401(k) · DOL Form 5500 · 2024

Samaritan Medical Center 401(k) Plan

Data updated 2026-08-11

$210M
Total assets: 2,243
Participants: 94th
Percentile by assets: $93,440
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$210M
total plan assets (2024 EOY): 2,243
covered participants: 94th
percentile by assets (of 123,622 plans): $93,440
avg assets per participant

Where Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan sits 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 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.

See the national 2023→2024 release diff →

State

New York

Industry

Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan reports 2,243 participants - 2.8x that state average ($210M EOY assets).

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)

Total plan assets by year, all Samaritan Medical Center plans on file

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.

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Samaritan Medical Center/Samaritan Keep … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan assets move in 2024? ▼

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan grew at a solid clip - up 8.0% during 2024, from $194M to $210M. Reported net income was $16M.

How have Samaritan Medical Center plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Samaritan Medical Center's sponsor-wide assets grew 15.8%, from $262M to $304M.

Where does Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan rank by assets among Form 5500 filers? ▼

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ntec 401(k) Plan II in CO ($210M, 1,039 participants).

Next read for Samaritan Medical Center/Samaritan Keep …

Filing takeaways

Ways to act on Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan's numbers.

By total assets, Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Samaritan Medical Center's sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 150533577.