Other · DOL Form 5500 · 2022

J. Arthur Trudeau Memorial Center Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
308
Participants Below avg headcount
66th
Percentile by assets National rank
$34,206
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center · Sponsored by J. Arthur Trudeau Memorial Center · Rhode Island · Healthcare & Social Assistance

$11M in assets, 308 participants

J. Arthur Trudeau Memorial Center's 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center reported $11M in total assets and 308 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.

  • #14,306 in Healthcare & Social Assistance (20,060 peers)

Coverage in Rhode Island

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center covers 308 participants in Rhode Island, about 21% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $11M.

#14,306
in Healthcare & Social Assistance (20,060 peers)
-8.5%
assets change YoY

The plan reported a net loss of $983K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center vs every filed plan by assets

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

$10,535,461 Top 34% higher than 66% 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

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center 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. 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center sits mid-pack in the medium band (308 participants).

DOL schedule card

Filing strip 050310093 · J. Arthur Trudeau Memorial Center PY 2022 · Other

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center · $11M · 308 · 66th

  • EOY $11M
  • EOY 308
  • EOY 66th
  • EOY Other
  • EOY near Connecticut Institute for Communities, Inc. 403(b) DC Plan
  • EOY ind #14306

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 Rhode Island →

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center in the asset neighbourhood

St. Andrews Presbyterian College DC PlanSt. Andrews Presbyterian Col…$11M403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center403(b) Thrift Plan for Emplo…$11MConnecticut Institute for Communities, Inc. 403(b) DC PlanConnecticut Institute for Co…$11MCommunity Hospital Tax Deferred Annuity PlanCommunity Hospital Tax Defer…$11MPlanned Parenthood of Northern New England Tax Sheltered Annuity PlanPlanned Parenthood of Northe…$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$983K
Employer EIN050310093
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Arthur Trudeau Memorial Center)

Sponsor-wide plan assets over time

All J. Arthur Trudeau Memorial Center plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.614830143645353% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $12.8M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 308 $11M
2023 1 413 $12M
2024 1 467 $13M

Nearby Other Plans in Rhode Island

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

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center, Total assets ($B): 0.010535461 · Participants: 308403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial CenterBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.301355502 · Participants: 1283Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.025724455 · Participants: 10171Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.657188413 · Participants: 4906Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.316364623 · Participants: 949Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.296581858 · Participants: 1769Roger Williams University Retirement Plan
403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center vs. nearby Other plans in Rhode Island, assets vs. participants

403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is Connecticut Institute for Communities, Inc. 403(b) DC Plan in CT ($11M); by covered participants it is St. Marks School of Texas Matching Plan in TX (308 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center assets move in 2022?
403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center pulled back noticeably - down 8.5% during 2022, from $12M to $11M. Reported net income was -$983K.
How have J. Arthur Trudeau Memorial Center plan assets changed over time?
Across 3 plan years on file (2022-2024), J. Arthur Trudeau Memorial Center's sponsor-wide assets grew 21.6%, from $11M to $13M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center?
Among Other plans in other states, the closest by assets is Connecticut Institute for Communities, Inc. 403(b) DC Plan in CT ($11M, 339 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of J. Arthur Trudeau Memorial Center?
Among Other plans in other states, the closest by covered participants is St. Marks School of Texas Matching Plan in TX (308 participants, $68M in assets).