Other · DOL Form 5500 · 2024
Samaritan Medical Center Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,408
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $7,637
- Avg per participant Low balance/head
Official DOL plan name: Samaritan Medical Center/Samaritan Keep Home 403(b) Plan · Sponsored by Samaritan Medical Center · New York · Healthcare & Social Assistance
$11M in assets, 1,408 participants
Samaritan Medical Center's Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported $11M in total assets and 1,408 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,615 in Healthcare & Social Assistance (16,916 peers)
Samaritan Medical Center multi-year trail
Samaritan Medical Center's plans moved +15.8% in assets from 2022 to 2024; this filing shows Samaritan Medical Center/Samaritan Keep Home 403(b) Plan at $11M / 1,408 participants.
- #10,615
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,752,676 Top 43% higher than 57% 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 Home 403(b) 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 Home 403(b) Plan lands in the large band (1,408 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Samaritan Medical Center/Samaritan Keep Home 403(b) Plan reported participants fell from 1,511 in the plan year 2023 filing to 1,408 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 150533577 · Samaritan Medical Center PY 2024 · Other
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan · $11M · 1,408 · 57th
- IND $11M
- EOY 1,408
- 5500 57th
- ASSETS Other
- PCT near Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan
- EIN ind #10615
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 Home 403(b) Plan in the asset neighbourhood
Samaritan Medical Center multi-year asset trail
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 |
Samaritan Medical Center filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 150533577 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Samaritan Medical Center/Samaritan Keep Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan in KS ($11M); by covered participants it is Stevens Institute of Technology Defined Contributi in NJ (1,408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,408 participants); asset peers above are excluded.
- Stevens Institute of Technology Defined Contributi (NJ) 1,408 · 0 off
- Holland Home Tax Deferred Annuity Retirement Plan (MI) 1,407 · 1 off
- Tj Regional Health Inc. 403(b) Plan (KY) 1,406 · 2 off
- The South County Hospital 403(b) Retirement Plan (RI) 1,406 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.