Defined Benefit (Pension) · DOL Form 5500 · 2024

Catholic Health Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
113
Participants Small participant base
74th
Percentile by assets National rank
$217,231
Avg per participant Above avg balance/head
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Official DOL plan name: St. Joseph Hospital Retirement Income Plan · Sponsored by Catholic Health · New York · Healthcare & Social Assistance

$25M in assets, 113 participants

Catholic Health's St. Joseph Hospital Retirement Income Plan reported $25M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,192 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

St. Joseph Hospital Retirement Income Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $25M.

#13,192
in Healthcare & Social Assistance (16,916 peers)
-1.4%
assets change YoY

The plan reported a net loss of $390K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Joseph Hospital Retirement Income Plan's outsized position by total assets

St. Joseph Hospital Retirement Income Plan vs every filed plan by assets

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

$24,547,047 Top 26% higher than 74% 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

St. Joseph Hospital Retirement Income 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. St. Joseph Hospital Retirement Income Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Joseph Hospital Retirement Income Plan reported net income fell from $16K in the plan year 2023 filing to -$390K in the plan year 2024 filing.
  • St. Joseph Hospital Retirement Income Plan reported participants fell from 132 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • St. Joseph Hospital Retirement Income Plan end-of-year assets fell from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222565278 · Catholic Health PY 2024 · Defined Benefit (Pension)

St. Joseph Hospital Retirement Income Plan · $25M · 113 · 74th

  • PART $25M
  • PART 113
  • PART 74th
  • PART Defined Benefit (Pension)
  • PART near Sealy Retirement Plan
  • PART ind #13192

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 →

St. Joseph Hospital Retirement Income Plan in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$25MRetirement Plan for Employees of Durand Glass Mfg. Company, Inc.Retirement Plan for Employee…$25MDjh Services LLC Retirement PlanDjh Services LLC Retirement …$25MSt. Joseph Hospital Retirement Income PlanSt. Joseph Hospital Retireme…$25MSealy Retirement Plan$25M
End-of-year total assets ($M) among St. Joseph Hospital Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$390K
Employer EIN222565278
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Health)

Sponsor-wide plan assets over time

All Catholic Health plans reported in each filing year

Latest sponsor-wide plan assets
$25M 5.104103656877322% vs 2022
2024 filing year
$24M$24.5M$25M$25.5M$26M$26.5M 202220232024 $25.9M $24.6M ▼ -5.1%
Year Plans Participants Total Assets
2022 1 146 $26M
2023 1 132 $25M
2024 1 113 $25M

Nearby Defined Benefit (Pension) Plans in New York

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

St. Joseph Hospital Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants St. Joseph Hospital Retirement Income Plan, Total assets ($B): 0.024547047 · Participants: 113St. Joseph Hospital Retirement Income 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
St. Joseph Hospital Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare St. Joseph Hospital Retirement Income Plan side-by-side with 3 peers →

St. Joseph Hospital Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sealy Retirement Plan in KY ($25M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 St. Joseph Hospital Retirement Income Plan assets move in 2024? ▼
St. Joseph Hospital Retirement Income Plan edged down modestly - down 1.4% during 2024, from $25M to $25M. Reported net income was -$390K.
How have Catholic Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Health's sponsor-wide assets declined 5.1%, from $26M to $25M.
Which Defined Benefit (Pension) plans are similar in size to St. Joseph Hospital Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sealy Retirement Plan in KY ($25M, 182 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Joseph Hospital Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Retirement Plan in MO (113 participants, $41M 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 222565278.

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.