401(k) · DOL Form 5500 · 2024
Kaleida Health 401(k) Plan
Data updated 2026-08-25
- $723M
- Total assets Above avg plan size
- 9,305
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $77,749
- Avg per participant Below avg balance/head
Official DOL plan name: Kaleida Health Savings Investment 403(b) Plan · Sponsored by Kaleida Health · New York · Healthcare & Social Assistance
$723M in assets, 9,305 participants
Kaleida Health's Kaleida Health Savings Investment 403(b) Plan reported $723M in total assets and 9,305 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.
- #16,568 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Kaleida Health Savings Investment 403(b) Plan covers 9,305 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $723M.
- #16,568
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
- 7.3×
- vs typical plan assets (national mean)
Kaleida Health Savings Investment 403(b) Plan's outsized position by total assets
Kaleida Health Savings Investment 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$723,451,388 Top 2% higher than 98% 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
Kaleida Health Savings Investment 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. Kaleida Health Savings Investment 403(b) Plan lands in the large band (9,305 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaleida Health Savings Investment 403(b) Plan reported participants rose from 8,221 in the plan year 2023 filing to 9,305 in the plan year 2024 filing.
- Kaleida Health Savings Investment 403(b) Plan end-of-year assets rose from $648M in the plan year 2023 filing to $723M in the plan year 2024 filing.
- Kaleida Health Savings Investment 403(b) Plan reported net income fell from $77M in the plan year 2023 filing to $75M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 161533232 · Kaleida Health PY 2024 · 401(k)
Kaleida Health Savings Investment 403(b) Plan · $723M · 9,305 · 98th
- TYPE $723M
- TYPE 9,305
- TYPE 98th
- TYPE 401(k)
- TYPE near Entertainment Industry 401(k) Plan
- TYPE ind #16568
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 Savings Investment 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $648M |
|---|---|
| Net Assets (End of Year) | $723M |
| Net Income | $75M |
| Employer EIN | 161533232 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaleida Health)
Sponsor-wide plan assets over time
All Kaleida Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 23.709827166226884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,148 | $1.4B |
| 2023 | 3 | 18,136 | $1.5B |
| 2024 | 3 | 24,195 | $1.7B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Scale composition for Kaleida Health Savings Investment 403(b) Plan
Kaleida Health Savings Investment 403(b) Plan reports $723M in end-of-year assets across 9,305 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $77,749 per participant (56% of the national average assets-per-participant) . Net income for plan year 2024 was $75M.
This plan identity (EIN 161533232, plan #020) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $571M to $723M (+26.6%) while covered participants moved from 8,705 to 9,305 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,705 | $571M | Open filing |
| 2023 | 8,221 | $648M | Open filing |
| 2024 · index core | 9,305 | $723M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Kaleida Health Pension Growth Plan (Defined Benefit (Pension), $852M, 5,585 participants)
- Kaleida Health Savings/Investment (401(k)) Plan (401(k), $141M, 9,305 participants)
Kaleida Health Savings Investment 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Entertainment Industry 401(k) Plan in CA ($723M); by covered participants it is Bp Employee Savings Plan in TX (9,303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($723M here).
- Entertainment Industry 401(k) Plan (CA) $723M · 29,716
- Delta Dental of California 401(k) Plan (CA) $723M · 3,522
- Arup US Retirement Savings Plan (CA) $723M · 1,487
- Mccain Foods USA, Inc. Retirement Plan (IL) $724M · 4,438
Similar participant headcount
Nearest other-state filings by covered participants (9,305 participants); asset peers above are excluded.
- Bp Employee Savings Plan (TX) 9,303 · 2 off
- Zurich Savings Plan (IL) 9,301 · 4 off
- Pipe Fitters Association L.U. 597, U.a. 401(k) Pla (IL) 9,298 · 7 off
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan (SC) 9,296 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.