My Plan Facts

Employers › New York

Employer · plans filed under one EIN

St. Luke's Cornwall Hospital

Newburgh, 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.

$161Mnet assets across plans
2,906participant records1,478 active
$2.3Memployer contributions, latest plan years$1,573 per active record
$188KSchedule C compensation to organisations$64.57 per participant record

2 retirement plans with 100 or more participants file Form 5500 under St. Luke's Cornwall Hospital's employer identification number (Newburgh, New York). Their latest filings total 2,906 participant records and $161M in net assets.

The largest is St. Luke's Cornwall Hospital 403(b) Retirement Plan, a 403(b) plan with 1,979 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 $2.3M and participant contributions $6.2M in the latest plan years; benefits paid were $14.9M. Schedule C compensation reported to service provider organisations totalled $188K.

Combined net assets moved from $72.0M in 2009 to $161M in 2024 (up 123%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
St. Luke's Cornwall Hospital 403(b) Retirement Plan403(b) plan20241,979$110M$55,391$1,179$50K
St. Lukes Cornwall Hospital Retirement Plandefined benefit pension plan2024927$51.0M$54,979$11,771$138K
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

2009: $72.0M2010: $82.1M2011: $84.4M2012: $94.6M2013: $110M2014: $112M2015: $109M2016: $113M2017: $126M2018: $119M2019: $137M2020: $153M2021: $167M2022: $135M2023: $150M2024: $161M$72.0M$167M$161M20092012201620202024
Combined net assets
2009: 2,9102010: 2,8882011: 2,8292012: 2,8412013: 2,7002014: 2,7762015: 2,7782016: 2,7892017: 2,7812018: 2,7652019: 2,7472020: 2,7262021: 2,7292022: 2,8272023: 2,9032024: 2,9062,9102,90620092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,906$161M$2.3M$6.2M
202322,903$150M$2.8M$5.6M
202222,827$135M$1.4M$5.2M
202122,729$167M$1.8M$5.3M
202022,726$153M$3.0M$4.8M
201922,747$137M$3.1M$4.6M
201822,765$119M$3.5M$4.2M
201722,781$126M$2.2M$3.9M
201622,789$113M$625K$3.8M
201522,778$109M$1.0M$3.6M
201422,776$112M$1.1M$3.3M
201322,700$110M$4.3M$3.4M
201222,841$94.6M$3.5M$3.6M
201122,829$84.4M$4.4M$3.4M
201022,888$82.1M$3.9M$3.2M
200922,910$72.0M$2.4M$3.0M

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

OrganisationServices reportedPlansCompensation reported
J.P. Morgan Chase Bank, N.A.Trustee (bank, trust company, or similar financial institution)1$137,545
Transamerica Retirement SolutionsClaims processing; Recordkeeping and information management; Investment management; Participant loan processing1$50,089
National Financial ServicesSecurities brokerage1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

J.P. Morgan Chase Bank, N.A.$138K
Transamerica Retirement Solutions$50K
National Financial Services$0

Questions and answers

How many retirement plans does St. Luke's Cornwall Hospital have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: St. Luke's Cornwall Hospital 403(b) Retirement Plan and St. Lukes Cornwall Hospital Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does St. Luke's Cornwall Hospital contribute to its plans?

$2,325,499 in employer contributions across these plans in their latest plan years, about $1,573 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 J.P. Morgan Chase Bank, N.A., Transamerica Retirement Solutions and National Financial Services. 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.