Defined Benefit (Pension) · DOL Form 5500 · 2024

Brooks-Tlc Hospital System, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
87
Participants Small participant base
68th
Percentile by assets National rank
$200,647
Avg per participant Above avg balance/head
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Official DOL plan name: Brooks Memorial Hospital Union Employees' Pension Plan · Sponsored by Brooks-Tlc Hospital System, Inc. · New York · Healthcare & Social Assistance

$17M in assets, 87 participants

Brooks-Tlc Hospital System, Inc.'s Brooks Memorial Hospital Union Employees' Pension Plan reported $17M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,248 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Brooks Memorial Hospital Union Employees' Pension Plan holds $17M for 87 participants - about $200,647 per participant, above the median plan by assets.

#12,248
in Healthcare & Social Assistance (16,916 peers)
+7.8%
assets growth YoY

Brooks Memorial Hospital Union Employees' Pension Plan's outsized position by total assets

Brooks Memorial Hospital Union Employees' Pension Plan vs every filed plan by assets

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

$17,456,251 Top 32% higher than 68% 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

Brooks Memorial Hospital Union Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brooks Memorial Hospital Union Employees' Pension Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brooks Memorial Hospital Union Employees' Pension Plan reported net income rose from $397K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Brooks Memorial Hospital Union Employees' Pension Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Brooks Memorial Hospital Union Employees' Pension Plan reported participants rose from 85 in the plan year 2023 filing to 87 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160743301 · Brooks-Tlc Hospital System, Inc. PY 2024 · Defined Benefit (Pension)

Brooks Memorial Hospital Union Employees' Pension Plan · $17M · 87 · 68th

  • PCT $17M
  • EIN 87
  • RANK 68th
  • PHOTO Defined Benefit (Pension)
  • IND near Husch Blackwell LLP Cash Balance Pension Plan
  • EOY ind #12248

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 →

Brooks Memorial Hospital Union Employees' Pension Plan in the asset neighbourhood

Pension Plan for Employees of Baptist Health RichmondPension Plan for Employees o…$17MPension Plan for Employees of National Fruit Product Company, Inc.Pension Plan for Employees o…$17MBrooks Memorial Hospital Union Employees' Pension PlanBrooks Memorial Hospital Uni…$17MHusch Blackwell LLP Cash Balance Pension PlanHusch Blackwell LLP Cash Bal…$17MGesa Credit Union Cash Balance Defined Benefit Plan and TrustGesa Credit Union Cash Balan…$17M
End-of-year total assets ($M) among Brooks Memorial Hospital Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN160743301
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brooks-Tlc Hospital System, Inc.)

Sponsor-wide plan assets over time

All Brooks-Tlc Hospital System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 5.966386497002856% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M 202220232024 $20.4M $21.6M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 120 $20M
2023 2 99 $20M
2024 2 100 $22M

Nearby Defined Benefit (Pension) Plans in New York

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

Brooks Memorial Hospital Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Brooks Memorial Hospital Union Employees' Pension Plan, Total assets ($B): 0.017456251 · Participants: 87Brooks Memorial Hospital Union Employees' Pension PlanIBM 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
Brooks Memorial Hospital Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Brooks Memorial Hospital Union Employees' Pension Plan side-by-side with 3 peers →

Brooks Memorial Hospital Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Husch Blackwell LLP Cash Balance Pension Plan in MO ($17M); by covered participants it is Maher Terminals LLC Pension Trust in NJ (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Brooks Memorial Hospital Union Employees' Pension Plan assets move in 2024? ▼
Brooks Memorial Hospital Union Employees' Pension Plan grew at a solid clip - up 7.8% during 2024, from $16M to $17M. Reported net income was $1M.
How have Brooks-Tlc Hospital System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooks-Tlc Hospital System, Inc.'s sponsor-wide assets grew 6.0%, from $20M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Brooks Memorial Hospital Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Husch Blackwell LLP Cash Balance Pension Plan in MO ($17M, 202 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brooks Memorial Hospital Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maher Terminals LLC Pension Trust in NJ (87 participants, $92M 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 160743301.

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.