Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees-New England Health Care Employees Pension Fund Pension Plan

Data updated 2026-08-11

$923M
Total assets
8,223
Participants
99th
Percentile by assets
$112,215
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$923M
total plan assets (2022 EOY)
8,223
covered participants
99th
percentile by assets (of 139,126 plans)
$112,215
avg assets per participant

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.

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. New England Health Care Employees Pension Plan reports 8,223 participants - 11x that state average ($923M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$867M
Net Income-$128M
Employer EIN223071963
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-New England Health Care Employees Pension Fund)

$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.92B $1.05B ▲ +14.1%
Total plan assets by year, all Board of Trustees-New England Health Care Employees Pension Fund plans on file
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.

New England Health Care Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

New England Health Care Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -1001020304050 Total assets ($B) Participants New England Health C…GE Pension PlanRaytheon Company Pen…The Citigroup Pensio…Eversource Pension P…Retirement Plan for …
New England Health Care Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

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:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to New England Health Care Employees Pension Plan by total assets, not by location.

Frequently Asked Questions

How did New England Health Care Employees Pension Plan assets move in 2022?
New England Health Care Employees Pension Plan pulled back noticeably - down 11.2% during 2022, from $1.0B to $923M. Reported net income was -$128M.
How have Board of Trustees-New England Health Care Employees Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees-New England Health Care Employees Pension Fund's sponsor-wide assets grew 13.7%, from $923M to $1.0B.
Where does New England Health Care Employees Pension Plan rank by assets among Form 5500 filers?
New England Health Care Employees Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to New England Health Care Employees Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intel Minimum Pension Plan in CA ($922M, 22,136 participants).

Next read for New England Health Care Employees Pensio…

Filing takeaways

Ways to act on New England Health Care Employees Pension Plan's numbers.

  • By total assets, New England Health Care Employees Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
  • Board of Trustees-New England Health Care Employees Pension Fund's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans