Other · DOL Form 5500 · 2024
Oswego Health Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 1,380
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $54,506
- Avg per participant Low balance/head
Official DOL plan name: Oswego Health 403(b) Retirement Plan · Sponsored by Oswego Health · New York · Healthcare & Social Assistance
$75M in assets, 1,380 participants
Oswego Health's Oswego Health 403(b) Retirement Plan reported $75M in total assets and 1,380 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,194 in Healthcare & Social Assistance (16,916 peers)
Where Oswego Health 403(b) Retirement Plan sits by assets
Oswego Health 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 1,380 participants (~$54,506/participant), up 10.9% in 2024.
- #15,194
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Oswego Health 403(b) Retirement Plan's outsized position by total assets
Oswego Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,218,717 Top 12% higher than 88% 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
Oswego Health 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oswego Health 403(b) Retirement Plan lands in the large band (1,380 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oswego Health 403(b) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Oswego Health 403(b) Retirement Plan end-of-year assets rose from $68M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Oswego Health 403(b) Retirement Plan reported participants rose from 1,255 in the plan year 2023 filing to 1,380 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 150532220 · Oswego Health PY 2024 · Other
Oswego Health 403(b) Retirement Plan · $75M · 1,380 · 88th
- NET $75M
- NET 1,380
- NET 88th
- NET Other
- NET near The Buckley School Defined Contribution Plan
- NET ind #15194
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 →
Oswego Health 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $7M |
| Employer EIN | 150532220 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oswego Health)
Sponsor-wide plan assets over time
All Oswego Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 16.960079701715816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,422 | $96M |
| 2023 | 2 | 1,413 | $107M |
| 2024 | 2 | 1,522 | $113M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Oswego Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Buckley School Defined Contribution Plan in CA ($75M); by covered participants it is Chicago Area Ib of T Severance and Retirement Plan in IL (1,377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- The Buckley School Defined Contribution Plan (CA) $75M · 196
- Shady Side Academy Retirement Plan (PA) $75M · 300
- Viewpoint Educational Foundation 403(b)Plan (CA) $75M · 305
- University of Dubuque Employees' 403(b) Plan (IA) $75M · 669
Similar participant headcount
Nearest other-state filings by covered participants (1,380 participants); asset peers above are excluded.
- Chicago Area Ib of T Severance and Retirement Plan (IL) 1,377 · 3 off
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan (MA) 1,384 · 4 off
- Shs 403b Plan (PA) 1,384 · 4 off
- Rocketship Education Retirement Savings Plan (CA) 1,375 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.