Defined Benefit (Pension) · DOL Form 5500 · 2024

The New Jewish Home Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
106
Participants Small participant base
89th
Percentile by assets National rank
$738,897
Avg per participant High balance/head
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Official DOL plan name: The Jewish Home & Hospital Retirement Plan · Sponsored by The New Jewish Home · New York · Healthcare & Social Assistance

$78M in assets, 106 participants

The New Jewish Home's The Jewish Home & Hospital Retirement Plan reported $78M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,247 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

The Jewish Home & Hospital Retirement Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $78M.

#15,247
in Healthcare & Social Assistance (16,916 peers)
+5.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Jewish Home & Hospital Retirement Plan's outsized position by total assets

The Jewish Home & Hospital Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,323,039 Top 11% higher than 89% of 123,620 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 2024

The Jewish Home & Hospital Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jewish Home & Hospital Retirement Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Jewish Home & Hospital Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Jewish Home & Hospital Retirement Plan reported participants fell from 115 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • The Jewish Home & Hospital Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $78M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131624033 · The New Jewish Home PY 2024 · Defined Benefit (Pension)

The Jewish Home & Hospital Retirement Plan · $78M · 106 · 89th

  • EBSA $78M
  • EBSA 106
  • EBSA 89th
  • EBSA Defined Benefit (Pension)
  • EBSA near Haynes and Boone, LLP Partners' Cash Balance Plan
  • EBSA ind #15247

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 →

The Jewish Home & Hospital Retirement Plan in the asset neighbourhood

Do It Best Corp. Restated Retirement PlanDo It Best Corp. Restated Re…$78MBelden Pension Plan$78MHaynes and Boone, LLP Partners' Cash Balance PlanHaynes and Boone, LLP Partne…$78MThe Jewish Home & Hospital Retirement PlanThe Jewish Home & Hospital R…$78MIts, Inc. Pension Plan$78M
End-of-year total assets ($M) among The Jewish Home & Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$78M
Net Income$4M
Employer EIN131624033
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New Jewish Home)

Sponsor-wide plan assets over time

All The New Jewish Home plans reported in each filing year

Latest sponsor-wide plan assets
$126M 13.194797476340478% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $126M ▲ +13.2%
Year Plans Participants Total Assets
2022 3 1,948 $111M
2023 2 1,383 $118M
2024 2 1,241 $126M

Nearby Defined Benefit (Pension) Plans in New York

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

The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Jewish Home & Hospital Retirement Plan, Total assets ($B): 0.078323039 · Participants: 106The Jewish Home & Hospital Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The Jewish Home & Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Jewish Home & Hospital Retirement Plan side-by-side with 3 peers →

The Jewish Home & Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Haynes and Boone, LLP Partners' Cash Balance Plan in TX ($78M); by covered participants it is State Volunteer Mutual Insurance Company Retirement Plan in TN (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Jewish Home & Hospital Retirement Plan assets move in 2024? ▼
The Jewish Home & Hospital Retirement Plan grew at a solid clip - up 5.2% during 2024, from $74M to $78M. Reported net income was $4M.
How have The New Jewish Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New Jewish Home's sponsor-wide assets grew 13.2%, from $111M to $126M.
Where does The Jewish Home & Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
The Jewish Home & Hospital Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Jewish Home & Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Haynes and Boone, LLP Partners' Cash Balance Plan in TX ($78M, 177 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Jewish Home & Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is State Volunteer Mutual Insurance Company Retirement Plan in TN (106 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131624033.

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.