Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Elliot Health System Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Elliot Health System, Inc. · New Hampshire · Healthcare & Social Assistance

What the 2023 filing shows

Elliot Health System Pension Plan holds $286M for 568 participants — about $503,045 per participant, down 21.8% over the 2022 plan year.

$286M
total plan assets (2022 EOY)
568
covered participants
$503,045
avg assets per participant
-21.8%
assets change YoY

The plan reported a net loss of $80M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$286M
Participants
568
Industry
Healthcare & Social Assistance

What the Filing Says About Elliot Health System Pension Plan

Elliot Health System Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Elliot Health System, Inc., headquartered in New Hampshire. As of the 2022 Form 5500 filing, the plan reports $286M in total end-of-year assets and covers 568 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 020509911, and the plan has been effective since 2000-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $365M at the beginning of 2022 to $286M at year-end — a decline of 21.8%. Net assets (after liabilities) closed the year at $284M, with reported net income of $-79,724,715 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$365M
Total Assets (End of Year)$286M
Net Assets (End of Year)$284M
Net Income$-79,724,715
Plan TypeDefined Benefit (Pension)
Employer EIN020509911
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elliot Health System, Inc.)

Year Plans Participants Total Assets
2022 3 5,432 $635M
2023 3 5,387 $707M
2024 3 5,332 $770M

Nearby Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Elliot Health System Pension Plan?
As of the 2022 Form 5500 filing, Elliot Health System Pension Plan holds $286M in total assets with 568 participants. It is sponsored by Elliot Health System, Inc..
What type of plan is Elliot Health System Pension Plan?
Elliot Health System Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2000-07-01. The plan is filed with the U.S. Department of Labor under EIN 020509911.
Who sponsors the Elliot Health System Pension Plan?
Elliot Health System Pension Plan is sponsored by Elliot Health System, Inc., located in New Hampshire. The sponsor's EIN is 020509911 and the plan operates in the Healthcare & Social Assistance industry.
How did Elliot Health System Pension Plan perform in 2022?
Elliot Health System Pension Plan declined by 21.8% during 2022, moving from $365M to $286M in total assets. Net income was $-79,724,715.
Where can I find official filings for Elliot Health System Pension Plan?
Official Form 5500 filings for Elliot Health System Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020509911 or plan name at efast.dol.gov.
How does Elliot Health System Pension Plan compare to other plans?
You can compare Elliot Health System Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 020509911.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.