center Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants St. Joseph's Rehabilitation Center Retirement Plan, Total assets ($B): 0.005138457 · Participants: 159St. Joseph's Rehabilitation Center Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
St. Joseph's Rehabilitation Center Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare St. Joseph's Rehabilitation Center Retirement Plan side-by-side with 3 peers →

St. Joseph's Rehabilitation Center Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rdd Family Office, LLC Employees Savings Trust in KS ($5M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 St. Joseph's Rehabilitation Center Retirement Plan assets move in 2023? ▼
St. Joseph's Rehabilitation Center Retirement Plan grew sharply - up 22.3% during 2023, from $4M to $5M. Reported net income was $938K.
How have St. Joseph's Rehabilitation Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Joseph's Rehabilitation Center's sponsor-wide assets grew 18.1%, from $4M to $5M.
Which 401(k) plans are similar in size to St. Joseph's Rehabilitation Center Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rdd Family Office, LLC Employees Savings Trust in KS ($5M, 5 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph's Rehabilitation Center Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A 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 141536222.

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.