Money Purchase · DOL Form 5500 · 2024

Newyork-Presbyterian/Hudson Valley Hospital Money Purchase Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,194
Participants Near avg headcount
85th
Percentile by assets National rank
$46,806
Avg per participant Low balance/head
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Official DOL plan name: The 401(a) Retirement Plan · Sponsored by Newyork-Presbyterian/Hudson Valley Hospital · New York · Healthcare & Social Assistance

$56M in assets, 1,194 participants

Newyork-Presbyterian/Hudson Valley Hospital's The 401(a) Retirement Plan reported $56M in total assets and 1,194 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,798 in Healthcare & Social Assistance (16,916 peers)

Where The 401(a) Retirement Plan sits by assets

The 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 1,194 participants (~$46,806/participant), up 14.0% in 2024.

#14,798
in Healthcare & Social Assistance (16,916 peers)
+14.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The 401(a) Retirement Plan's outsized position by total assets

The 401(a) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$55,886,919 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The 401(a) Retirement 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. The 401(a) Retirement Plan lands in the large band (1,194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The 401(a) Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • The 401(a) Retirement Plan reported participants rose from 1,072 in the plan year 2023 filing to 1,194 in the plan year 2024 filing.
  • The 401(a) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131740120 · Newyork-Presbyterian/Hudson Valley Hospital PY 2024 · Money Purchase

The 401(a) Retirement Plan · $56M · 1,194 · 85th

  • SCH $56M
  • EBSA 1,194
  • PART 85th
  • TYPE Money Purchase
  • NET near Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust
  • BOOK ind #14798

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 →

The 401(a) Retirement Plan in the asset neighbourhood

Calportland Money Purchase Pension Plan for Hourly EmployeesCalportland Money Purchase P…$56MI.a.H.F.I.a.W. Local No. 32 - Annuity FundI.a.H.F.I.a.W. Local No. 32 …$56MThe 401(a) Retirement Plan$56MNorthwest Hospital Center, Inc. Money Purchase Pension Plan and TrustNorthwest Hospital Center, I…$56MValley View Hospital Money Purchase PlanValley View Hospital Money P…$55M
End-of-year total assets ($M) among The 401(a) Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN131740120
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newyork-Presbyterian/Hudson Valley Hospital)

Sponsor-wide plan assets over time

All Newyork-Presbyterian/Hudson Valley Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$56M 33.83853680383091% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.8M $55.9M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 1,024 $42M
2023 1 1,072 $49M
2024 1 1,194 $56M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The 401(a) Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The 401(a) Retirement Plan, Total assets ($B): 0.055886919 · Participants: 1194The 401(a) Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
The 401(a) Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The 401(a) Retirement Plan side-by-side with 3 peers →

The 401(a) Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust in MD ($56M); by covered participants it is Fhi 360 Employees' Pension Plan in NC (1,192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,194 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The 401(a) Retirement Plan assets move in 2024? ▼
The 401(a) Retirement Plan grew at a solid clip - up 14.0% during 2024, from $49M to $56M. Reported net income was $7M.
How have Newyork-Presbyterian/Hudson Valley Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newyork-Presbyterian/Hudson Valley Hospital's sponsor-wide assets grew 33.8%, from $42M to $56M.
Where does The 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
The 401(a) Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to The 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust in MD ($56M, 992 participants).
Which Money Purchase plans cover a similar participant headcount to The 401(a) Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Fhi 360 Employees' Pension Plan in NC (1,192 participants, $258M in assets).

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) - original filing retrieval by EIN 131740120.

Read our methodology - how this data is sourced, computed, and verified.

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