401(k) · DOL Form 5500 · 2022

Health New England, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
398
Participants Below avg headcount
91st
Percentile by assets National rank
$186,335
Avg per participant Above avg balance/head
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Official DOL plan name: Health New England 401(k) Retirement Plan · Sponsored by Health New England, Inc. · Massachusetts · Finance & Insurance

$74M in assets, 398 participants

Health New England, Inc.'s Health New England 401(k) Retirement Plan reported $74M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,911 in Finance & Insurance (9,261 peers)

Where Health New England 401(k) Retirement Plan sits by assets

Health New England 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $74M for 398 participants (~$186,335/participant), down 17.1% in 2022.

#7,911
in Finance & Insurance (9,261 peers)
-17.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Health New England 401(k) Retirement Plan's outsized position by total assets

Health New England 401(k) Retirement Plan vs every filed plan by assets

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

$74,161,371 Top 9% higher than 91% 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

Health New England 401(k) Retirement 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. Health New England 401(k) Retirement Plan sits mid-pack in the medium band (398 participants).

DOL schedule card

Filing strip 042864973 · Health New England, Inc. PY 2022 · 401(k)

Health New England 401(k) Retirement Plan · $74M · 398 · 91st

  • VS-ST $74M
  • BOY 398
  • SCH 91st
  • EBSA 401(k)
  • PART near Nhs Affiliated Companies 401(k) Profit Sharing Plan
  • TYPE ind #7911

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Health New England 401(k) Retirement Plan in the asset neighbourhood

Paloma Partners Retirement PlanPaloma Partners Retirement P…$74MHealth New England 401(k) Retirement PlanHealth New England 401(k) Re…$74MNhs Affiliated Companies 401(k) Profit Sharing PlanNhs Affiliated Companies 401…$74MHolley Performance Products, Inc Retirement Accumulation PlanHolley Performance Products,…$74MFoundation for Educational Services, Inc. 401(k) PlanFoundation for Educational S…$74M
End-of-year total assets ($M) among Health New England 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$74M
Net Income-$15M
Employer EIN042864973
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health New England, Inc.)

Sponsor-wide plan assets over time

All Health New England, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 17.58614198219178% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $74.2M $87.2M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 398 $74M
2023 1 406 $82M
2024 1 406 $87M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Health New England 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Health New England 401(k) Retirement Plan, Total assets ($B): 0.074161371 · Participants: 398Health New England 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Health New England 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Health New England 401(k) Retirement Plan side-by-side with 3 peers →

Health New England 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nhs Affiliated Companies 401(k) Profit Sharing Plan in AL ($74M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.

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 Health New England 401(k) Retirement Plan assets move in 2022? ▼
Health New England 401(k) Retirement Plan declined sharply - down 17.1% during 2022, from $90M to $74M. Reported net income was -$15M.
How have Health New England, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health New England, Inc.'s sponsor-wide assets grew 17.6%, from $74M to $87M.
Where does Health New England 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Health New England 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Health New England 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nhs Affiliated Companies 401(k) Profit Sharing Plan in AL ($74M, 4,259 participants).
Which 401(k) plans cover a similar participant headcount to Health New England 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042864973.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.