PARTNERS IN HEALTH 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
PARTNERS IN HEALTH, A NON-PROFIT CORPORATION
This 401(k) plan holds $14M in total assets and serves 335 participants as of 2022. It is sponsored by PARTNERS IN HEALTH, A NON-PROFIT CORPORATION in Massachusetts. The plan reported a net loss of $126K for the year.
What the Filing Says About PARTNERS IN HEALTH 401(K) PLAN
PARTNERS IN HEALTH 401(K) PLAN is a 401(k) retirement plan sponsored by PARTNERS IN HEALTH, A NON-PROFIT CORPORATION, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 335 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 043567502, and the plan has been effective since 2020-02-03. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $14M at the beginning of 2022 to $14M at year-end — a decline of 0.9%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-125,710 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $14M |
| Total Assets (End of Year) | $14M |
| Net Assets (End of Year) | $14M |
| Net Income | $-125,710 |
| Plan Type | 401(k) |
| Employer EIN | 043567502 |
| Plan Effective Date | 2020-02-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (PARTNERS IN HEALTH, A NON-PROFIT CORPORATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 335 | $14M |
| 2023 | 1 | 325 | $19M |
| 2024 | 1 | 345 | $24M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- FIDELITY RETIREMENT SAVINGS PLAN $28.6B · 62,289
- CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS $14.9B · 74,212
- LIBERTY MUTUAL 401(K) PLAN $10.6B · 37,052
- MASSACHUSETTS INSTITUTE OF TECHNOLOGY SUPPLEMENTAL 401(K) PLAN $6.8B · 14,094
- BOSTON SCIENTIFIC CORPORATION 401(K) RETIREMENT SAVINGS PLAN $5.8B · 19,881
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How much money is in the PARTNERS IN HEALTH 401(K) PLAN? ▼
What type of plan is PARTNERS IN HEALTH 401(K) PLAN? ▼
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How did PARTNERS IN HEALTH 401(K) PLAN perform in 2022? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.