Employer · plans filed under one EIN
Kaleida Health
Buffalo, NY · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Kaleida Health, based in Buffalo, New York, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 32,526 participant records and $1.72B in net assets.
The largest is Kaleida Health Savings Investment 403(b) Plan, a 401(k) plan with 11,638 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $57.9M and participant contributions $51.1M in the latest plan years; benefits paid were $114M. Schedule C compensation reported to service provider organisations totalled $3.0M.
Combined net assets moved from $526M in 2009 to $1.72B in 2024 (up 226%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Kaleida Health Savings Investment 403(b) Plan | 401(k) plan | 2024 | 11,638 | $723M | $62,163 | $0 | $342K |
| Kaleida Health Pension Growth Plan | cash balance pension plan | 2024 | 10,654 | $852M | $79,955 | $7,942 | $2.5M |
| Kaleida Health Savings/investment (401(K)) Plan | 401(k) plan | 2024 | 10,234 | $141M | $13,753 | $1,151 | $231K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 32,526 | $1.72B | $57.9M | $51.1M |
| 2023 | 3 | 31,093 | $1.55B | $43.1M | $45.3M |
| 2022 | 3 | 24,792 | $1.39B | $8.6M | $40.8M |
| 2021 | 3 | 31,779 | $1.81B | $44.4M | $41.0M |
| 2020 | 3 | 33,019 | $1.64B | $55.3M | $39.3M |
| 2019 | 3 | 33,727 | $1.40B | $67.4M | $42.5M |
| 2018 | 3 | 33,643 | $1.13B | $45.7M | $36.9M |
| 2017 | 3 | 33,237 | $1.18B | $44.1M | $33.4M |
| 2016 | 3 | 33,086 | $996M | $36.2M | $31.1M |
| 2015 | 3 | 32,768 | $905M | $42.5M | $29.0M |
| 2014 | 3 | 31,809 | $891M | $36.9M | $26.9M |
| 2013 | 3 | 32,367 | $830M | $36.8M | $27.3M |
| 2012 | 3 | 31,990 | $724M | $11.3M | $24.9M |
| 2011 | 3 | 34,265 | $677M | $35.2M | $25.0M |
| 2010 | 3 | 29,852 | $637M | $43.9M | $24.1M |
| 2009 | 3 | 30,069 | $526M | $26.5M | $17.6M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Audax Direct Lending Solutions Fund | Investment management | 1 | $602,798 |
| USI Consulting Group | Actuarial | 1 | $597,239 |
| Fidelity Investments Institutional | Participant loan processing | 2 | $496,109 |
| Mercer | Consulting (pension) | 1 | $378,025 |
| Lazard Asset Management LCC | Investment management | 1 | $276,251 |
| Sands Capital Management | Investment management | 1 | $167,567 |
| Cohen & Steers Capital Management | Investment management | 1 | $100,462 |
| Dra Advisors, LLC | Investment management | 1 | $94,060 |
| Frontrange Capital Partners | Investment management | 1 | $91,909 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 2 | $76,837 |
| Kaleida Health | Trustee (bank, trust company, or similar financial institution) | 1 | $52,949 |
| Loomis, Sayles & Company LP | Investment management | 1 | $44,150 |
| Backstop Solutions Group LLC | Investment management | 1 | $31,221 |
| Elliott Management Corporation | Investment management | 1 | $25,738 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Kaleida Health have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kaleida Health Savings Investment 403(b) Plan, Kaleida Health Pension Growth Plan and Kaleida Health Savings/investment (401(K)) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Kaleida Health contribute to its plans?
$57,942,590 in employer contributions across these plans in their latest plan years, about $2,267 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Audax Direct Lending Solutions Fund, USI Consulting Group, Fidelity Investments Institutional and Mercer and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.