Profit Sharing · DOL Form 5500 · 2022
Umass Memorial Healthalliance-Clinton Hospital, Inc Profit Sharing Plan
Data updated 2026-08-11
- $102M
- Total assets
- 1,360
- Participants
- 93rd
- Percentile by assets
- $74,988
- Avg per participant
Official DOL plan name: Healthalliance Partnership Retirement Savings Plan · Sponsored by Umass Memorial Healthalliance-Clinton Hospital, Inc · Massachusetts · Healthcare & Social Assistance
$102M in assets, 1,360 participants
Umass Memorial Healthalliance-Clinton Hospital, Inc's Healthalliance Partnership Retirement Savings Plan reported $102M in total assets and 1,360 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.
- 93rd percentile by assets (of 139,126 plans)
- #18,827 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Healthalliance Partnership Retirement Savings Plan covers 1,360 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $102M.
- $102M
- total plan assets (2022 EOY)
- 1,360
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $74,988
- avg assets per participant
The plan reported a net loss of $25M 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. Healthalliance Partnership Retirement Savings Plan reports 1,360 participants - 2.1x that state average ($102M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$25M |
| Employer EIN | 042103555 |
| Plan Effective Date | 1990-10-01 |
| 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 Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Healthalliance Partnership Retirement Savings Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Healthalliance Partnership Retirement Savings Plan by total assets, not by location.
- IBEW Local No. 236 Annuity Plan (NY) $102M · 2,101
- Au Medical Center, Inc. 401(a) Retirement Sav Plan (GA) $101M · 3,655
- Dolese Bros. Co. Profit Sharing Plan (OK) $103M · 975
- Cahill Gordon & Reindel LLP Defined Contribution Plan for Partners (NY) $103M · 67
Frequently Asked Questions
How did Healthalliance Partnership Retirement Savings Plan assets move in 2022? ▼
How have Umass Memorial Healthalliance-Clinton Hospital, Inc plan assets changed over time? ▼
Where does Healthalliance Partnership Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Healthalliance Partnership Retirement Savings Plan? ▼
Next read for Healthalliance Partnership Retirement Sa…
Filing takeaways
Ways to act on Healthalliance Partnership Retirement Savings Plan's numbers.
- By total assets, Healthalliance Partnership Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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