Other · DOL Form 5500 · 2022
Middlesex Health Retirement Plan
Data updated 2026-08-11
- $351M
- Total assets
- 4,254
- Participants
- 97th
- Percentile by assets
- $82,625
- Avg per participant
Official DOL plan name: Middlesex Retirement Savings and Investment Plan · Sponsored by Middlesex Health · Connecticut · Healthcare & Social Assistance
$351M in assets, 4,254 participants
Middlesex Health's Middlesex Retirement Savings and Investment Plan reported $351M in total assets and 4,254 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,559 in Healthcare & Social Assistance (20,060 peers)
Coverage in Connecticut
Middlesex Retirement Savings and Investment Plan covers 4,254 participants in Connecticut, 5.9x the typical Connecticut plan (state average ~718 per filing). Assets: $351M.
- $351M
- total plan assets (2022 EOY)
- 4,254
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $82,625
- avg assets per participant
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Middlesex Retirement Savings and Investment Plan sits by total assets
Middlesex Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$351,485,612 Top 3% higher than 97% 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
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Middlesex Retirement Savings and Investment Plan reports 4,254 participants - 5.9x that state average ($351M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $351M |
| Net Income | -$52M |
| Employer EIN | 222676137 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,254 | $351M |
| 2023 | 1 | 4,477 | $420M |
| 2024 | 1 | 4,437 | $473M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Middlesex Retirement Savings and Investment Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to Middlesex Retirement Savings and Investment Plan by total assets, not by location.
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland (CA) $351M · 2,556
- Fairleigh Dickinson University Defined Contribution Plan (NJ) $350M · 1,068
- Xavier University Defined Contribution Retirement Plan (OH) $349M · 1,399
- Luminis Health Retirement Plan (MD) $356M · 5,732
Frequently Asked Questions
How did Middlesex Retirement Savings and Investment Plan assets move in 2022? ▼
How have Middlesex Health plan assets changed over time? ▼
Where does Middlesex Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Middlesex Retirement Savings and Investment Plan? ▼
Next read for Middlesex Retirement Savings and Investm…
Filing takeaways
Ways to act on Middlesex Retirement Savings and Investment Plan's numbers.
- By total assets, Middlesex Retirement Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Middlesex Health's sponsor-wide assets have grown 34.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans