401(k) · DOL Form 5500 · 2024
Samaritan Medical Center 401(k) Plan
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 2,243
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $93,440
- Avg per participant Below avg balance/head
Official DOL plan name: Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance
$210M in assets, 2,243 participants
Samaritan Medical Center's Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reported $210M in total assets and 2,243 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,075 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan covers 2,243 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $210M.
- #16,075
- in Healthcare & Social Assistance (16,916 peers)
- +8.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's outsized position by total assets
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$209,586,873 Top 6% higher than 94% 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
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan lands in the large band (2,243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reported participants rose from 1,511 in the plan year 2023 filing to 2,243 in the plan year 2024 filing.
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan end-of-year assets rose from $194M in the plan year 2023 filing to $210M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 150533577 · Samaritan Medical Center PY 2024 · 401(k)
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan · $210M · 2,243 · 94th
- SCH $210M
- SCH 2,243
- SCH 94th
- SCH 401(k)
- SCH near Ntec 401(k) Plan II
- SCH ind #16075
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 →
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | $16M |
| Employer EIN | 150533577 |
| Plan Effective Date | 1986-03-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Medical Center)
Sponsor-wide plan assets over time
All Samaritan Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $304M 15.818795235450391% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,199 | $262M |
| 2023 | 4 | 3,519 | $291M |
| 2024 | 4 | 4,137 | $304M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ntec 401(k) Plan II in CO ($210M); by covered participants it is Marathon Cheese Employee's 401(k) Retirement Plan in WI (2,243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
- Ntec 401(k) Plan II (CO) $210M · 1,039
- Blain Supply and Farm & Fleet Profit Sharing 401(k) Plan (WI) $210M · 3,477
- Pga Companies 401(k) Plan (WA) $210M · 218
- Rosen's Diversified 401(k) Retirement Plan (MN) $210M · 3,671
Similar participant headcount
Nearest other-state filings by covered participants (2,243 participants); asset peers above are excluded.
- Marathon Cheese Employee's 401(k) Retirement Plan (WI) 2,243 · 0 off
- Northview Hotels & Resorts 401(k) Plan (CT) 2,243 · 0 off
- Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust (OH) 2,243 · 0 off
- Southeasthealth 401a Plan (MO) 2,242 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.