Profit Sharing · DOL Form 5500 · 2024
Claxton-Hepburn Medical Center Profit Sharing Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 766
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $114,899
- Avg per participant Below avg balance/head
Official DOL plan name: Claxton-Hepburn Medical Center 403b Retirement Plan · Sponsored by Claxton-Hepburn Medical Center · New York · Healthcare & Social Assistance
$88M in assets, 766 participants
Claxton-Hepburn Medical Center's Claxton-Hepburn Medical Center 403b Retirement Plan reported $88M in total assets and 766 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,365 in Healthcare & Social Assistance (16,916 peers)
Where Claxton-Hepburn Medical Center 403b Retirement Plan sits by assets
Claxton-Hepburn Medical Center 403b Retirement Plan sits in the top quartile of all filed plans by assets, $88M for 766 participants (~$114,899/participant), up 8.3% in 2024.
- #15,365
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Claxton-Hepburn Medical Center 403b Retirement Plan's outsized position by total assets
Claxton-Hepburn Medical Center 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,012,275 Top 11% higher than 89% 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
Claxton-Hepburn Medical Center 403b Retirement 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. Claxton-Hepburn Medical Center 403b Retirement Plan sits mid-pack in the medium band (766 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Claxton-Hepburn Medical Center 403b Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Claxton-Hepburn Medical Center 403b Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Claxton-Hepburn Medical Center 403b Retirement Plan reported participants rose from 725 in the plan year 2023 filing to 766 in the plan year 2024 filing.
DOL schedule card
Filing strip 150559686 · Claxton-Hepburn Medical Center PY 2024 · Profit Sharing
Claxton-Hepburn Medical Center 403b Retirement Plan · $88M · 766 · 89th
- PCT $88M
- EIN 766
- RANK 89th
- PHOTO Profit Sharing
- IND near Abington Health Defined Contribution Plan
- EOY ind #15365
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 →
Claxton-Hepburn Medical Center 403b Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $7M |
| Employer EIN | 150559686 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claxton-Hepburn Medical Center)
Sponsor-wide plan assets over time
All Claxton-Hepburn Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 21.242918773170445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 967 | $103M |
| 2023 | 2 | 858 | $116M |
| 2024 | 2 | 881 | $125M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Claxton-Hepburn Medical Center 403b Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Abington Health Defined Contribution Plan in PA ($88M); by covered participants it is T-Mobile Puerto Rico 1165(e) Plan in WA (766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Abington Health Defined Contribution Plan (PA) $88M · 4,434
- Roofers Local #2 Supplemental Pension Plan (MO) $88M · 785
- New Orleans Electrical Annuity Plan (TN) $88M · 1,393
- Lemnis DC Plan (OR) $87M · 10
Similar participant headcount
Nearest other-state filings by covered participants (766 participants); asset peers above are excluded.
- T-Mobile Puerto Rico 1165(e) Plan (WA) 766 · 0 off
- Laborers Local 231 Annuity Fund (IL) 766 · 0 off
- Plumbers & Steamfitters Local 141 Annuity Plan (LA) 765 · 1 off
- Institute of Community Services, Inc. Retirement Plan (MS) 765 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.