Other · DOL Form 5500 · 2022

Northeast Health System, Inc. Retirement Plan

Data updated 2026-08-11

$162M
Total assets
2,785
Participants
95th
Percentile by assets
$58,138
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$162M
total plan assets (2022 EOY)
2,785
covered participants
95th
percentile by assets (of 139,126 plans)
$58,138
avg assets per participant

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.

Where Northeast Health System 403(b) Retirement Plan sits 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

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Northeast Health System 403(b) Retirement Plan reports 2,785 participants - 4.2x that state average ($162M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$162M
Net Income-$34M
Employer EIN043240453
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Health System, Inc.)

$-50M$0M$50M$100M$150M$200M 20222023 $162M $0M ▼ -100.0%
Total plan assets by year, all Northeast Health System, Inc. plans on file
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.

Northeast Health System 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Northeast Health Sys…, Total assets ($B): 0.161915652 · Participants: 2785Northeast Health Sys…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Northeast Health System 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Northeast Health System 403(b) Retiremen… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Northeast Health System 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Northeast Health System 403(b) Retirement Plan assets move in 2022? ▼
Northeast Health System 403(b) Retirement Plan declined sharply - down 17.5% during 2022, from $196M to $162M. Reported net income was -$34M.
Where does Northeast Health System 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Northeast Health System 403(b) Retirement Plan ranks in the 95th 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 Northeast Health System 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brooklyn Law School Defined Contribution and Tax Deferred Annuity Plan in NY ($162M, 193 participants).

Next read for Northeast Health System 403(b) Retiremen…

Filing takeaways

Ways to act on Northeast Health System 403(b) Retirement Plan's numbers.

  • By total assets, Northeast Health System 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans

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 043240453.

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.