Defined Benefit (Pension) · DOL Form 5500 · 2024

Ellis Medicine Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
231
Participants Below avg headcount
79th
Percentile by assets National rank
$147,950
Avg per participant Above avg balance/head
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Official DOL plan name: Employees' Retirement Plan of Ellis Hospital · Sponsored by Ellis Medicine · New York · Healthcare & Social Assistance

$34M in assets, 231 participants

Ellis Medicine's Employees' Retirement Plan of Ellis Hospital reported $34M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,925 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Employees' Retirement Plan of Ellis Hospital covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $34M.

#13,925
in Healthcare & Social Assistance (16,916 peers)
-36.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Retirement Plan of Ellis Hospital's outsized position by total assets

Employees' Retirement Plan of Ellis Hospital vs every filed plan by assets

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

$34,176,494 Top 21% higher than 79% 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

Employees' Retirement Plan of Ellis 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. Employees' Retirement Plan of Ellis Hospital sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Retirement Plan of Ellis Hospital reported net income fell from -$3M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
  • Employees' Retirement Plan of Ellis Hospital end-of-year assets fell from $54M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Employees' Retirement Plan of Ellis Hospital reported participants fell from 255 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141338428 · Ellis Medicine PY 2024 · Defined Benefit (Pension)

Employees' Retirement Plan of Ellis Hospital · $34M · 231 · 79th

  • RANK $34M
  • PHOTO 231
  • IND 79th
  • EOY Defined Benefit (Pension)
  • 5500 near Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan
  • ASSETS ind #13925

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 →

Employees' Retirement Plan of Ellis Hospital in the asset neighbourhood

Orthocarolina Cash Balance Pension PlanOrthocarolina Cash Balance P…$34MFood Pantry, Ltd. Pension PlanFood Pantry, Ltd. Pension Pl…$34MNovelis Terre Haute Hourly Pension PlanNovelis Terre Haute Hourly P…$34MEmployees' Retirement Plan of Ellis HospitalEmployees' Retirement Plan o…$34MMedical Group of Beverly Hills, Inc. Defined Benefit Pension PlanMedical Group of Beverly Hil…$34M
End-of-year total assets ($M) among Employees' Retirement Plan of Ellis Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$34M
Net Income-$20M
Employer EIN141338428
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellis Medicine)

Sponsor-wide plan assets over time

All Ellis Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$303M 5.356642279539399% vs 2022
2024 filing year
$280M$290M$300M$310M 202220232024 $287M $303M ▲ +5.4%
Year Plans Participants Total Assets
2022 2 2,945 $287M
2023 2 2,896 $308M
2024 2 3,021 $303M

Nearby Defined Benefit (Pension) Plans in New York

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

Employees' Retirement Plan of Ellis Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employees' Retirement Plan of Ellis Hospital, Total assets ($B): 0.034176494 · Participants: 231Employees' Retirement Plan of Ellis HospitalIBM 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
Employees' Retirement Plan of Ellis Hospital vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees' Retirement Plan of Ellis Hospital side-by-side with 3 peers →

Employees' Retirement Plan of Ellis Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan in CA ($34M); by covered participants it is Woodward Hrt Pension Plan in CO (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Employees' Retirement Plan of Ellis Hospital assets move in 2024? ▼
Employees' Retirement Plan of Ellis Hospital contracted severely - down 36.7% during 2024, from $54M to $34M. Reported net income was -$20M.
How have Ellis Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Medicine's sponsor-wide assets grew 5.4%, from $287M to $303M.
Where does Employees' Retirement Plan of Ellis Hospital rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of Ellis Hospital ranks in the 79th 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 Employees' Retirement Plan of Ellis Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan in CA ($34M, 215 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Ellis Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Woodward Hrt Pension Plan in CO (231 participants, $150M 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 141338428.

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.