Other · DOL Form 5500 · 2022
Exeter Health Resources, Inc Retirement Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 2,451
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $59,544
- Avg per participant Low balance/head
Official DOL plan name: Exeter Health Resources 403(b) Retirement Savings Plan · Sponsored by Exeter Health Resources, Inc · New Hampshire · Healthcare & Social Assistance
$146M in assets, 2,451 participants
Exeter Health Resources, Inc's Exeter Health Resources 403(b) Retirement Savings Plan reported $146M in total assets and 2,451 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #19,098 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Hampshire
Exeter Health Resources 403(b) Retirement Savings Plan covers 2,451 participants in New Hampshire, 8.1x the typical New Hampshire plan (state average ~301 per filing). Assets: $146M.
- #19,098
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Exeter Health Resources 403(b) Retirement Savings Plan's outsized position by total assets
Exeter Health Resources 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$145,942,907 Top 6% higher than 94% 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
Exeter Health Resources 403(b) Retirement Savings 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. Exeter Health Resources 403(b) Retirement Savings Plan lands in the large band (2,451 participants).
Plan-year Form 5500 strip
Filing strip 020222126 · Exeter Health Resources, Inc PY 2022 · Other
Exeter Health Resources 403(b) Retirement Savings Plan · $146M · 2,451 · 94th
- EBSA $146M
- PART 2,451
- TYPE 94th
- NET Other
- BOOK near The Juilliard School Defined Contribution Retirement Plan
- VS-ST ind #19098
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 New Hampshire →
Exeter Health Resources 403(b) Retirement Savings Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $175M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | -$29M |
| Employer EIN | 020222126 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exeter Health Resources, Inc)
Sponsor-wide plan assets over time
All Exeter Health Resources, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $290M 20.354172374765138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,729 | $241M |
| 2023 | 2 | 3,839 | $279M |
| 2024 | 2 | 3,825 | $290M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth-Hitchcock Employee Investment Plan $971M · 10,713
- Supplemental Retirement Accounts for All Employees of Dartmouth College $849M · 3,980
- Solutionhealth & Elliot Health System 403(b) Savings Plan $341M · 4,670
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $329M · 77
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $242M · 2,558
Exeter Health Resources 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is The Juilliard School Defined Contribution Retirement Plan in NY ($146M); by covered participants it is Norc, Inc. Retirement Plan in IL (2,451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
- The Juilliard School Defined Contribution Retirement Plan (NY) $146M · 995
- Banner Health Employees 403(b) Plan (AZ) $146M · 10,133
- Ochsner Clinic Foundation 403(b) Plan (LA) $146M · 23,862
- Nazareth College of Rochester Defined Contribution Retirement Plan (NY) $146M · 422
Similar participant headcount
Nearest other-state filings by covered participants (2,451 participants); asset peers above are excluded.
- Norc, Inc. Retirement Plan (IL) 2,451 · 0 off
- Lexington Health Inc. 403(b) Retirement Plan (SC) 2,451 · 0 off
- Azusa Pacific University Defined Contribution Plan (CA) 2,454 · 3 off
- Einstein Medical Center Montgomery Retirement Savings Plan (PA) 2,454 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.