Other · DOL Form 5500 · 2022

Melrosewakefield Healthcare Parent Corporation Retirement Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
2,046
Participants Near avg headcount
93rd
Percentile by assets National rank
$48,580
Avg per participant Low balance/head
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Official DOL plan name: Melrosewakefield Healthcare 403(b) Plan · Sponsored by Melrosewakefield Healthcare Parent Corporation · Massachusetts · Healthcare & Social Assistance

$99M in assets, 2,046 participants

Melrosewakefield Healthcare Parent Corporation's Melrosewakefield Healthcare 403(b) Plan reported $99M in total assets and 2,046 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,802 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Melrosewakefield Healthcare 403(b) Plan covers 2,046 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $99M.

#18,802
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Melrosewakefield Healthcare 403(b) Plan's outsized position by total assets

Melrosewakefield Healthcare 403(b) Plan vs every filed plan by assets

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

$99,395,129 Top 7% higher than 93% 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

Melrosewakefield Healthcare 403(b) 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. Melrosewakefield Healthcare 403(b) Plan lands in the large band (2,046 participants).

Form 5500 schedule snapshot

Filing strip 042103587 · Melrosewakefield Healthcare Parent Corporation PY 2022 · Other

Melrosewakefield Healthcare 403(b) Plan · $99M · 2,046 · 93rd

  • EIN $99M
  • RANK 2,046
  • PHOTO 93rd
  • IND Other
  • EOY near Lovelace Biomedical Research Institute Tda and DC Plan
  • 5500 ind #18802

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 →

Melrosewakefield Healthcare 403(b) Plan in the asset neighbourhood

The Wistar Institute Retirement Savings ProgramThe Wistar Institute Retirem…$100MFinancial Accounting Foundation Employees' Tax Sheltered Annuity PlanFinancial Accounting Foundat…$100MLovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$99MMelrosewakefield Healthcare 403(b) PlanMelrosewakefield Healthcare …$99MMount Saint Mary's University 403(b) Retirement PlMount Saint Mary's Universit…$99M
End-of-year total assets ($M) among Melrosewakefield Healthcare 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$99M
Net Income-$13M
Employer EIN042103587
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Melrosewakefield Healthcare Parent Corporation)

Sponsor-wide plan assets over time

All Melrosewakefield Healthcare Parent Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$179M 30.75018670494898% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $258M $179M ▼ -30.8%
Year Plans Participants Total Assets
2022 3 3,927 $258M
2023 2 3,736 $171M
2024 1 1,444 $179M

Nearby Other Plans in Massachusetts

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

Melrosewakefield Healthcare 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Melrosewakefield Healthcare 403(b) Plan, Total assets ($B): 0.099395129 · Participants: 2046Melrosewakefield Healthcare 403(b) 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
Melrosewakefield Healthcare 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Melrosewakefield Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Lovelace Biomedical Research Institute Tda and DC Plan in NM ($99M); 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 (2,046 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 Melrosewakefield Healthcare 403(b) Plan assets move in 2022?
Melrosewakefield Healthcare 403(b) Plan pulled back noticeably - down 11.3% during 2022, from $112M to $99M. Reported net income was -$13M.
How have Melrosewakefield Healthcare Parent Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Melrosewakefield Healthcare Parent Corporation's sponsor-wide assets declined 30.8%, from $258M to $179M.
Where does Melrosewakefield Healthcare 403(b) Plan rank by assets among Form 5500 filers?
Melrosewakefield Healthcare 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Melrosewakefield Healthcare 403(b) Plan?
Among Other plans in other states, the closest by assets is Lovelace Biomedical Research Institute Tda and DC Plan in NM ($99M, 389 participants).
Which Other plans cover a similar participant headcount to Melrosewakefield Healthcare 403(b) 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).