Episcopal Health Services
Plan context: Health Services Retirement Plan
EIN 11-1665825 • Far Rockway, NY • 58 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,081
2024 Assets
$5,377,471
2024 Contributions
$400,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $5,377,471 | $400,000 | - |
| Health Services Retirement Plan | - | 0 | $5,377,471 | $400,000 | - |
| 2023 | 1 | 0 | $5,540,827 | $180,000 | - |
| Health Services Retirement Plan | - | 0 | $5,540,827 | $180,000 | - |
| 2022 | 1 | 0 | $5,938,423 | $0 | - |
| Health Services Retirement Plan | - | 0 | $5,938,423 | - | - |
| 2021 | 1 | 0 | $8,182,888 | $0 | - |
| Health Services Retirement Plan | - | 0 | $8,182,888 | - | - |
| 2020 | 1 | 0 | $8,785,771 | $0 | - |
| Health Services Retirement Plan | - | 0 | $8,785,771 | - | - |
| 2019 | 1 | 0 | $8,872,726 | $0 | - |
| Health Services Retirement Plan | - | 0 | $8,872,726 | - | - |
| 2018 | 1 | 0 | $8,251,626 | $0 | - |
| Health Services Retirement Plan | - | 0 | $8,251,626 | - | - |
| 2017 | 1 | 0 | $9,582,607 | $0 | - |
| Health Services Retirement Plan | - | 0 | $9,582,607 | - | - |
| 2016 | 3 | 1,081 | $35,914,792 | $906,840 | $839iApproximate average salary by contribution assumption: employee only about $20,972 at 4% or $13,981 at 6%; with 50% employer match about $13,981 at 4% or $9,321 at 6%; with 100% employer match about $10,486 at 4% or $6,991 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,081 | $25,814,794 | $906,840 | $839iApproximate average salary by contribution assumption: employee only about $20,972 at 4% or $13,981 at 6%; with 50% employer match about $13,981 at 4% or $9,321 at 6%; with 100% employer match about $10,486 at 4% or $6,991 at 6%. |
| Health Services Retirement Plan | - | 0 | $9,410,484 | - | - |
| Episcopal Health Services | - | 7 | $689,514 | - | - |
| 2015 | 4 | 1,193 | $61,766,705 | $2,445,110 | $2,050iApproximate average salary by contribution assumption: employee only about $51,239 at 4% or $34,159 at 6%; with 50% employer match about $34,159 at 4% or $22,773 at 6%; with 100% employer match about $25,619 at 4% or $17,080 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,193 | $25,550,187 | $1,613,176 | $1,352iApproximate average salary by contribution assumption: employee only about $33,805 at 4% or $22,537 at 6%; with 50% employer match about $22,537 at 4% or $15,024 at 6%; with 100% employer match about $16,903 at 4% or $11,268 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,193 | $25,548,840 | $831,934 | $697iApproximate average salary by contribution assumption: employee only about $17,434 at 4% or $11,622 at 6%; with 50% employer match about $11,622 at 4% or $7,748 at 6%; with 100% employer match about $8,717 at 4% or $5,811 at 6%. |
| Health Services Retirement Plan | - | 0 | $9,995,802 | - | - |
| Episcopal Health Services | - | 8 | $671,876 | - | - |
| 2014 | 3 | 1,081 | $39,511,318 | $990,112 | $916iApproximate average salary by contribution assumption: employee only about $22,898 at 4% or $15,265 at 6%; with 50% employer match about $15,265 at 4% or $10,177 at 6%; with 100% employer match about $11,449 at 4% or $7,633 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,081 | $27,369,466 | $990,112 | $916iApproximate average salary by contribution assumption: employee only about $22,898 at 4% or $15,265 at 6%; with 50% employer match about $15,265 at 4% or $10,177 at 6%; with 100% employer match about $11,449 at 4% or $7,633 at 6%. |
| Health Services Retirement Plan | - | 0 | $11,441,017 | - | - |
| Episcopal Health Services | - | 10 | $700,835 | - | - |
| 2013 | 3 | 1,276 | $40,195,076 | $1,080,182 | $847iApproximate average salary by contribution assumption: employee only about $21,163 at 4% or $14,109 at 6%; with 50% employer match about $14,109 at 4% or $9,406 at 6%; with 100% employer match about $10,582 at 4% or $7,054 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,276 | $27,223,932 | $1,019,945 | $799iApproximate average salary by contribution assumption: employee only about $19,983 at 4% or $13,322 at 6%; with 50% employer match about $13,322 at 4% or $8,881 at 6%; with 100% employer match about $9,992 at 4% or $6,661 at 6%. |
| Health Services Retirement Plan | - | 0 | $12,211,287 | $60,237 | - |
| Episcopal Health Services | - | 12 | $759,857 | - | - |
| 2012 | 3 | 1,337 | $39,737,101 | $780,027 | $583iApproximate average salary by contribution assumption: employee only about $14,585 at 4% or $9,724 at 6%; with 50% employer match about $9,724 at 4% or $6,482 at 6%; with 100% employer match about $7,293 at 4% or $4,862 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,337 | $26,952,361 | $700,027 | $524iApproximate average salary by contribution assumption: employee only about $13,090 at 4% or $8,726 at 6%; with 50% employer match about $8,726 at 4% or $5,818 at 6%; with 100% employer match about $6,545 at 4% or $4,363 at 6%. |
| Health Services Retirement Plan | - | 0 | $11,927,526 | $80,000 | - |
| Episcopal Health Services | - | 13 | $857,214 | - | - |
| 2011 | 3 | 1,426 | $39,315,434 | $1,132,734 | $794iApproximate average salary by contribution assumption: employee only about $19,859 at 4% or $13,239 at 6%; with 50% employer match about $13,239 at 4% or $8,826 at 6%; with 100% employer match about $9,929 at 4% or $6,620 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,426 | $26,715,105 | $755,796 | $530iApproximate average salary by contribution assumption: employee only about $13,250 at 4% or $8,834 at 6%; with 50% employer match about $8,834 at 4% or $5,889 at 6%; with 100% employer match about $6,625 at 4% or $4,417 at 6%. |
| Health Services Retirement Plan | - | 0 | $11,743,229 | $371,000 | - |
| Episcopal Health Services | - | 14 | $857,100 | $5,938 | $424iApproximate average salary by contribution assumption: employee only about $10,604 at 4% or $7,069 at 6%; with 50% employer match about $7,069 at 4% or $4,713 at 6%; with 100% employer match about $5,302 at 4% or $3,535 at 6%. |
| 2010 | 3 | 1,491 | $41,164,199 | $1,576,504 | $1,057iApproximate average salary by contribution assumption: employee only about $26,434 at 4% or $17,622 at 6%; with 50% employer match about $17,622 at 4% or $11,748 at 6%; with 100% employer match about $13,217 at 4% or $8,811 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 1,491 | $27,780,294 | $747,504 | $501iApproximate average salary by contribution assumption: employee only about $12,534 at 4% or $8,356 at 6%; with 50% employer match about $8,356 at 4% or $5,570 at 6%; with 100% employer match about $6,267 at 4% or $4,178 at 6%. |
| Health Services Retirement Plan | - | 0 | $12,558,821 | $829,000 | - |
| Episcopal Health Services | - | 13 | $825,084 | - | - |
| 2009 | 3 | 2,142 | $39,365,348 | $2,342,583 | $1,094iApproximate average salary by contribution assumption: employee only about $27,341 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,152 at 6%; with 100% employer match about $13,671 at 4% or $9,114 at 6%. |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 2,142 | $27,309,660 | $1,342,583 | $627iApproximate average salary by contribution assumption: employee only about $15,670 at 4% or $10,446 at 6%; with 50% employer match about $10,446 at 4% or $6,964 at 6%; with 100% employer match about $7,835 at 4% or $5,223 at 6%. |
| Health Services Retirement Plan | - | 0 | $11,257,378 | $1,000,000 | - |
| Episcopal Health Services | - | 13 | $798,310 | - | - |
| 2008 | 3 | 0 | $9,228,320 | $600,000 | - |
| Health Services Retirement Plan | - | 0 | $9,228,320 | $600,000 | - |
| Episcopal Health Services | - | 0 | - | - | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 3 | 0 | $12,525,662 | $1,272,000 | - |
| Health Services Retirement Plan | - | 0 | $12,525,662 | $1,272,000 | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Episcopal Health Services | - | 0 | - | - | - |
| 2006 | 3 | 0 | $11,696,566 | $404,000 | - |
| Health Services Retirement Plan | - | 0 | $11,696,566 | $404,000 | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| EPISCOPAL HEALTH SERVICES | - | 0 | - | - | - |
| 2005 | 3 | 0 | $11,035,870 | $2,020,000 | - |
| Health Services Retirement Plan | - | 0 | $11,035,870 | $2,020,000 | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| EPISCOPAL HEALTH SERVICES | - | 0 | - | - | - |
| 2004 | 3 | 0 | $9,339,470 | $1,306,246 | - |
| Health Services Retirement Plan | - | 0 | $9,339,470 | $1,306,246 | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| EPISCOPAL HEALTH SERVICES | - | 0 | - | - | - |
| 2003 | 3 | 0 | $8,095,839 | $0 | - |
| Health Services Retirement Plan | - | 0 | $8,095,839 | - | - |
| EPISCOPAL HEALTH SERVICES | - | 0 | - | - | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 3 | 0 | $7,155,715 | $0 | - |
| Health Services Retirement Plan | - | 0 | $7,155,715 | - | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| EPISCOPAL HEALTH SERVICES | - | 0 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| The Episcopal Health Services Inc. Employer Paid Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Health Services Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Health Services Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 57 | $10,489,886 | $0 | - |
| Health Services Retirement Plan | - | 57 | $10,489,886 | - | - |