Other · DOL Form 5500 · 2022

Clm Center for Life Management Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
244
Participants Below avg headcount
63rd
Percentile by assets National rank
$36,661
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clm Center for Life Management Tax Sheltered Annuity Plan · Sponsored by Clm Center for Life Management · New Hampshire · Healthcare & Social Assistance

$9M in assets, 244 participants

Clm Center for Life Management's Clm Center for Life Management Tax Sheltered Annuity Plan reported $9M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,704 in Healthcare & Social Assistance (20,060 peers)

Clm Center for Life Management multi-year trail

Clm Center for Life Management's plans moved +32.5% in assets from 2022 to 2024; this filing shows Clm Center for Life Management Tax Sheltered Annuity Plan at $9M / 244 participants.

#13,704
in Healthcare & Social Assistance (20,060 peers)
-11.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clm Center for Life Management Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Clm Center for Life Management Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,945,190 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Clm Center for Life Management Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clm Center for Life Management Tax Sheltered Annuity Plan sits mid-pack in the medium band (244 participants).

Published 5500 schedule card

Filing strip 020301530 · Clm Center for Life Management PY 2022 · Other

Clm Center for Life Management Tax Sheltered Annuity Plan · $9M · 244 · 63rd

  • VS-ST $9M
  • BOY 244
  • SCH 63rd
  • EBSA Other
  • PART near Tiaa Cref Retirement Plan for All Employees of Boricua College
  • TYPE ind #13704

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New Hampshire →

Clm Center for Life Management Tax Sheltered Annuity Plan in the asset neighbourhood

New York Stem Cell Foundation 403(b) PlanNew York Stem Cell Foundatio…$9MClm Center for Life Management Tax Sheltered Annuity PlanClm Center for Life Manageme…$9MTiaa Cref Retirement Plan for All Employees of Boricua CollegeTiaa Cref Retirement Plan fo…$9MHealth Center Partners 403(b) PlanHealth Center Partners 403(b…$9MPath Corporation 403(b) Plan$9M
End-of-year total assets ($M) among Clm Center for Life Management Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Clm Center for Life Management multi-year asset trail

Sponsor-wide plan assets over time

All Clm Center for Life Management plans reported in each filing year

Latest sponsor-wide plan assets
$12M 32.50744813693169% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.95M $11.9M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 244 $9M
2023 1 276 $11M
2024 1 116 $12M

Clm Center for Life Management filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN020301530
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

Clm Center for Life Management Tax Sheltered Annuity Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Clm Center for Life Management Tax Sheltered Annuity Plan, Total assets ($M): 8.94519 · Participants: 244Clm Center for Life Management Tax Sheltered Annuity PlanDartmouth-Hitchcock Employee Investment Plan, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock Employee Investment PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Clm Center for Life Management Tax Sheltered Annuity Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Clm Center for Life Management Tax Sheltered Annuity Plan side-by-side with 3 peers →

Clm Center for Life Management Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Tiaa Cref Retirement Plan for All Employees of Boricua College in NY ($9M); by covered participants it is The Oaks Academy DC Plan in IN (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clm Center for Life Management Tax Sheltered Annuity Plan assets move in 2022? ▼
Clm Center for Life Management Tax Sheltered Annuity Plan pulled back noticeably - down 11.4% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Clm Center for Life Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clm Center for Life Management's sponsor-wide assets grew 32.5%, from $9M to $12M.
Which Other plans are similar in size to Clm Center for Life Management Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Tiaa Cref Retirement Plan for All Employees of Boricua College in NY ($9M, 291 participants).
Which Other plans cover a similar participant headcount to Clm Center for Life Management Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Oaks Academy DC Plan in IN (244 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020301530.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.