Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

JONES MEMORIAL HOSPITAL PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JONES MEMORIAL HOSPITAL

This Defined Benefit (Pension) plan holds $12M in total assets and serves 43 participants as of 2024. It is sponsored by JONES MEMORIAL HOSPITAL in New York. The plan reported a net loss of $1M for the year.

Total Assets (2023)
$12M
Participants
43
State
Industry
Healthcare & Social Assistance

What the Filing Says About JONES MEMORIAL HOSPITAL PENSION PLAN

JONES MEMORIAL HOSPITAL PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by JONES MEMORIAL HOSPITAL, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 43 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222807681, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2024 to $12M at year-end — a decline of 9.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-1,163,015 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-1,163,015
Plan TypeDefined Benefit (Pension)
Employer EIN222807681
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JONES MEMORIAL HOSPITAL)

Year Plans Participants Total Assets
2022 2 438 $18M
2023 2 425 $20M
2024 2 519 $23M

Nearby Defined Benefit (Pension) Plans in New York

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

Frequently Asked Questions

How much money is in the JONES MEMORIAL HOSPITAL PENSION PLAN?
As of the 2024 Form 5500 filing, JONES MEMORIAL HOSPITAL PENSION PLAN holds $12M in total assets with 43 participants. It is sponsored by JONES MEMORIAL HOSPITAL.
What type of plan is JONES MEMORIAL HOSPITAL PENSION PLAN?
JONES MEMORIAL HOSPITAL PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 222807681.
Who sponsors the JONES MEMORIAL HOSPITAL PENSION PLAN?
JONES MEMORIAL HOSPITAL PENSION PLAN is sponsored by JONES MEMORIAL HOSPITAL, located in New York. The sponsor's EIN is 222807681 and the plan operates in the Healthcare & Social Assistance industry.
How did JONES MEMORIAL HOSPITAL PENSION PLAN perform in 2024?
JONES MEMORIAL HOSPITAL PENSION PLAN declined by 9.4% during 2024, moving from $14M to $12M in total assets. Net income was $-1,163,015.
Where can I find official filings for JONES MEMORIAL HOSPITAL PENSION PLAN?
Official Form 5500 filings for JONES MEMORIAL HOSPITAL PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222807681 or plan name at efast.dol.gov.
How does JONES MEMORIAL HOSPITAL PENSION PLAN compare to other plans?
You can compare JONES MEMORIAL HOSPITAL PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222807681.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.