Other · DOL Form 5500 · 2022
Umass Memorial Healthalliance-Clinton Hospital, Inc Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $84,893
- Avg per participant Below avg balance/head
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.
- #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.
- #14,391
- in Healthcare & Social Assistance (20,060 peers)
- -19.9%
- assets change YoY
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.
Clinton Hospital Association Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clinton Hospital Association Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,781,413 Top 34% higher than 66% 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
Clinton Hospital Association Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinton Hospital Association Tax Sheltered Annuity Plan sits mid-pack in the medium band (127 participants).
Published 5500 schedule card
Filing strip 042103555 · Umass Memorial Healthalliance-Clinton Hospital, Inc PY 2022 · Other
Clinton Hospital Association Tax Sheltered Annuity Plan · $11M · 127 · 66th
- BOOK $11M
- BOOK 127
- BOOK 66th
- BOOK Other
- BOOK near Masonic Care Community of Ny 403(b) Retirement Savings Plan
- BOOK ind #14391
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 →
Clinton Hospital Association Tax Sheltered Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Umass Memorial Healthalliance-Clinton Hospital, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 15.738804112173815% vs 2022
- 2024 filing year
| 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.
- 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
Clinton Hospital Association Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Masonic Care Community of Ny 403(b) Retirement Savings Plan in NY ($11M); by covered participants it is Oakridge School 403(b) Tda Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Oakridge School 403(b) Tda Plan (TX) 127 · 0 off
- Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) 127 · 0 off
- Toyota De Puerto Rico, Inc. Savings and Investment Plan (PR) 127 · 0 off
- Lutheran Good Shepherd Home 403(b) Plan (MO) 127 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.