Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Lukes-Roosevelt Hospital Center Pension Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 294
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $475,948
- Avg per participant High balance/head
Official DOL plan name: St. Lukes-Roosevelt Hospital Center Employees' Pension Plan · Sponsored by St. Lukes-Roosevelt Hospital Center · New York · Healthcare & Social Assistance
$140M in assets, 294 participants
St. Lukes-Roosevelt Hospital Center's St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported $140M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,816 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan covers 294 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $140M.
- #15,816
- in Healthcare & Social Assistance (16,916 peers)
- -1.8%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan's outsized position by total assets
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$139,928,828 Top 7% higher than 93% 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
St. Lukes-Roosevelt Hospital Center Employees' Pension 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. Lukes-Roosevelt Hospital Center Employees' Pension Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported net income fell from $8M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan reported participants fell from 307 in the plan year 2023 filing to 294 in the plan year 2024 filing.
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan end-of-year assets fell from $143M in the plan year 2023 filing to $140M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 132997301 · St. Lukes-Roosevelt Hospital Center PY 2024 · Defined Benefit (Pension)
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan · $140M · 294 · 93rd
- PART $140M
- PART 294
- PART 93rd
- PART Defined Benefit (Pension)
- PART near The Esab Group, Inc. Consolidated Retirement Plan
- PART ind #15816
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. Lukes-Roosevelt Hospital Center Employees' Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$6M |
| Employer EIN | 132997301 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Lukes-Roosevelt Hospital Center)
Sponsor-wide plan assets over time
All St. Lukes-Roosevelt Hospital Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 7.092233987738207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 330 | $131M |
| 2023 | 1 | 307 | $143M |
| 2024 | 1 | 294 | $140M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
St. Lukes-Roosevelt Hospital Center Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is The Esab Group, Inc. Consolidated Retirement Plan in MD ($140M); by covered participants it is Baptist Health Care, Inc. Pension Plan in FL (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- The Esab Group, Inc. Consolidated Retirement Plan (MD) $140M · 143
- Sound Variable Annuity Pension Trust (WA) $140M · 81,755
- Spire Retirement Income Plan (AL) $140M · 1,041
- Domtar US Hourly Pension Plan () $140M · 1,206
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Baptist Health Care, Inc. Pension Plan (FL) 294 · 0 off
- Helmerich & Payne, Inc. Employees Retirement Plan (OK) 294 · 0 off
- Horne Brothers Construction, Inc. Cash Balance Pension Plan (NC) 293 · 1 off
- Imerys USA Pension Plan (GA) 295 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.