Other · DOL Form 5500 · 2022
Southcoast Hospitals Group, Inc. Retirement Plan
Data updated 2026-08-25
- $950M
- Total assets Above avg plan size
- 6,539
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $145,289
- Avg per participant Above avg balance/head
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.
- #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.
- #19,873
- in Healthcare & Social Assistance (20,060 peers)
- -13.5%
- assets change YoY
- 9.5×
- vs typical plan assets (national mean)
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.
Southcoast Health System Partnership Plan's outsized position by total assets
Southcoast Health System Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$950,043,361 Top 1% higher than 99% 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
Southcoast Health System Partnership 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. Southcoast Health System Partnership Plan lands in the large band (6,539 participants).
EBSA filing schedule strip
Filing strip 222592333 · Southcoast Hospitals Group, Inc. PY 2022 · Other
Southcoast Health System Partnership Plan · $950M · 6,539 · 99th
- IND $950M
- IND 6,539
- IND 99th
- IND Other
- IND near Northwestern University Voluntary Savings Plan
- IND ind #19873
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 Massachusetts →
Southcoast Health System Partnership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Southcoast Hospitals Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 19.709872694957973% vs 2022
- 2024 filing year
| 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.
- 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)
Southcoast Health System Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northwestern University Voluntary Savings Plan in IL ($950M); by covered participants it is Guthrie 403(b) Retirement Savings Plan in PA (6,526 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($950M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,539 participants); asset peers above are excluded.
- Guthrie 403(b) Retirement Savings Plan (PA) 6,526 · 13 off
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 6,520 · 19 off
- Sanford 403(b) Retirement Savings Plan (ND) 6,516 · 23 off
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) 6,479 · 60 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.