401(k) · DOL Form 5500 · 2024
Albany Med Health System 401(k) Plan
Data updated 2026-08-11
- $599M
- Total assets
- 9,762
- Participants
- 98th
- Percentile by assets
- $61,400
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $599M
- total plan assets (2024 EOY)
- 9,762
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $61,400
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Albany Medical Center 403(b) Plan reports 9,762 participants - 12x that state average ($599M EOY assets).
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)
| 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.
Albany Medical Center 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Albany Medical Center 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Albany Medical Center 403(b) Plan assets move in 2024? ▼
How have Albany Med Health System plan assets changed over time? ▼
Where does Albany Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Albany Medical Center 403(b) Plan? ▼
Next read for Albany Medical Center 403(b) Plan
Filing takeaways
Ways to act on Albany Medical Center 403(b) Plan's numbers.
- By total assets, Albany Medical Center 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Albany Med Health System's sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans