Kaleida Health 401(k) and pension plans

Kaleida Health, Buffalo, NY. EIN 16-1533232. Annual reports 2009–2025. Also filed as Kaleida Health Corporate Benefits; Waterfront Health Care Center.

Kaleida Health has 4 active retirement plans on file. The largest is the Waterfront Health Care Center Retirement Plan, with 15 participants and $417,582 in assets in 2025.

Active plans
4
Participants
32,541
Plan assets
$1.7 billion
401(k) recordkeeper
Fidelity
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

Waterfront Health Care Center Retirement Plan

403(b)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number
005Employer EIN 16-1533232
Participants (2025)
15
Net assets (2025)
$417,582
Plan administrator
Kaleida Health
100 High Street, Box 209
Buffalo, NY 14203
(716) 859-8601As filed for 2025
In effect since
June 1, 1991

Earlier sponsor: Waterfront Health Care Center (2009–2010).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202515$417,582not listed
202415$381,833not listed
202315$334,610not listed
202215$289,042not listed
202117$368,737not listed
202018$346,939not listed
201921$305,788not listed
201524$268,571not listed
201425$263,639not listed
201324$254,864not listed
201227$270,017not listed
201130$327,862not listed
201036$532,034not listed
2009228$481,145not listed

Kaleida Health Savings Investment 403(b) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
020Employer EIN 16-1533232
Participants (2024)
11,638
Net assets (2024)
$723 million
Recordkeeper
Fidelity2022–2024
Plan administrator
Kaleida Health
100 High Street, Mailbox 209
Buffalo, NY 14203
(716) 859-8000As filed for 2024
In effect since
July 1, 1999

Earlier plan names: Kaleida Health Savings/Investment (403(b) ) Plan; Kaleida Health Savings/Investment 403(b) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202411,638$723 millionFidelity
202310,917$648 millionFidelity
20229,766$571 millionFidelity
202110,315$689 millionnot listed
202010,732$620 millionnot listed
201910,929$534 millionnot listed
201810,843$435 millionnot listed
201710,659$445 millionnot listed
201610,565$370 millionnot listed
201510,596$338 millionnot listed
201410,069$318 millionnot listed
201310,289$292 millionnot listed
201210,114$237 millionnot listed
201110,562$197 millionnot listed
201010,944$181 millionnot listed
200911,439$144 millionnot listed

Kaleida Health Pension Growth Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 16-1533232
Participants (2024)
10,654
Net assets (2024)
$852 million
Last listed administrator
Lincoln Financial2010–2011
Plan administrator
Kaleida Health Corporate Benefits
100 High Street, Box 209
Buffalo, NY 14203
(716) 859-8000As filed for 2024
In effect since
April 1, 1956
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202410,654$852 millionnot listed
20239,953$776 millionnot listed
20229,571$708 millionnot listed
202111,803$992 millionnot listed
202012,019$902 millionnot listed
201912,238$766 millionnot listed
201812,216$619 millionnot listed
201712,173$651 millionnot listed
201612,198$556 millionnot listed
201511,922$504 millionnot listed
201411,918$513 millionnot listed
201312,013$481 millionnot listed
201211,946$439 millionnot listed
201113,206$436 millionLincoln Financial
201012,838$415 millionLincoln Financial
200912,645$346 millionnot listed

Kaleida Health Savings/Investment (401(k) ) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
021Employer EIN 16-1533232
Participants (2024)
10,234
Net assets (2024)
$141 million
Recordkeeper
Fidelity2022–2024
Plan administrator
Kaleida Health
100 High Street, Mailbox 209
Buffalo, NY 14203
(716) 859-8000As filed for 2024
In effect since
July 1, 1999
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202410,234$141 millionFidelity
202310,223$125 millionFidelity
20225,455$108 millionFidelity
20219,661$128 millionnot listed
202010,268$113 millionnot listed
201910,560$96.1 millionnot listed
201810,584$80.1 millionnot listed
201710,405$81.4 millionnot listed
201610,323$69.5 millionnot listed
201510,250$62.8 millionnot listed
20149,822$59.7 millionnot listed
201310,065$56.5 millionnot listed
20129,930$48.2 millionnot listed
201110,497$43.4 millionnot listed
20106,070$41.4 millionnot listed
20095,985$36.3 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Kaleida Health Savings Investment 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((716) 859-8601). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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