Samaritan Medical Center 401(k) and pension plans

Samaritan Medical Center, Watertown, NY. EIN 15-0533577. Annual reports 2009–2024.

Samaritan Medical Center has 4 active retirement plans on file. The largest is the Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan, with 3,001 participants and $210 million in assets in 2024. Transamerica has been its recordkeeper since 2009.

Active plans
4
Participants
6,320
Plan assets
$304 million
401(k) recordkeeper
Transamerica
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan

401(k)Active

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

Plan number
004Employer EIN 15-0533577
Participants (2024)
3,001
Net assets (2024)
$210 million
Recordkeeper
Transamerica2009–2024
Plan administrator
Samaritan Medical Center
830 Washington Street
Watertown, NY 13601
(315) 785-5757As filed for 2024
In effect since
March 16, 1986

Earlier plan names: Samaritan Medical Center & Samaritan Keep Nursing Home Inc Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,001$210 millionTransamerica
20232,836$194 millionTransamerica
20222,047$171 millionTransamerica
20212,929$218 millionTransamerica
20203,014$206 millionTransamerica
20192,900$186 millionTransamerica
20182,822$153 millionTransamerica
20172,705$162 millionTransamerica
20162,668$141 millionTransamerica
20152,537$128 millionTransamerica
20142,470$127 millionTransamerica
20132,477$117 millionTransamerica
20122,278$94.9 millionTransamerica
20111,711$81.1 millionTransamerica
20102,130$78.7 millionTransamerica
20092,059$69.4 millionTransamerica

Samaritan Medical Center/Samaritan Keep Home 403(b) Plan

403(b)Active

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

Plan number
006Employer EIN 15-0533577
Participants (2024)
2,340
Net assets (2024)
$10.8 million
Recordkeeper
TransamericaEarlier: MassMutual (2010–2012)
Plan administrator
Samaritan Medical Center
830 Washington Street
Watertown, NY 13601
(315) 785-4178As filed for 2024
In effect since
January 1, 2009

Earlier plan names: Samaritan Medical Center/Samaritan Keep Home 403(B; Samaritan Medical Center Samaritan Keep Home 403B Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,340$10.8 millionTransamerica
20231,416$9.3 millionTransamerica
20221,540$7.5 millionTransamerica
2021730$9.7 millionTransamerica
2020977$8.0 millionTransamerica
2019862$6.6 millionTransamerica
2018855$4.7 millionTransamerica
20172,228$4.4 millionTransamerica
20162,232$3.6 millionTransamerica
20152,161$3.1 millionTransamerica
20142,107$2.7 millionTransamerica
20132,155$2.2 millionTransamerica
201275$1.4 millionMassMutual
20112,353$1.2 millionnot listed
20101,823$864,970MassMutual
200960$474,336not listed

Retirement Plan for Registered Practical Nurses of Samaritan Medical Centers & Samaritan Keep Nursing Home, Inc.

Pension (defined benefit)Active

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

Plan number
003Employer EIN 15-0533577
Participants (2024)
723
Net assets (2024)
$72.9 million
Administered by
Transamerica2012–2024
Plan administrator
Samaritan Medical Center
830 Washington Street
Watertown, NY 13601
(315) 779-5085As filed for 2024
In effect since
January 1, 1961

Earlier plan names: Retirement Plan for Registered Nurses of Samaritan Medical Center & Samaritan-Keep Nursing Home, Inc.; Retirement Plan for Registered Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024723$72.9 millionTransamerica
2023743$77.1 millionTransamerica
2022819$73.5 millionTransamerica
2021779$95.7 millionTransamerica
2020792$88.6 millionTransamerica
2019781$77.0 millionTransamerica
2018743$64.1 millionTransamerica
2017726$66.7 millionTransamerica
2016674$55.6 millionTransamerica
2015682$49.5 millionTransamerica
2014683$49.5 millionTransamerica
2013570$43.9 millionTransamerica
2012569$36.6 millionTransamerica
2011611$29.4 millionnot listed
2010603$26.7 millionnot listed
2009575$20.3 millionnot listed

Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.

Pension (defined benefit)Active

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

Plan number
002Employer EIN 15-0533577
Participants (2024)
256
Net assets (2024)
$10.5 million
Administered by
Transamerica2012–2024
Plan administrator
Samaritan Medical Center
830 Washington Street
Watertown, NY 13601
(315) 779-5085As filed for 2024
In effect since
January 1, 1961

Earlier plan names: Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan-Keep Nursing Home, Inc.; Retirement Plan for Licensed Practial Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc..

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024256$10.5 millionTransamerica
2023268$10.8 millionTransamerica
2022300$10.2 millionTransamerica
2021311$13.6 millionTransamerica
2020322$13.0 millionTransamerica
2019325$11.2 millionTransamerica
2018333$9.3 millionTransamerica
2017343$9.3 millionTransamerica
2016349$7.8 millionTransamerica
2015372$6.7 millionTransamerica
2014369$6.7 millionTransamerica
2013247$6.0 millionTransamerica
2012244$5.1 millionTransamerica
2011333$4.1 millionnot listed
2010339$3.8 millionnot listed
2009326$3.1 millionnot listed

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Samaritan Medical Center/Samaritan Keep Nursing Home Retirement 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 ((315) 785-5757). That number was filed for 2024; 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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