401(k) · DOL Form 5500 · 2024
Albany Med Health System 401(k) Plan
Data updated 2026-08-25
- $599M
- Total assets Above avg plan size
- 9,762
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $61,400
- Avg per participant Low balance/head
Official DOL plan name: Albany Medical Center 403(b) Plan · Sponsored by Albany Med Health System · New York · Healthcare & Social Assistance
$599M in assets, 9,762 participants
Albany Med Health System's Albany Medical Center 403(b) Plan reported $599M in total assets and 9,762 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.
- #16,512 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Albany Medical Center 403(b) Plan covers 9,762 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $599M.
- #16,512
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Albany Medical Center 403(b) Plan's outsized position by total assets
Albany Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$599,383,094 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
Albany Medical Center 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. Albany Medical Center 403(b) Plan lands in the large band (9,762 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Albany Medical Center 403(b) Plan reported net income fell from $92M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- Albany Medical Center 403(b) Plan end-of-year assets rose from $526M in the plan year 2023 filing to $599M in the plan year 2024 filing.
- Albany Medical Center 403(b) Plan reported participants rose from 9,335 in the plan year 2023 filing to 9,762 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141641730 · Albany Med Health System PY 2024 · 401(k)
Albany Medical Center 403(b) Plan · $599M · 9,762 · 98th
- EBSA $599M
- EBSA 9,762
- EBSA 98th
- EBSA 401(k)
- EBSA near Waupaca Foundry, Inc. Consolidated Retirement Plan
- EBSA ind #16512
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 →
Albany Medical Center 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $526M |
|---|---|
| Net Assets (End of Year) | $599M |
| Net Income | $73M |
| Employer EIN | 141641730 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albany Med Health System)
Sponsor-wide plan assets over time
All Albany Med Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $889M 19.972808407553096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,945 | $741M |
| 2023 | 2 | 17,126 | $813M |
| 2024 | 2 | 17,750 | $889M |
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 Albany Medical Center 403(b) Plan
Albany Medical Center 403(b) Plan reports $599M in end-of-year assets across 9,762 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $61,400 per participant (44% of the national average assets-per-participant) . Net income for plan year 2024 was $73M.
This plan identity (EIN 141641730, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $433M to $599M (+38.3%) while covered participants moved from 9,167 to 9,762 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,167 | $433M | Open filing |
| 2023 | 9,335 | $526M | Open filing |
| 2024 · index core | 9,762 | $599M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Albany Medical Center Retirement Plan (Defined Benefit (Pension), $290M, 7,988 participants)
Albany Medical Center 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Waupaca Foundry, Inc. Consolidated Retirement Plan in WI ($599M); by covered participants it is Alcon 401(k) Savings Plan in TX (9,762 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($599M here).
- Waupaca Foundry, Inc. Consolidated Retirement Plan (WI) $599M · 3,382
- The Boston College 401(k) Retirement Plan II (MA) $600M · 2,228
- Southwest Gas Corporation Employees' Investment Plan (NV) $600M · 2,387
- Ascension Healthcare 401(k) Retirement Savings Plan (MO) $600M · 1,700
Similar participant headcount
Nearest other-state filings by covered participants (9,762 participants); asset peers above are excluded.
- Alcon 401(k) Savings Plan (TX) 9,762 · 0 off
- Saint-Gobain Corporation 401(k) Plan for Hourly Employees (PA) 9,752 · 10 off
- Agi-Cfi Holdings, Inc. 401(k) Plan (FL) 9,776 · 14 off
- Motorola Solutions 401(k) Plan (IL) 9,780 · 18 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.