How big is Olean General Hospital's plan?

Olean General Hospital's plan reported $81.5M in assets and 1,383 participants for 2024.

Original filing (PDF)20251015161406NAL0002733715002

Olean General Hospital

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

Form 5500

FILING_RECEIVED

Olean General Hospital Savings Incentive Plan

403(b) retirement plan · Olean General Hospital's Olean General Hospital Savings Incentive Plan held $81.5M in plan assets for 1,383 participants in 2024.

Signals · 2

12% employer stockNo recordkeeper disclosed

Active participants

1,383

Accounts w/ balance

2,555

Plan assets (EOY)

$81.5M

Net assets (EOY)

$81.5M

People on this filing

Lucian Trudeau signed Olean General Hospital's 2024 Form 5500 as plan administrator.

Lucian Trudeau — 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

Olean General Hospital's EIN is 16-0743102.

EIN 16-0743102

Plan number 002

Plan year 2024

ACK ID 20251015161406NAL0002733715002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Olean General Hospital's plan includes 403(b) custodial accounts.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

OLEAN GENERAL HOSPITAL

EIN

all filings

Address

515 MAIN STREET · OLEAN, NY · 147601132

Phone

(716) 375-7346

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

LUMSDEN & MCCORMICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICE COMPANY	51-0396365	—	NONE	$297K	—

Investments

36 direct securities· $78.5M(96% of reported assets)

Other securities

$25.5M

18 holdings

Common Collective Trusts

$24.9M

5 holdings

Mutual Funds

$17.9M

10 holdings

Common Stocks

$9.3M

2 holdings

Participant loans

$926K

1 holding

					% of plan
American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$10.2M	12.5%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$9.6M	11.8%
VALIC Fixed Interest Option Group Annuity Contract	Common Stocks	—	—	$9.3M	11.4%
Fidelity International Index Fund	Common Collective Trusts	—	—	$5.5M	6.8%
MainStay Winslow Large Cap Growth Fund Class R6	Other securities	—	—	$5.2M	6.4%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$4.7M	5.8%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$3.0M	3.7%
T. Rowe Price Retirement 2030 Fund I	Other securities	—	—	$2.3M	2.9%
T. Rowe Price Retirement 2040 Fund I	Other securities	—	—	$2.2M	2.7%
JPMorgan Emerging Markets Equity Fund Class R6	Other securities	—	—	$2.1M	2.5%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.0M	2.5%
T. Rowe Price Global Stock Fund I	Other securities	—	—	$1.8M	2.3%
American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$1.8M	2.2%
American Funds EuroPacific Growth Fund Class R-6	Mutual Funds	—	—	$1.8M	2.2%
American Century Real Estate Fund R6 Class	Other securities	—	—	$1.8M	2.2%
T. Rowe Price Retirement 2035 Fund I	Other securities	—	—	$1.5M	1.9%
John Hancock Disciplined Value Mid Cap R6	Other securities	—	—	$1.5M	1.8%
Janus Henderson Triton Fund Class N	Mutual Funds	—	—	$1.4M	1.7%
T. Rowe Price Retirement 2060 Fund I	Other securities	—	—	$1.3M	1.5%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$1.2M	1.5%
T. Rowe Price Mid-Cap Growth Fund	Other securities	—	—	$1.1M	1.3%
T. Rowe Price Retirement 2045 Fund I	Other securities	—	—	$1.0M	1.3%
T. Rowe Price Retirement 2050 Fund I	Other securities	—	—	$996K	1.2%
T. Rowe Price Retirement 2025 Fund I	Other securities	—	—	$980K	1.2%
Participant loans	Participant loans	—	—	$926K	1.1%
T. Rowe Price Retirement 2055 Fund I	Other securities	—	—	$834K	1.0%
T. Rowe Price Retirement 2020 Fund I	Other securities	—	—	$770K	0.9%
PIMCO High Yield Fund Institutional Class	Mutual Funds	—	—	$724K	0.9%
DFA Inflation-Protected Securities Portfolio Institutional Class	Mutual Funds	—	—	$368K	0.5%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$274K	0.3%
DFA Enhanced U.S. Large Company Portfolio Institutional Class	Mutual Funds	—	—	$92K	0.1%
T. Rowe Price Retirement 2015 Fund	Other securities	—	—	$79K	<0.1%
T. Rowe Price Retirement 2005 Fund	Other securities	—	—	$56K	<0.1%
Fidelity Advisor Small Cap Value Fund Class Z	Mutual Funds	—	—	$41K	<0.1%
BNY Mellon Global Dynamic Bond Inc - Y	Common Stocks	—	—	$14K	<0.1%
T. Rowe Price Retirement 2010 Fund	Other securities	—	—	$13K	<0.1%