401(k) · DOL Form 5500 · 2022

Healthcare South P.C. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
168
Participants Small participant base
89th
Percentile by assets National rank
$354,543
Avg per participant High balance/head
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Official DOL plan name: Healthcare South Retirement Plan · Sponsored by Healthcare South P.C. · Massachusetts · Healthcare & Social Assistance

$60M in assets, 168 participants

Healthcare South P.C.'s Healthcare South Retirement Plan reported $60M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,247 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Healthcare South Retirement Plan covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $60M.

#18,247
in Healthcare & Social Assistance (20,060 peers)
-9.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcare South Retirement Plan's outsized position by total assets

Healthcare South Retirement Plan vs every filed plan by assets

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

$59,563,170 Top 11% higher than 89% 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

Healthcare South Retirement 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. Healthcare South Retirement Plan sits mid-pack in the medium band (168 participants).

Form 5500 schedule snapshot

Filing strip 043283986 · Healthcare South P.C. PY 2022 · 401(k)

Healthcare South Retirement Plan · $60M · 168 · 89th

  • RANK $60M
  • PHOTO 168
  • IND 89th
  • EOY 401(k)
  • 5500 near Dental Health Associates of Madison, Ltd. 401(k) Profit Sharing Plan
  • ASSETS ind #18247

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 Massachusetts →

Healthcare South Retirement Plan in the asset neighbourhood

Menlo Medical Clinic 401(k) Profit Sharing PlanMenlo Medical Clinic 401(k) …$60MHealthcare South Retirement PlanHealthcare South Retirement …$60MDental Health Associates of Madison, Ltd. 401(k) Profit Sharing PlanDental Health Associates of …$60MBowles Rice 401(k) Profit Sharing PlanBowles Rice 401(k) Profit Sh…$60MIlc Dover 401(k) Savings and Investment PlanIlc Dover 401(k) Savings and…$60M
End-of-year total assets ($M) among Healthcare South Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$60M
Net Income-$7M
Employer EIN043283986
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare South P.C.)

Sponsor-wide plan assets over time

All Healthcare South P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 24.011806289020548% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $59.6M $73.9M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 168 $60M
2023 1 167 $66M
2024 1 173 $74M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Healthcare South Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Healthcare South Retirement Plan, Total assets ($B): 0.05956317 · Participants: 168Healthcare South Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Healthcare South Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Healthcare South Retirement Plan side-by-side with 3 peers →

Healthcare South Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dental Health Associates of Madison, Ltd. 401(k) Profit Sharing Plan in WI ($60M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Healthcare South Retirement Plan assets move in 2022? ▼
Healthcare South Retirement Plan pulled back noticeably - down 9.9% during 2022, from $66M to $60M. Reported net income was -$7M.
How have Healthcare South P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare South P.C.'s sponsor-wide assets grew 24.0%, from $60M to $74M.
Where does Healthcare South Retirement Plan rank by assets among Form 5500 filers? ▼
Healthcare South Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healthcare South Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental Health Associates of Madison, Ltd. 401(k) Profit Sharing Plan in WI ($60M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare South Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A 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 043283986.

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.