Metropolitan Jewish Health System retirement plans

Metropolitan Jewish Health System, Inc., New York, NY. EIN 11-3538697. Annual reports 2009–2024. Also filed as Menorah Home & Hospital for the Aged & Infirm, Inc.; Metropolitan Jewish Health System; Metropolitan Jewish Health Sys.

Metropolitan Jewish Health System, Inc. has 2 active retirement plans on file. The largest is the Metropolitan Jewish Health System, Inc. 403(b) Plan, with 3,947 participants and $201 million in assets in 2024. No traditional pension plan appears in Metropolitan Jewish Health System's filings since 2009.

Active plans: 2
Participants: 6,575
Plan assets: $362 million
401(k) recordkeeper: Lincoln Financial
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Metropolitan Jewish Health System, Inc. 403(b) Plan

403(b)Active

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

Plan number: 003Employer EIN 11-3538697
Participants (2024): 3,947
Net assets (2024): $201 million
Last listed recordkeeper: MassMutual2010–2017
Plan administrator: Metropolitan Jewish Health System, Inc.
55 Water Street, 46TH Floor
New York, NY 10041
(718) 491-7110As filed for 2024
In effect since: January 1, 2006

Plans merged into this one: Isabella Employee Retirement Plan (2024).

Earlier sponsor: Metropolitan Jewish Health Sys (2009–2018).

Earlier plan names: Metropolitan Jewish Health System 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,947	$201 million	not listed
2023	3,934	$171 million	not listed
2022	3,521	$144 million	not listed
2021	3,619	$168 million	not listed
2020	3,782	$150 million	not listed
2019	3,798	$129 million	not listed
2018	2,847	$79.1 million	not listed
2017	3,291	$81.2 million	MassMutual
2016	1,639	$66.7 million	MassMutual
2015	1,590	$61.9 million	MassMutual
2014	1,474	$59.7 million	MassMutual
2013	1,388	$55.7 million	MassMutual
2012	1,302	$45.0 million	MassMutual
2011	1,269	$37.0 million	MassMutual
2010	1,270	$33.7 million	MassMutual
2009	1,283	$25.6 million	not listed

Metropolitan Jewish Pension Plan

Profit-sharing planActive

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

Plan number: 002Employer EIN 11-3538697
Participants (2024): 2,628
Net assets (2024): $161 million
Recordkeeper: Lincoln FinancialEarlier: MassMutual (2012–2016)
Plan administrator: Metropolitan Jewish Health System, Inc.
55 Water Street, 46TH Floor
New York, NY 10041
(718) 491-7110As filed for 2024
In effect since: January 1, 1987

Earlier sponsors: Menorah Home & Hospital for the Aged & Infirm, Inc. (2009); Metropolitan Jewish Health Sys (2012–2018).

Earlier plan names: Menorah Home & Hospital for the Aged & Infirm, Inc. Pension Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,628	$161 million	Lincoln Financial
2023	2,547	$142 million	Lincoln Financial
2022	2,523	$122 million	Lincoln Financial
2021	2,599	$139 million	Lincoln Financial
2020	2,720	$120 million	Lincoln Financial
2019	2,475	$102 million	Lincoln Financial
2018	2,014	$83.7 million	Lincoln Financial
2017	2,098	$86.6 million	Lincoln Financial
2016	1,842	$74.7 million	MassMutual
2015	1,689	$66.9 million	MassMutual
2014	1,601	$65.8 million	MassMutual
2013	1,552	$62.2 million	MassMutual
2012	1,538	$51.7 million	MassMutual
2011	1,554	$44.3 million	not listed
2010	102	$3.6 million	not listed
2009	107	$4.0 million	not listed

If you had money in one of these plans

Call Lincoln Financial (lincolnfinancial.com), which runs the Metropolitan Jewish Pension 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.
Or call the plan administrator listed on the plan below ((718) 491-7110). That number was filed for 2024; ask for the benefits or retirement plan office.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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

All 2 plans

Metropolitan Jewish Health System, Inc. 403(b) Plan

Metropolitan Jewish Pension Plan

If you had money in one of these plans

What these numbers are

Other health care employers in NY