Other · DOL Form 5500 · 2024
Mosaic Health Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $47,363
- Avg per participant Low balance/head
Official DOL plan name: Mosaic Health, Inc. 403(b) Plan · Sponsored by Mosaic Health · New York · Healthcare & Social Assistance
$7M in assets, 151 participants
Mosaic Health's Mosaic Health, Inc. 403(b) Plan reported $7M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,050 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Mosaic Health, Inc. 403(b) Plan covers 151 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #9,050
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
Mosaic Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mosaic Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,151,771 49th percentile higher than 49% 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
Mosaic Health, Inc. 403(b) 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. Mosaic Health, Inc. 403(b) Plan sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mosaic Health, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $557K in the plan year 2024 filing.
- Mosaic Health, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Mosaic Health, Inc. 403(b) Plan reported participants rose from 148 in the plan year 2023 filing to 151 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 161293681 · Mosaic Health PY 2024 · Other
Mosaic Health, Inc. 403(b) Plan · $7M · 151 · 49th
- PHOTO $7M
- PHOTO 151
- PHOTO 49th
- PHOTO Other
- PHOTO near Mental Health Connecticut, Inc. Retirement Plan
- PHOTO ind #9050
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 →
Mosaic Health, Inc. 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $557K |
| Employer EIN | 161293681 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mosaic Health)
Sponsor-wide plan assets over time
All Mosaic Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 41.48499908304814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $5M |
| 2023 | 1 | 148 | $7M |
| 2024 | 1 | 151 | $7M |
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
Mosaic Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Mental Health Connecticut, Inc. Retirement Plan in CT ($7M); by covered participants it is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan (MA) 151 · 0 off
- The Chicago Public Media, Inc. Tax-Deferred Annuity (Tda) Plan (IL) 151 · 0 off
- 403(b) Thrift Plan for Waterford Country School, Inc. (CT) 151 · 0 off
- Defined Contribution Pension Plan for Employees of National Industries (VA) 151 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.