Other · DOL Form 5500 · 2022
Umass Memorial Healthalliance-Clinton Hospital, Inc Retirement Plan
Data updated 2026-08-11
- $11M
- Total assets
- 127
- Participants
- 66th
- Percentile by assets
- $84,893
- Avg per participant
Official DOL plan name: Clinton Hospital Association Tax Sheltered Annuity Plan · Sponsored by Umass Memorial Healthalliance-Clinton Hospital, Inc · Massachusetts · Healthcare & Social Assistance
$11M in assets, 127 participants
Umass Memorial Healthalliance-Clinton Hospital, Inc's Clinton Hospital Association Tax Sheltered Annuity Plan reported $11M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #14,391 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Clinton Hospital Association Tax Sheltered Annuity Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.
- $11M
- total plan assets (2022 EOY)
- 127
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $84,893
- avg assets per participant
The plan reported a net loss of $3M 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. Clinton Hospital Association Tax Sheltered Annuity Plan reports 127 participants - about 19% of that state average ($11M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 042103555 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Healthalliance-Clinton Hospital, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,487 | $113M |
| 2023 | 2 | 1,547 | $124M |
| 2024 | 2 | 1,516 | $131M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Clinton Hospital Association Tax Sheltered Annuity 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Clinton Hospital Association Tax Sheltered Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Clinton Hospital Association Tax Sheltered Annuity Plan assets move in 2022? ▼
How have Umass Memorial Healthalliance-Clinton Hospital, Inc plan assets changed over time? ▼
Which Other plans are similar in size to Clinton Hospital Association Tax Sheltered Annuity Plan? ▼
Next read for Clinton Hospital Association Tax Shelter…
Filing takeaways
Ways to act on Clinton Hospital Association Tax Sheltered Annuity Plan's numbers.
- By total assets, Clinton Hospital Association Tax Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Umass Memorial Healthalliance-Clinton Hospital, Inc's sponsor-wide assets have grown 15.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans