Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees-New England Health Care Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $923M
- Total assets Above avg plan size
- 8,223
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $112,215
- Avg per participant Below avg balance/head
Official DOL plan name: New England Health Care Employees Pension Plan · Sponsored by Board of Trustees-New England Health Care Employees Pension Fund · Connecticut · Healthcare & Social Assistance
$923M in assets, 8,223 participants
Board of Trustees-New England Health Care Employees Pension Fund's New England Health Care Employees Pension Plan reported $923M in total assets and 8,223 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,866 in Healthcare & Social Assistance (20,060 peers)
Coverage in Connecticut
New England Health Care Employees Pension Plan covers 8,223 participants in Connecticut, 11x the typical Connecticut plan (state average ~718 per filing). Assets: $923M.
- #19,866
- in Healthcare & Social Assistance (20,060 peers)
- -11.2%
- assets change YoY
- 9.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $128M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Health Care Employees Pension Plan's outsized position by total assets
New England Health Care Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$922,743,422 Top 1% higher than 99% 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
New England Health Care Employees Pension 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. New England Health Care Employees Pension Plan lands in the large band (8,223 participants).
DOL schedule card
Filing strip 223071963 · Board of Trustees-New England Health Care Employees Pension Fund PY 2022 · Defined Benefit (Pension)
New England Health Care Employees Pension Plan · $923M · 8,223 · 99th
- IND $923M
- EOY 8,223
- 5500 99th
- ASSETS Defined Benefit (Pension)
- PCT near Intel Minimum Pension Plan
- EIN ind #19866
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 Connecticut →
New England Health Care Employees Pension Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $867M |
| Net Income | -$128M |
| Employer EIN | 223071963 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-New England Health Care Employees Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees-New England Health Care Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 13.730732832035294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,223 | $923M |
| 2023 | 1 | 8,879 | $976M |
| 2024 | 1 | 8,957 | $1.0B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- The Citigroup Pension Plan $10.5B · 18,484
- Eversource Pension Plan $5.9B · 4,126
- Retirement Plan for Employees of Aetna Inc. $5.4B · 11,471
Scale composition for New England Health Care Employees Pension Plan
New England Health Care Employees Pension Plan reports $923M in end-of-year assets across 8,223 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $112,215 per participant (81% of the national average assets-per-participant) . Net income for plan year 2022 was -$128M.
This plan identity (EIN 223071963, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $923M to $1.0B (+13.7%) while covered participants moved from 8,223 to 8,957 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,223 | $923M | This page |
| 2023 | 8,879 | $976M | Open filing |
| 2024 · index core | 8,957 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- New England Health Care Employees Pension Plan (Defined Benefit (Pension), $1.0B, 8,957 participants)
New England Health Care Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Intel Minimum Pension Plan in CA ($922M); by covered participants it is Rush University Medical Center Retirement Plan in IL (8,162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($923M here).
- Intel Minimum Pension Plan (CA) $922M · 22,136
- National Fuel Gas Company Retirement Plan (NY) $924M · 313
- Ardagh North America Retirement Income Plan (IN) $924M · 1,298
- Snap-on Incorporated Retirement Plan (WI) $927M · 3,665
Similar participant headcount
Nearest other-state filings by covered participants (8,223 participants); asset peers above are excluded.
- Rush University Medical Center Retirement Plan (IL) 8,162 · 61 off
- Kohler Co. Pension Plan (WI) 8,328 · 105 off
- The Bank of New York Mellon Corporation Pension Plan (PA) 8,098 · 125 off
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (WA) 8,083 · 140 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.