Defined Benefit (Pension) · DOL Form 5500 · 2024

Kaleida Health Corporate Benefits Pension Plan

Data updated 2026-08-25

$852M
Total assets Above avg plan size
5,585
Participants Above avg headcount
98th
Percentile by assets National rank
$152,523
Avg per participant Above avg balance/head
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Official DOL plan name: Kaleida Health Pension Growth Plan · Sponsored by Kaleida Health Corporate Benefits · New York · Healthcare & Social Assistance

$852M in assets, 5,585 participants

Kaleida Health Corporate Benefits's Kaleida Health Pension Growth Plan reported $852M in total assets and 5,585 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,626 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Kaleida Health Pension Growth Plan covers 5,585 participants in New York, 7.0x the typical New York plan (state average ~798 per filing). Assets: $852M.

#16,626
in Healthcare & Social Assistance (16,916 peers)
+9.8%
assets growth YoY
8.5×
vs typical plan assets (national mean)

Kaleida Health Pension Growth Plan's outsized position by total assets

Kaleida Health Pension Growth Plan vs every filed plan by assets

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

$851,841,667 Top 2% higher than 98% 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

Kaleida Health Pension Growth 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. Kaleida Health Pension Growth Plan lands in the large band (5,585 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaleida Health Pension Growth Plan reported net income rose from $68M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • Kaleida Health Pension Growth Plan end-of-year assets rose from $776M in the plan year 2023 filing to $852M in the plan year 2024 filing.
  • Kaleida Health Pension Growth Plan reported participants rose from 5,300 in the plan year 2023 filing to 5,585 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161533232 · Kaleida Health Corporate Benefits PY 2024 · Defined Benefit (Pension)

Kaleida Health Pension Growth Plan · $852M · 5,585 · 98th

  • PART $852M
  • TYPE 5,585
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Northwest Ironworkers Retirement Plan
  • BOY ind #16626

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 →

Kaleida Health Pension Growth Plan in the asset neighbourhood

Northwest Ironworkers Retirement PlanNorthwest Ironworkers Retire…$854MKaleida Health Pension Growth PlanKaleida Health Pension Growt…$852MCna Retirement Plan$849MRpm International Inc. Retirement PlanRpm International Inc. Retir…$847MOperating Eng Cons Ind Misc. Pension FundOperating Eng Cons Ind Misc.…$846M
End-of-year total assets ($M) among Kaleida Health Pension Growth Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$776M
Net Assets (End of Year)$852M
Net Income$76M
Employer EIN161533232
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleida Health Corporate Benefits)

Sponsor-wide plan assets over time

All Kaleida Health Corporate Benefits plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 23.709827166226884% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.39B $1.72B ▲ +23.7%
Year Plans Participants Total Assets
2022 3 23,148 $1.4B
2023 3 18,136 $1.5B
2024 3 24,195 $1.7B

Nearby Defined Benefit (Pension) Plans in New York

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

Kaleida Health Pension Growth Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants Kaleida Health Pension Growth Plan, Total assets ($B): 0.851841667 · Participants: 5585Kaleida Health Pension Growth 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
Kaleida Health Pension Growth Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Kaleida Health Pension Growth Plan side-by-side with 3 peers →

Scale composition for Kaleida Health Pension Growth Plan

Kaleida Health Pension Growth Plan reports $852M in end-of-year assets across 5,585 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $152,523 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $76M.

This plan identity (EIN 161533232, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $708M to $852M (+20.3%) while covered participants moved from 5,710 to 5,585 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,710 $708M Open filing
2023 5,300 $776M Open filing
2024 · index core 5,585 $852M This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Kaleida Health Pension Growth Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Northwest Ironworkers Retirement Plan in WA ($854M); by covered participants it is GE Healthcare Pension Plan in IL (5,554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($852M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,585 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 Kaleida Health Pension Growth Plan assets move in 2024? ▼
Kaleida Health Pension Growth Plan grew at a solid clip - up 9.8% during 2024, from $776M to $852M. Reported net income was $76M.
How have Kaleida Health Corporate Benefits plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleida Health Corporate Benefits's sponsor-wide assets grew 23.7%, from $1.4B to $1.7B.
Where does Kaleida Health Pension Growth Plan rank by assets among Form 5500 filers? ▼
Kaleida Health Pension Growth Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kaleida Health Pension Growth Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Ironworkers Retirement Plan in WA ($854M, 3,350 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kaleida Health Pension Growth Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is GE Healthcare Pension Plan in IL (5,554 participants, $13.7B 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 161533232.

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.