Other · DOL Form 5500 · 2022
Northeast Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 2,785
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $58,138
- Avg per participant Low balance/head
Official DOL plan name: Northeast Health System 403(b) Retirement Plan · Sponsored by Northeast Health System, Inc. · Massachusetts · Finance & Insurance
$162M in assets, 2,785 participants
Northeast Health System, Inc.'s Northeast Health System 403(b) Retirement Plan reported $162M in total assets and 2,785 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,471 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Northeast Health System 403(b) Retirement Plan covers 2,785 participants in Massachusetts, 4.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $162M.
- #8,471
- in Finance & Insurance (9,261 peers)
- -17.5%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northeast Health System 403(b) Retirement Plan's outsized position by total assets
Northeast Health System 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$161,915,652 Top 5% higher than 95% 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
Northeast Health System 403(b) Retirement 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. Northeast Health System 403(b) Retirement Plan lands in the large band (2,785 participants).
EBSA filing schedule strip
Filing strip 043240453 · Northeast Health System, Inc. PY 2022 · Other
Northeast Health System 403(b) Retirement Plan · $162M · 2,785 · 95th
- RANK $162M
- RANK 2,785
- RANK 95th
- RANK Other
- RANK near Brooklyn Law School Defined Contribution and Tax Deferred Annuity Plan
- RANK ind #8471
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Northeast Health System 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $196M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | -$34M |
| Employer EIN | 043240453 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Health System, Inc.)
Sponsor-wide plan assets over time
All Northeast Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,785 | $162M |
| 2023 | 1 | 2,707 | N/A |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Northeast Health System 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Brooklyn Law School Defined Contribution and Tax Deferred Annuity Plan in NY ($162M); by covered participants it is Retirement Plus of Memorial Health System Hospitals in OH (2,785 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Brooklyn Law School Defined Contribution and Tax Deferred Annuity Plan (NY) $162M · 193
- Robert Morris University Defined Contribution Retirement Plan (PA) $162M · 533
- Sarah Lawrence College 403(b) Retirement Plan (NY) $162M · 595
- Save the Children Federation, Inc. Retirement Savings Plan (CT) $161M · 1,320
Similar participant headcount
Nearest other-state filings by covered participants (2,785 participants); asset peers above are excluded.
- Retirement Plus of Memorial Health System Hospitals (OH) 2,785 · 0 off
- Hope Network Employee 403(b) Plan (MI) 2,783 · 2 off
- Goodwill Industries of Central Texas 403(b) Tda Plan (TX) 2,793 · 8 off
- Care Initiatives 403 (B) Group Retirement Plan (IA) 2,775 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.