Defined Benefit (Pension) · DOL Form 5500 · 2024

Southampton Hospital Association Pension Plan

Data updated 2026-08-11

$22M
Total assets
N/A
Participants
72nd
Percentile by assets
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Official DOL plan name: Retirement Plan for Employees of Southampton Hospital Association · Sponsored by Southampton Hospital Association · New York · Healthcare & Social Assistance

$22M in assets, N/A participants

Southampton Hospital Association's Retirement Plan for Employees of Southampton Hospital Association reported $22M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 123,622 plans)
  • #12,892 in Healthcare & Social Assistance (16,916 peers)

Southampton Hospital Association multi-year trail

Southampton Hospital Association's plans moved -11.2% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Southampton Hospital Association at $22M / N/A participants.

$22M
total plan assets (2024 EOY)
N/A
covered participants
72nd
percentile by assets (of 123,622 plans)
-14.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Southampton Hospital Association reported net income fell from $911K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Retirement Plan for Employees of Southampton Hospital Association end-of-year assets fell from $25M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Southampton Hospital Association across 3 plan years on file

Across the 3 plan years Southampton Hospital Association has on file (2022-2024), sponsor-wide plan assets have moved from $25M to $22M, a decline of 11.2%. Peak year by sponsor assets: 2023 ($25M); trough: 2024 ($22M).

Southampton Hospital Association multi-year asset trail

$20M$22M$24M$26M 202220232024 $24.6M $21.8M ▼ -11.2%
Total plan assets by year, all Southampton Hospital Association plans on file
Year Plans Participants Total Assets
2022 1 N/A $25M
2023 1 N/A $25M
2024 1 N/A $22M

Southampton Hospital Association filing trail (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN111667765
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Retirement Plan for Employees of Southampton Hospital Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Retirement Plan for Employees of Southampton Hospital Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan for …IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Retirement Plan for Employees of Southampton Hospital Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Southampton Hospital Association by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Southampton Hospital Association assets move in 2024?
Retirement Plan for Employees of Southampton Hospital Association pulled back noticeably - down 14.4% during 2024, from $25M to $22M. Reported net income was -$4M.
How have Southampton Hospital Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Southampton Hospital Association's sponsor-wide assets declined 11.2%, from $25M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Southampton Hospital Association?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Employees of Neville Chemical Company in PA ($22M, 28 participants).

Next read for Retirement Plan for Employees of Southam…

Multi-year trail

Ways to act on Retirement Plan for Employees of Southampton Hospital Association's numbers.