Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

The Mary Imogene Bassett Hospital Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Mary Imogene Bassett Hospital Β· New York Β· Healthcare & Social Assistance

What the 2023 filing shows

The Mary Imogene Bassett Hospital Retirement Plan holds $755M for 3,853 participants - about $195,903 per participant, up 12.2% over the 2024 plan year.

$755M
total plan assets (2024 EOY)
3,853
covered participants
$195,903
avg assets per participant
+12.2%
assets growth YoY
Total Assets (2023)
$755M
Participants
3,853
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Mary Imogene Bassett Hospital Retirement Plan

The Mary Imogene Bassett Hospital Retirement Plan is a Profit Sharing retirement plan sponsored by The Mary Imogene Bassett Hospital, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $755M in total end-of-year assets and covers 3,853 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 135596796, and the plan has been effective since 1946-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $673M at the beginning of 2024 to $755M at year-end β€” a gain of 12.2%. Net assets (after liabilities) closed the year at $755M, with reported net income of $82M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$673M
Total Assets (End of Year)$755M
Net Assets (End of Year)$755M
Net Income$82M
Plan TypeProfit Sharing
Employer EIN135596796
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mary Imogene Bassett Hospital)

Year Plans Participants Total Assets
2022 1 3,521 $591M
2023 1 3,677 $673M
2024 1 3,853 $755M

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Frequently Asked Questions

How much money is in the The Mary Imogene Bassett Hospital Retirement Plan?
As of the 2024 Form 5500 filing, The Mary Imogene Bassett Hospital Retirement Plan holds $755M in total assets with 3,853 participants. It is sponsored by The Mary Imogene Bassett Hospital.
What type of plan is The Mary Imogene Bassett Hospital Retirement Plan?
The Mary Imogene Bassett Hospital Retirement Plan is a Profit Sharing plan. It has been effective since 1946-01-01. The plan is filed with the U.S. Department of Labor under EIN 135596796.
Who sponsors the The Mary Imogene Bassett Hospital Retirement Plan?
The Mary Imogene Bassett Hospital Retirement Plan is sponsored by The Mary Imogene Bassett Hospital, located in New York. The sponsor's EIN is 135596796 and the plan operates in the Healthcare & Social Assistance industry.
How did The Mary Imogene Bassett Hospital Retirement Plan perform in 2024?
The Mary Imogene Bassett Hospital Retirement Plan grew by 12.2% during 2024, moving from $673M to $755M in total assets. Net income was $82M.
Where can I find official filings for The Mary Imogene Bassett Hospital Retirement Plan?
Official Form 5500 filings for The Mary Imogene Bassett Hospital Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135596796 or plan name at efast.dol.gov.
How does The Mary Imogene Bassett Hospital Retirement Plan compare to other plans?
You can compare The Mary Imogene Bassett Hospital Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 135596796.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.