Defined Benefit (Pension) · DOL Form 5500 · 2024

Burke Rehabilitation Hospital Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
226
Participants Below avg headcount
87th
Percentile by assets National rank
$303,120
Avg per participant High balance/head
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Official DOL plan name: The Burke Rehabilitation Hospital Retirement Plan · Sponsored by Burke Rehabilitation Hospital · New York · Healthcare & Social Assistance

$69M in assets, 226 participants

Burke Rehabilitation Hospital's The Burke Rehabilitation Hospital Retirement Plan reported $69M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,071 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

The Burke Rehabilitation Hospital Retirement Plan covers 226 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $69M.

#15,071
in Healthcare & Social Assistance (16,916 peers)
-1.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $883K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Burke Rehabilitation Hospital Retirement Plan's outsized position by total assets

The Burke Rehabilitation Hospital Retirement Plan vs every filed plan by assets

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

$68,505,132 Top 13% higher than 87% 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

The Burke Rehabilitation Hospital Retirement 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. The Burke Rehabilitation Hospital Retirement Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Burke Rehabilitation Hospital Retirement Plan reported net income rose from -$9M in the plan year 2023 filing to -$883K in the plan year 2024 filing.
  • The Burke Rehabilitation Hospital Retirement Plan reported participants fell from 260 in the plan year 2023 filing to 226 in the plan year 2024 filing.
  • The Burke Rehabilitation Hospital Retirement Plan end-of-year assets fell from $69M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131739937 · Burke Rehabilitation Hospital PY 2024 · Defined Benefit (Pension)

The Burke Rehabilitation Hospital Retirement Plan · $69M · 226 · 87th

  • EOY $69M
  • 5500 226
  • ASSETS 87th
  • PCT Defined Benefit (Pension)
  • EIN near National Guardian Life Insurance Company Pension Plan for Employees
  • RANK ind #15071

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 →

The Burke Rehabilitation Hospital Retirement Plan in the asset neighbourhood

Spencer Savings Bank, Sla Employees' Pension PlanSpencer Savings Bank, Sla Em…$69MNational Guardian Life Insurance Company Pension Plan for EmployeesNational Guardian Life Insur…$69MThe Burke Rehabilitation Hospital Retirement PlanThe Burke Rehabilitation Hos…$69MDykema Gossett PLLC Retirement PlanDykema Gossett PLLC Retireme…$68MMotorists Mutual Retirement PlanMotorists Mutual Retirement …$68M
End-of-year total assets ($M) among The Burke Rehabilitation Hospital Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$68M
Net Income-$883K
Employer EIN131739937
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke Rehabilitation Hospital)

Sponsor-wide plan assets over time

All Burke Rehabilitation Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$131M 13.936057689316945% vs 2022
2024 filing year
$110M$115M$120M$125M$130M$135M 202220232024 $115M $131M ▲ +13.9%
Year Plans Participants Total Assets
2022 2 1,561 $115M
2023 2 1,545 $118M
2024 2 1,557 $131M

Nearby Defined Benefit (Pension) Plans in New York

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

The Burke Rehabilitation Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Burke Rehabilitation Hospital Retirement Plan, Total assets ($B): 0.068505132 · Participants: 226The Burke Rehabilitation Hospital Retirement 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
The Burke Rehabilitation Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Burke Rehabilitation Hospital Retirement Plan side-by-side with 3 peers →

The Burke Rehabilitation Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is National Guardian Life Insurance Company Pension Plan for Employees in WI ($69M); by covered participants it is Pontifical Catholic University of Puerto Rico Pension Plan in PR (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 The Burke Rehabilitation Hospital Retirement Plan assets move in 2024? ▼
The Burke Rehabilitation Hospital Retirement Plan edged down modestly - down 1.1% during 2024, from $69M to $69M. Reported net income was -$883K.
How have Burke Rehabilitation Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Rehabilitation Hospital's sponsor-wide assets grew 13.9%, from $115M to $131M.
Where does The Burke Rehabilitation Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
The Burke Rehabilitation Hospital Retirement Plan ranks in the 87th 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 The Burke Rehabilitation Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Guardian Life Insurance Company Pension Plan for Employees in WI ($69M, 206 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Burke Rehabilitation Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pontifical Catholic University of Puerto Rico Pension Plan in PR (226 participants, $44M 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 131739937.

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.