# Northwell Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/northwell-health-inc-403b-plan

> Northwell Health, INC.'s 403(b) plan: 49,356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwell Health, INC.

- **Sponsor EIN:** 113418133

- **Sponsor Address:** 972 BRUSH HOLLOW ROAD, WESTBURY, NY, 115901740

- **Plan Type:** 403(b)

- **Total Participants:** 49,356

- **Total Assets:** $10.9B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|49,356|$10.9B|$152.1M|$370.0M|

| 2023|44,511|$9.9B|$157.5M|$369.1M|

| 2022|48,676|$8.3B|$154.7M|$360.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$2,928,811|—|$2,928,811|

| ROCATON INVESTMENT ADVISORS|NONE|$110,935|—|$110,935|

| ERNST & YOUNG, LLP|NONE|$68,950|—|$68,950|

| MORGAN LEWIS & BOCKIUS LLP|NONE|$33,721|—|$33,721|

| MEKETA INVESTMENT GROUP|NONE|$17,800|—|$17,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,160,217

- **Estimated Expense Ratio:** 0.029% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,160,217|$128,735|—|$68,950|—|

| 2023|$3,455,228|$245,219|—|$76,206|—|

| 2022|$3,657,705|$297,736|$3,294,246|—|$65,723|

## Similar Plans

- [The New York-Presbyterian Hospital](https://planprovider.pro/companies/the-new-york-presbyterian-hospital-403b-plan) — 50,152 participants

- [The Mount Sinai Medical Center](https://planprovider.pro/companies/the-mount-sinai-medical-center-403b-plan) — 46,304 participants

- [Northwell Health, INC.](https://planprovider.pro/companies/northwell-health-inc-401k-plan-001) — 37,611 participants

- [Nyu Langone Hospitals](https://planprovider.pro/companies/nyu-langone-hospitals-403b-plan-005) — 34,692 participants

- [Northwell Health, INC.](https://planprovider.pro/companies/northwell-health-inc-plan-006) — 26,078 participants

- [Memorial Sloan Kettering Cancer Center](https://planprovider.pro/companies/memorial-sloan-kettering-cancer-center-403b-plan) — 23,511 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwell-health-inc-403b-plan)

© 2026 PlanProvider.Pro