Other · DOL Form 5500 · 2022
Southcoast Hospitals Group, Inc. Retirement Plan
Data updated 2026-08-11
- $950M
- Total assets
- 6,539
- Participants
- 99th
- Percentile by assets
- $145,289
- Avg per participant
Official DOL plan name: Southcoast Health System Partnership Plan · Sponsored by Southcoast Hospitals Group, Inc. · Massachusetts · Healthcare & Social Assistance
$950M in assets, 6,539 participants
Southcoast Hospitals Group, Inc.'s Southcoast Health System Partnership Plan reported $950M in total assets and 6,539 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #19,873 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Southcoast Health System Partnership Plan covers 6,539 participants in Massachusetts, 9.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $950M.
- $950M
- total plan assets (2022 EOY)
- 6,539
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $145,289
- avg assets per participant
The plan reported a net loss of $149M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Southcoast Health System Partnership Plan reports 6,539 participants - 9.9x that state average ($950M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $950M |
| Net Income | -$149M |
| Employer EIN | 222592333 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southcoast Hospitals Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,539 | $950M |
| 2023 | 1 | 6,876 | $1.0B |
| 2024 | 1 | 7,579 | $1.1B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Southcoast Health System Partnership Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Scale composition for Southcoast Health System Partnership Plan
Southcoast Health System Partnership Plan reports $950M in end-of-year assets across 6,539 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $145,289 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$149M.
This plan identity (EIN 222592333, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $950M to $1.1B (+19.7%) while covered participants moved from 6,539 to 7,579 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,539 | $950M | This page |
| 2023 | 6,876 | $1.0B | Open filing |
| 2024 · index core | 7,579 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southcoast Health System Partnership Plan (Other, $1.1B, 7,579 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southcoast Health System Partnership Plan by total assets, not by location.
- Northwestern University Voluntary Savings Plan (IL) $950M · 15,574
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (PA) $951M · 6,614
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $948M · 11,128
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) $960M · 18,993
Frequently Asked Questions
How did Southcoast Health System Partnership Plan assets move in 2022? ▼
How have Southcoast Hospitals Group, Inc. plan assets changed over time? ▼
Where does Southcoast Health System Partnership Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southcoast Health System Partnership Plan? ▼
Next read for Southcoast Health System Partnership Pla…
Filing takeaways
Ways to act on Southcoast Health System Partnership Plan's numbers.
- By total assets, Southcoast Health System Partnership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Southcoast Hospitals Group, Inc.'s sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans