Profit Sharing · DOL Form 5500 · 2024

Aurelia Osborn Fox Memorial Hospital Profit Sharing Plan

Data updated 2026-07-24

$60M
Total assets: 518
Participants: 86th
Percentile by assets: $114,981
Avg per participant

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.

86th percentile by assets (of 116,472 plans)

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.

$60M
total plan assets (2024 EOY): 518
covered participants: 86th
percentile by assets (of 116,472 plans): $114,981
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Healthcare & Social Assistance

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs the 2024 asset distribution

By assets, The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital outranks 86% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Aurelia Osborn Fox Memorial Hospital plans on file

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.

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital vs. nearby Profit Sharing plans in New York, assets vs. participants

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare The Retirement Plan for Employees of Aur… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital by total assets, not by location.

Automotive Industries Individual Account Retirement Plan (CA) $59M · 958
Operating Engineers Local 139 Defined Contribution Annuity Fund (WI) $60M · 8,450
Indiana Laborers Defined Contribution Trust Fund (IN) $60M · 15,644
Hensel Phelps Hourly Retirement Plan (CO) $60M · 656

Frequently Asked Questions

How did The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital assets move in 2024? ▼

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital grew at a solid clip - up 6.0% during 2024, from $56M to $60M. Reported net income was $3M.

How have Aurelia Osborn Fox Memorial Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aurelia Osborn Fox Memorial Hospital's sponsor-wide assets grew 14.9%, from $54M to $63M.

Where does The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital rank by assets among Form 5500 filers? ▼

The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital ranks in the 86th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital? ▼

Among Profit Sharing plans in other states, the closest by assets is Automotive Industries Individual Account Retirement Plan in CA ($59M, 958 participants).

Next read for The Retirement Plan for Employees of Aur…

Scale reading

Ways to act on The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital's numbers.

By total assets, The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Aurelia Osborn Fox Memorial Hospital's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 150539039.

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.