Defined Benefit (Pension) · DOL Form 5500 · 2023
Jefferson Rehabilitation Center, Inc. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $311,391
- Avg per participant High balance/head
Official DOL plan name: Jefferson Rehabilitation Center, Inc. Retirement Income Plan · Sponsored by Jefferson Rehabilitation Center, Inc. · New York · Healthcare & Social Assistance
$22M in assets, 70 participants
Jefferson Rehabilitation Center, Inc.'s Jefferson Rehabilitation Center, Inc. Retirement Income Plan reported $22M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,852 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Jefferson Rehabilitation Center, Inc. Retirement Income Plan holds $22M for 70 participants - about $311,391 per participant, above the median plan by assets.
- #13,852
- in Healthcare & Social Assistance (17,684 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jefferson Rehabilitation Center, Inc. Retirement Income Plan's outsized position by total assets
Jefferson Rehabilitation Center, Inc. Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,797,393 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jefferson Rehabilitation Center, Inc. Retirement Income Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson Rehabilitation Center, Inc. Retirement Income Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson Rehabilitation Center, Inc. Retirement Income Plan reported net income fell from $2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Jefferson Rehabilitation Center, Inc. Retirement Income Plan reported participants fell from 77 in the plan year 2022 filing to 70 in the plan year 2023 filing.
- Jefferson Rehabilitation Center, Inc. Retirement Income Plan end-of-year assets fell from $23M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161134631 · Jefferson Rehabilitation Center, Inc. PY 2023 · Defined Benefit (Pension)
Jefferson Rehabilitation Center, Inc. Retirement Income Plan · $22M · 70 · 74th
- PCT $22M
- EIN 70
- RANK 74th
- PHOTO Defined Benefit (Pension)
- IND near Messer Cutting Systems, Inc. Pension Plan
- EOY ind #13852
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 →
Jefferson Rehabilitation Center, Inc. Retirement Income Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$1M |
| Employer EIN | 161134631 |
| Plan Effective Date | 1980-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson Rehabilitation Center, Inc.)
Sponsor-wide plan assets over time
All Jefferson Rehabilitation Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $23M |
| 2023 | 1 | 70 | $22M |
| 2024 | 1 | N/A | N/A |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Jefferson Rehabilitation Center, Inc. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Messer Cutting Systems, Inc. Pension Plan in WI ($22M); by covered participants it is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Messer Cutting Systems, Inc. Pension Plan (WI) $22M · 26
- University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees (AL) $22M · 8
- Kilpatrick Townsend & Stockton LLP Cash Balance Plan I (GA) $22M · 125
- Kilpatrick Townsend & Stockton LLP Cash Balance Plan II (GA) $22M · 125
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.