How big is Glens Falls Hospital's plan?

Glens Falls Hospital's plan reported $277.5M in assets and 2,305 participants for 2024.

Original filing (PDF)20251014134317NAL0006227714008

Glens Falls Hospital

Name: Glens Falls Hospital — The Glens Falls Hospital, Form 5500 (2024)
Creator: Glens Falls Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Glens Falls Hospital Partnership Plan

403(b) retirement plan · Glens Falls Hospital's The Glens Falls Hospital Partnership Plan held $277.5M in plan assets for 2,305 participants in 2024.

Signals · 4

Late participant contributions10% employer stockNo recordkeeper disclosedSelf-directed brokerage offered

Active participants

2,305

Accounts w/ balance

3,882

Plan assets (EOY)

$277.5M

Net assets (EOY)

$277.5M

People on this filing

James Marco signed Glens Falls Hospital's 2024 Form 5500 as plan administrator.

James Marco — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Glens Falls Hospital's EIN is 14-1338413.

EIN 14-1338413

Plan number 003

Plan year 2024

ACK ID 20251014134317NAL0006227714008

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Glens Falls Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Glens Falls Hospital's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENS FALLS HOSPITAL.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 38K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GLENS FALLS HOSPITAL

EIN

all filings

Address

100 PARK STREET · GLENS FALLS, NY · 12801

Phone

(518) 926-1000

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$206K	—

Investments

33 direct securities· $277.5M(100% of reported assets)

Mutual Funds

$147.6M

20 holdings

Other securities

$60.2M

8 holdings

Common Collective Trusts

$37.8M

1 holding

Common Stocks

$28.7M

2 holdings

Bonds / Notes

$2.3M

1 holding

Self-Directed Brokerage

$1.0M

1 holding

					% of plan
JP Morgan JP Morgan Large Cap Growth	Other securities	—	—	$40.8M	14.7%
Fidelity Investments Fidelity 500 Index Instl	Common Collective Trusts	—	—	$37.8M	13.6%
American Funds American Funds Washington Mutual Invested Fund	Mutual Funds	—	—	$30.7M	11.1%
Variable Annuity Life Insurance Company Fixed Interest Fund***	Common Stocks	—	—	$28.3M	10.2%
Fidelity Investments Fidelity Small Cap Index Prem	Mutual Funds	—	—	$14.7M	5.3%
TIAA-CREF TIAA CREF Social Choice EQ Ins	Mutual Funds	—	—	$13.7M	4.9%
American Funds American Funds 2060	Mutual Funds	—	—	$9.5M	3.4%
American Funds American Funds Europacific Growth	Mutual Funds	—	—	$7.7M	2.8%
Loomis Sayles Loomis Sayles Core Plus Bond	Other securities	—	—	$7.6M	2.8%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$7.4M	2.7%
American Funds American Funds 2035	Mutual Funds	—	—	$7.1M	2.6%
American Funds American Funds 2055	Mutual Funds	—	—	$6.7M	2.4%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$6.5M	2.4%
Vanguard Inf Pro Sec Inst	Mutual Funds	—	—	$6.3M	2.3%
American Funds American Funds 2040	Mutual Funds	—	—	$6.2M	2.2%
American Funds American Funds 2050	Mutual Funds	—	—	$6.2M	2.2%
American Funds American Funds 2030	Mutual Funds	—	—	$5.7M	2.1%
American Funds American Funds 2045	Mutual Funds	—	—	$5.4M	1.9%
Blackrock High Yield Bond Inst	Other securities	—	—	$5.0M	1.8%
Fidelity Investments Fidelity International Index Prem	Mutual Funds	—	—	$5.0M	1.8%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$4.0M	1.4%
American Funds American Funds 2025	Mutual Funds	—	—	$4.0M	1.4%
Vanguard Fed Money Market Inv	Mutual Funds	—	—	$3.4M	1.2%
Notes receivable from participants Interest rates from 4.25% - 9.50%	Bonds / Notes	—	—	$2.3M	0.8%
American Funds American Funds 2020	Mutual Funds	—	—	$1.1M	0.4%
Charles Schwab Institutional Personal Choice Retirement Account (Other Funds)	Self-Directed Brokerage	—	—	$1.0M	0.4%
T. Rowe Price T Rowe QM US Smallcap Grwth Eq	Other securities	—	—	$922K	0.3%
Delaware Emerging Markets	Other securities	—	—	$667K	0.2%
Cohen & Steers Cohen & Steers Real Est Sec Z	Other securities	—	—	$656K	0.2%
Massmutual SI Mdcp GR EQ II	Other securities	—	—	$448K	0.2%
Victory Capital Sycamore Small Company Opp	Common Stocks	—	—	$365K	0.1%
American Funds American Funds 2015	Mutual Funds	—	—	$235K	<0.1%
American Funds American Funds 2010	Mutual Funds	—	—	$9K	<0.1%