Profit Sharing · DOL Form 5500 · 2024
Aurelia Osborn Fox Memorial Hospital Profit Sharing Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 518
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $114,981
- Avg per participant Below avg balance/head
Official DOL plan name: The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital · Sponsored by Aurelia Osborn Fox Memorial Hospital · New York · Healthcare & Social Assistance
$60M in assets, 518 participants
Aurelia Osborn Fox Memorial Hospital's The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported $60M in total assets and 518 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,893 in Healthcare & Social Assistance (16,916 peers)
Where The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits by assets
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits in the top quartile of all filed plans by assets, $60M for 518 participants (~$114,981/participant), up 6.0% in 2024.
- #14,893
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's outsized position by total assets
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,560,070 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital 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 Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital sits mid-pack in the medium band (518 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital reported participants fell from 552 in the plan year 2023 filing to 518 in the plan year 2024 filing.
- The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital end-of-year assets rose from $56M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 150539039 · Aurelia Osborn Fox Memorial Hospital PY 2024 · Profit Sharing
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital · $60M · 518 · 86th
- VS-ST $60M
- VS-ST 518
- VS-ST 86th
- VS-ST Profit Sharing
- VS-ST near Automotive Industries Individual Account Retirement Plan
- VS-ST ind #14893
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 Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $3M |
| Employer EIN | 150539039 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aurelia Osborn Fox Memorial Hospital)
Sponsor-wide plan assets over time
All Aurelia Osborn Fox Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 14.944631200819503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 619 | $54M |
| 2023 | 2 | 577 | $59M |
| 2024 | 2 | 548 | $63M |
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 $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Automotive Industries Individual Account Retirement Plan in CA ($59M); by covered participants it is National Center on Institutions & Alternatives, Inc. 403(b) Plan in MD (518 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (518 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.