Other · DOL Form 5500 · 2022
Sturdy Memorial Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 2,010
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $82,224
- Avg per participant Below avg balance/head
Official DOL plan name: Sturdy Memorial 403(b) Plan · Sponsored by Sturdy Memorial Hospital, Inc. · Massachusetts · Healthcare & Social Assistance
$165M in assets, 2,010 participants
Sturdy Memorial Hospital, Inc.'s Sturdy Memorial 403(b) Plan reported $165M in total assets and 2,010 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,174 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Sturdy Memorial 403(b) Plan covers 2,010 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $165M.
- #19,174
- in Healthcare & Social Assistance (20,060 peers)
- -18.6%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sturdy Memorial 403(b) Plan's outsized position by total assets
Sturdy Memorial 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$165,271,118 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sturdy Memorial 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sturdy Memorial 403(b) Plan lands in the large band (2,010 participants).
Plan-year Form 5500 strip
Filing strip 042768252 · Sturdy Memorial Hospital, Inc. PY 2022 · Other
Sturdy Memorial 403(b) Plan · $165M · 2,010 · 95th
- PHOTO $165M
- PHOTO 2,010
- PHOTO 95th
- PHOTO Other
- PHOTO near Tuckpointers Local 52 Defined Contribution Annuity Trust Fund
- PHOTO ind #19174
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 →
Sturdy Memorial 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $203M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | -$38M |
| Employer EIN | 042768252 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sturdy Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Sturdy Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 22.058722885634655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,386 | $515M |
| 2023 | 2 | 3,505 | $579M |
| 2024 | 2 | 3,470 | $628M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Sturdy Memorial 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Tuckpointers Local 52 Defined Contribution Annuity Trust Fund in IL ($165M); by covered participants it is Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in NC (2,011 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) $165M · 3,127
- Biola University Defined Contribution Retirement Plan (CA) $165M · 1,329
- Promedica Health System, Inc. 403(b) Plan (OH) $165M · 2,656
- Olathe Health System, Inc. Tsa Retirement Plan (KS) $165M · 2,265
Similar participant headcount
Nearest other-state filings by covered participants (2,010 participants); asset peers above are excluded.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan (NC) 2,011 · 1 off
- Elwyn Defined Contribution 403(b) Plan (PA) 2,019 · 9 off
- Kpmg Partner Retirement Savings Plan (NJ) 1,991 · 19 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) 2,034 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.