Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Newyork-Presbyterian Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The New York and Presbyterian Hospital ยท New York ยท Healthcare & Social Assistance

What the 2023 filing shows

Newyork-Presbyterian Pension Plan holds $2.5B for 18,881 participants - about $132,530 per participant, up 5.1% over the 2024 plan year.

$2.5B
total plan assets (2024 EOY)
18,881
covered participants
$132,530
avg assets per participant
+5.1%
assets growth YoY
Total Assets (2023)
$2.5B
Participants
18,881
State
Industry
Healthcare & Social Assistance

What the Filing Says About Newyork-Presbyterian Pension Plan

Newyork-Presbyterian Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The New York and Presbyterian Hospital, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $2.5B in total end-of-year assets and covers 18,881 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133957095, and the plan has been effective since 1971-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2.4B at the beginning of 2024 to $2.5B at year-end โ€” a gain of 5.1%. Net assets (after liabilities) closed the year at $2.5B, with reported net income of $119M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2.4B
Total Assets (End of Year)$2.5B
Net Assets (End of Year)$2.5B
Net Income$119M
Plan TypeDefined Benefit (Pension)
Employer EIN133957095
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New York and Presbyterian Hospital)

Year Plans Participants Total Assets
2022 5 57,722 $5.5B
2023 6 60,248 $6.6B
2024 3 64,898 $7.4B

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the Newyork-Presbyterian Pension Plan?
As of the 2024 Form 5500 filing, Newyork-Presbyterian Pension Plan holds $2.5B in total assets with 18,881 participants. It is sponsored by The New York and Presbyterian Hospital.
What type of plan is Newyork-Presbyterian Pension Plan?
Newyork-Presbyterian Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1971-01-01. The plan is filed with the U.S. Department of Labor under EIN 133957095.
Who sponsors the Newyork-Presbyterian Pension Plan?
Newyork-Presbyterian Pension Plan is sponsored by The New York and Presbyterian Hospital, located in New York. The sponsor's EIN is 133957095 and the plan operates in the Healthcare & Social Assistance industry.
How did Newyork-Presbyterian Pension Plan perform in 2024?
Newyork-Presbyterian Pension Plan grew by 5.1% during 2024, moving from $2.4B to $2.5B in total assets. Net income was $119M.
Where can I find official filings for Newyork-Presbyterian Pension Plan?
Official Form 5500 filings for Newyork-Presbyterian Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133957095 or plan name at efast.dol.gov.
How does Newyork-Presbyterian Pension Plan compare to other plans?
You can compare Newyork-Presbyterian Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 133957095.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.