Other · DOL Form 5500 · 2024
Northwell Health, Inc. Retirement Plan
Data updated 2026-08-25
- $10.9B
- Total assets Mega-plan scale
- 44,511
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $245,322
- Avg per participant Above avg balance/head
Official DOL plan name: Northwell Health 403(b) Plan · Sponsored by Northwell Health, Inc. · New York · Healthcare & Social Assistance
$10.9B in assets, 44,511 participants
Northwell Health, Inc.'s Northwell Health 403(b) Plan reported $10.9B in total assets and 44,511 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,906 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Northwell Health 403(b) Plan covers 44,511 participants in New York, 56x the typical New York plan (state average ~798 per filing). Assets: $10.9B.
- #16,906
- in Healthcare & Social Assistance (16,916 peers)
- +10.4%
- assets growth YoY
- 110×
- vs typical plan assets (national mean)
Northwell Health 403(b) Plan's outsized position by total assets
Northwell Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,919,546,292 Highest reported value at or above every one 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
Northwell Health 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwell Health 403(b) Plan is a mega filing (44,511 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwell Health 403(b) Plan reported net income fell from $1.3B in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
- Northwell Health 403(b) Plan end-of-year assets rose from $9.9B in the plan year 2023 filing to $10.9B in the plan year 2024 filing.
- Northwell Health 403(b) Plan reported participants fell from 48,676 in the plan year 2023 filing to 44,511 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 113418133 · Northwell Health, Inc. PY 2024 · Other
Northwell Health 403(b) Plan · $10.9B · 44,511 · 100th
- PHOTO $10.9B
- PHOTO 44,511
- PHOTO 100th
- PHOTO Other
- PHOTO near The Duke University Faculty and Staff Retirement Plan
- PHOTO ind #16906
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 →
Northwell Health 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9.9B |
|---|---|
| Net Assets (End of Year) | $10.9B |
| Net Income | $1.0B |
| Employer EIN | 113418133 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwell Health, Inc.)
Sponsor-wide plan assets over time
All Northwell Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.6B 35.16717418173857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 106,497 | $11.5B |
| 2023 | 3 | 122,226 | $13.9B |
| 2024 | 3 | 108,023 | $15.6B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $5.4B · 10,678
Scale composition for Northwell Health 403(b) Plan
Northwell Health 403(b) Plan reports $10.9B in end-of-year assets across 44,511 participants (0.089% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.047% of 93,925,755 covered participants) - about $245,322 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2024 was $1.0B.
This plan identity (EIN 113418133, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.3B to $10.9B (+31.3%) while covered participants moved from 47,348 to 44,511 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 47,348 | $8.3B | Open filing |
| 2023 | 48,676 | $9.9B | Open filing |
| 2024 · index core | 44,511 | $10.9B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Northwell Health Pension Plan (Defined Benefit (Pension), $2.8B, 26,950 participants)
- Northwell Health 401(k) Plan (401(k), $1.9B, 36,562 participants)
Northwell Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Duke University Faculty and Staff Retirement Plan in NC ($11.0B); by covered participants it is Fca US LLC UAW Savings Plan in MI (44,591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10.9B here).
- The Duke University Faculty and Staff Retirement Plan (NC) $11.0B · 48,377
- Stanford Contributory Retirement Plan (CA) $12.6B · 22,753
- Cleveland Clinic Savings and Investment Plan (OH) $9.2B · 65,407
- Mayo 403(b) Plan (MN) $12.8B · 85,933
Similar participant headcount
Nearest other-state filings by covered participants (44,511 participants); asset peers above are excluded.
- Fca US LLC UAW Savings Plan (MI) 44,591 · 80 off
- Intermountain Health 403(b) Plan (UT) 44,356 · 155 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 43,405 · 1,106 off
- National Plus Plan (RI) 35,858 · 8,653 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.