Other · DOL Form 5500 · 2022

Holyoke Medical Center, Inc. Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
2,043
Participants Near avg headcount
87th
Percentile by assets National rank
$22,236
Avg per participant Low balance/head
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Official DOL plan name: Holyoke Medical Center, Inc. 403(b) Retirement Plan · Sponsored by Holyoke Medical Center, Inc. · Massachusetts · Healthcare & Social Assistance

$45M in assets, 2,043 participants

Holyoke Medical Center, Inc.'s Holyoke Medical Center, Inc. 403(b) Retirement Plan reported $45M in total assets and 2,043 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,884 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Holyoke Medical Center, Inc. 403(b) Retirement Plan covers 2,043 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $45M.

#17,884
in Healthcare & Social Assistance (20,060 peers)
-11.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holyoke Medical Center, Inc. 403(b) Retirement Plan's outsized position by total assets

Holyoke Medical Center, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,427,507 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Holyoke Medical Center, Inc. 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. Holyoke Medical Center, Inc. 403(b) Retirement Plan lands in the large band (2,043 participants).

DOL schedule card

Filing strip 222520073 · Holyoke Medical Center, Inc. PY 2022 · Other

Holyoke Medical Center, Inc. 403(b) Retirement Plan · $45M · 2,043 · 87th

  • EIN $45M
  • RANK 2,043
  • PHOTO 87th
  • IND Other
  • EOY near The Buckley School in the City of New York 403(b) Defined Contribution Plan
  • 5500 ind #17884

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 →

Holyoke Medical Center, Inc. 403(b) Retirement Plan in the asset neighbourhood

The Buckley School in the City of New York 403(b) Defined Contribution PlanThe Buckley School in the Ci…$45MHolyoke Medical Center, Inc. 403(b) Retirement PlanHolyoke Medical Center, Inc.…$45MRehabilitation Institute of Chicago D/B/a Shirley Ryan Abilitylab 403(b) Retirement PlanRehabilitation Institute of …$45MThe Town School Defined Contribution Retirement PlanThe Town School Defined Cont…$45MThe Bush School 403(b) Retirement PlanThe Bush School 403(b) Retir…$45M
End-of-year total assets ($M) among Holyoke Medical Center, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$45M
Net Income-$6M
Employer EIN222520073
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holyoke Medical Center, Inc.)

Sponsor-wide plan assets over time

All Holyoke Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 45.76248982890971% vs 2022
2024 filing year
$50M$100M$150M 202220232024 $130M $70.5M ▼ -45.8%
Year Plans Participants Total Assets
2022 2 2,312 $130M
2023 2 2,255 $60M
2024 1 2,127 $71M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Holyoke Medical Center, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Holyoke Medical Center, Inc. 403(b) Retirement Plan, Total assets ($B): 0.045427507 · Participants: 2043Holyoke Medical Center, Inc. 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Holyoke Medical Center, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Holyoke Medical Center, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Holyoke Medical Center, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Buckley School in the City of New York 403(b) Defined Contribution Plan in NY ($45M); by covered participants it is Howard Hughes Medical Institute Retirement Savings Plan in MD (2,041 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,043 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Holyoke Medical Center, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Holyoke Medical Center, Inc. 403(b) Retirement Plan pulled back noticeably - down 11.8% during 2022, from $52M to $45M. Reported net income was -$6M.
How have Holyoke Medical Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holyoke Medical Center, Inc.'s sponsor-wide assets declined 45.8%, from $130M to $71M.
Where does Holyoke Medical Center, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Holyoke Medical Center, Inc. 403(b) Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Holyoke Medical Center, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Buckley School in the City of New York 403(b) Defined Contribution Plan in NY ($45M, 116 participants).
Which Other plans cover a similar participant headcount to Holyoke Medical Center, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Howard Hughes Medical Institute Retirement Savings Plan in MD (2,041 participants, $1.6B in assets).

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 222520073.

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.