Defined Benefit (Pension) · DOL Form 5500 · 2024
Claxton-Hepburn Medical Center Pension Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $321,882
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Claxton-Hepburn Medical Center · Sponsored by Claxton-Hepburn Medical Center · New York · Healthcare & Social Assistance
$37M in assets, 115 participants
Claxton-Hepburn Medical Center's Retirement Plan for Employees of Claxton-Hepburn Medical Center reported $37M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,070 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Retirement Plan for Employees of Claxton-Hepburn Medical Center covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $37M.
- #14,070
- in Healthcare & Social Assistance (16,916 peers)
- +6.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Claxton-Hepburn Medical Center's outsized position by total assets
Retirement Plan for Employees of Claxton-Hepburn Medical Center vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,016,443 Top 20% higher than 80% 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
Retirement Plan for Employees of Claxton-Hepburn Medical Center among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Claxton-Hepburn Medical Center sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Claxton-Hepburn Medical Center reported participants fell from 133 in the plan year 2023 filing to 115 in the plan year 2024 filing.
- Retirement Plan for Employees of Claxton-Hepburn Medical Center reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Retirement Plan for Employees of Claxton-Hepburn Medical Center end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 150559686 · Claxton-Hepburn Medical Center PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Claxton-Hepburn Medical Center · $37M · 115 · 80th
- BOOK $37M
- BOOK 115
- BOOK 80th
- BOOK Defined Benefit (Pension)
- BOOK near Nexans USA Inc. Salaried and Hourly Pension Plan
- BOOK ind #14070
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 →
Retirement Plan for Employees of Claxton-Hepburn Medical Center in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $2M |
| Employer EIN | 150559686 |
| Plan Effective Date | 1969-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claxton-Hepburn Medical Center)
Sponsor-wide plan assets over time
All Claxton-Hepburn Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 21.242918773170445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 967 | $103M |
| 2023 | 2 | 858 | $116M |
| 2024 | 2 | 881 | $125M |
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 $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Retirement Plan for Employees of Claxton-Hepburn Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Nexans USA Inc. Salaried and Hourly Pension Plan in SC ($37M); by covered participants it is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Noble Services Company LLC Hourly Employees' Retirement Plan (TX) 115 · 0 off
- Essa Bank and Trust Pension Plan (PA) 115 · 0 off
- Radiology of Huntsville, P.C. Pension Plan (AL) 115 · 0 off
- Dykema Gossett PLLC Cash Balance Plan (MI) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.