Other · DOL Form 5500 · 2022

Bridgeport Hospital Retirement Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
4,377
Participants Above avg headcount
96th
Percentile by assets National rank
$47,910
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bridgeport Hospital Tax Sheltered Annuity Plan · Sponsored by Bridgeport Hospital · Connecticut · Healthcare & Social Assistance

$210M in assets, 4,377 participants

Bridgeport Hospital's Bridgeport Hospital Tax Sheltered Annuity Plan reported $210M in total assets and 4,377 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,320 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Bridgeport Hospital Tax Sheltered Annuity Plan covers 4,377 participants in Connecticut, 6.1x the typical Connecticut plan (state average ~718 per filing). Assets: $210M.

#19,320
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bridgeport Hospital Tax Sheltered Annuity Plan's outsized position by total assets

Bridgeport Hospital Tax Sheltered Annuity Plan vs every filed plan by assets

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

$209,702,829 Top 4% higher than 96% 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

Bridgeport Hospital Tax Sheltered Annuity 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. Bridgeport Hospital Tax Sheltered Annuity Plan lands in the large band (4,377 participants).

EBSA filing schedule strip

Filing strip 060646554 · Bridgeport Hospital PY 2022 · Other

Bridgeport Hospital Tax Sheltered Annuity Plan · $210M · 4,377 · 96th

  • EIN $210M
  • EIN 4,377
  • EIN 96th
  • EIN Other
  • EIN near The College of Wooster Defined Contribution Plan
  • EIN ind #19320

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 →

Bridgeport Hospital Tax Sheltered Annuity Plan in the asset neighbourhood

Seattle Children's 403(b) PlanSeattle Children's 403(b) Pl…$210MThe College of Wooster Defined Contribution PlanThe College of Wooster Defin…$210MBridgeport Hospital Tax Sheltered Annuity PlanBridgeport Hospital Tax Shel…$210MValparaiso University Retirement PlanValparaiso University Retire…$209MLa Salle University Defined Contribution and Tax- Deferred Annuity PlanLa Salle University Defined …$209M
End-of-year total assets ($M) among Bridgeport Hospital Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$210M
Net Income-$37M
Employer EIN060646554
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bridgeport Hospital)

Sponsor-wide plan assets over time

All Bridgeport Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$540M 36.3393691045278% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $396M $540M ▲ +36.3%
Year Plans Participants Total Assets
2022 3 9,030 $396M
2023 2 8,636 $471M
2024 2 8,788 $540M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Bridgeport Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Bridgeport Hospital Tax Sheltered Annuity Plan, Total assets ($B): 0.209702829 · Participants: 4377Bridgeport Hospital Tax Sheltered Annuity PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Bridgeport Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Bridgeport Hospital Tax Sheltered Annuity Plan side-by-side with 3 peers →

Bridgeport Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is The College of Wooster Defined Contribution Plan in OH ($210M); by covered participants it is Arkansas Children's Retirement Plan in AR (4,382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,377 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 Bridgeport Hospital Tax Sheltered Annuity Plan assets move in 2022? ▼
Bridgeport Hospital Tax Sheltered Annuity Plan pulled back noticeably - down 15.0% during 2022, from $247M to $210M. Reported net income was -$37M.
How have Bridgeport Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgeport Hospital's sponsor-wide assets grew 36.3%, from $396M to $540M.
Where does Bridgeport Hospital Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Bridgeport Hospital Tax Sheltered Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Bridgeport Hospital Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The College of Wooster Defined Contribution Plan in OH ($210M, 623 participants).
Which Other plans cover a similar participant headcount to Bridgeport Hospital Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Arkansas Children's Retirement Plan in AR (4,382 participants, $336M 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 060646554.

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.