401(k) · DOL Form 5500 · 2022

Partners in Health, a Non-Profit Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
335
Participants Below avg headcount
71st
Percentile by assets National rank
$41,439
Avg per participant Low balance/head
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Official DOL plan name: Partners in Health 401(k) Plan · Sponsored by Partners in Health, a Non-Profit Corporation · Massachusetts · Healthcare & Social Assistance

$14M in assets, 335 participants

Partners in Health, a Non-Profit Corporation's Partners in Health 401(k) Plan reported $14M in total assets and 335 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,217 in Healthcare & Social Assistance (20,060 peers)

Partners in Health, a Non-Profit Corporation multi-year trail

Partners in Health, a Non-Profit Corporation's plans moved +74.0% in assets from 2022 to 2024; this filing shows Partners in Health 401(k) Plan at $14M / 335 participants.

#15,217
in Healthcare & Social Assistance (20,060 peers)
-0.9%
assets change YoY

The plan reported a net loss of $126K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners in Health 401(k) Plan's outsized position by total assets

Partners in Health 401(k) Plan vs every filed plan by assets

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

$13,882,102 Top 29% higher than 71% 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

Partners in Health 401(k) 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. Partners in Health 401(k) Plan sits mid-pack in the medium band (335 participants).

Plan-year Form 5500 strip

Filing strip 043567502 · Partners in Health, a Non-Profit Corporation PY 2022 · 401(k)

Partners in Health 401(k) Plan · $14M · 335 · 71st

  • NET $14M
  • BOOK 335
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Carnahan Evans Cantwell & Brown PC Profit Sharing Plan
  • EBSA ind #15217

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 →

Partners in Health 401(k) Plan in the asset neighbourhood

Partners in Health 401(k) PlanPartners in Health 401(k) Pl…$14MCarnahan Evans Cantwell & Brown PC Profit Sharing PlanCarnahan Evans Cantwell & Br…$14MThe Als Association Profit Sharing 401(k) PlanThe Als Association Profit S…$14MRare, Inc. 401(k) Plan$14MGraham Tire Company 401(k) Profit Sharing PlanGraham Tire Company 401(k) P…$14M
End-of-year total assets ($M) among Partners in Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Partners in Health, a Non-Profit Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Partners in Health, a Non-Profit Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 73.95261899098567% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.9M $24.2M ▲ +74.0%
Year Plans Participants Total Assets
2022 1 335 $14M
2023 1 325 $19M
2024 1 345 $24M

Partners in Health, a Non-Profit Corporation filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$126K
Employer EIN043567502
Plan Effective Date2020-02-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Partners in Health 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Partners in Health 401(k) Plan, Total assets ($B): 0.013882102 · Participants: 335Partners in Health 401(k) 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
Partners in Health 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Partners in Health 401(k) Plan side-by-side with 3 peers →

Partners in Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Carnahan Evans Cantwell & Brown PC Profit Sharing Plan in MO ($14M); by covered participants it is Ameriserv Financial 401(k) Profit Sharing in PA (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Partners in Health 401(k) Plan assets move in 2022? ▼
Partners in Health 401(k) Plan held essentially flat - down 0.9% during 2022, from $14M to $14M. Reported net income was -$126K.
How have Partners in Health, a Non-Profit Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners in Health, a Non-Profit Corporation's sponsor-wide assets grew 74.0%, from $14M to $24M.
Which 401(k) plans are similar in size to Partners in Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carnahan Evans Cantwell & Brown PC Profit Sharing Plan in MO ($14M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Partners in Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameriserv Financial 401(k) Profit Sharing in PA (335 participants, $36M 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 043567502.

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.