Profit Sharing · DOL Form 5500 · 2022
Umass Memorial Healthalliance-Clinton Hospital, Inc Profit Sharing Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 1,360
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $74,988
- Avg per participant Below avg balance/head
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.
- #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.
- #18,827
- in Healthcare & Social Assistance (20,060 peers)
- -19.7%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Healthalliance Partnership Retirement Savings Plan's outsized position by total assets
Healthalliance Partnership Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$101,983,762 Top 7% higher than 93% 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
Healthalliance Partnership Retirement Savings 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. Healthalliance Partnership Retirement Savings Plan lands in the large band (1,360 participants).
Plan-year Form 5500 strip
Filing strip 042103555 · Umass Memorial Healthalliance-Clinton Hospital, Inc PY 2022 · Profit Sharing
Healthalliance Partnership Retirement Savings Plan · $102M · 1,360 · 93rd
- RANK $102M
- RANK 1,360
- RANK 93rd
- RANK Profit Sharing
- RANK near IBEW Local No. 236 Annuity Plan
- RANK ind #18827
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 →
Healthalliance Partnership Retirement Savings Plan in the asset neighbourhood
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)
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 Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Healthalliance Partnership Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is IBEW Local No. 236 Annuity Plan in NY ($102M); by covered participants it is Baker & Taylor Retirement Savings Plan in NC (1,358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,360 participants); asset peers above are excluded.
- Baker & Taylor Retirement Savings Plan (NC) 1,358 · 2 off
- The J. Paul Getty Trust Defined Contribution Retirement Plan (CA) 1,357 · 3 off
- Bac Local 5 New York Annuity Plan (NY) 1,356 · 4 off
- Three Rivers Annuity Fund (PA) 1,351 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.