Other · DOL Form 5500 · 2022
Mayo Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $21,464
- Avg per participant Low balance/head
Official DOL plan name: Mayo Healthcare Retirement Savings 403(b) Plan · Sponsored by Mayo Healthcare, Inc. · Vermont · Healthcare & Social Assistance
$2M in assets, 91 participants
Mayo Healthcare, Inc.'s Mayo Healthcare Retirement Savings 403(b) Plan reported $2M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,879 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Mayo Healthcare Retirement Savings 403(b) Plan declined sharply 22.4% in 2022 ($3M → $2M) for 91 participants.
- #6,879
- in Healthcare & Social Assistance (20,060 peers)
- -22.4%
- assets change YoY
The plan reported a net loss of $563K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mayo Healthcare Retirement Savings 403(b) Plan among the smaller filed plans by assets
Mayo Healthcare Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,953,202 33rd percentile higher than 33% 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
Mayo Healthcare Retirement Savings 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayo Healthcare Retirement Savings 403(b) Plan is a small filing (91 participants) on this national headcount ladder.
DOL schedule card
Filing strip 030140186 · Mayo Healthcare, Inc. PY 2022 · Other
Mayo Healthcare Retirement Savings 403(b) Plan · $2M · 91 · 33rd
- IND $2M
- IND 91
- IND 33rd
- IND Other
- IND near Columbia Lutheran Ministries 403(b) Retirement Plan
- IND ind #6879
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 Vermont →
Mayo Healthcare Retirement Savings 403(b) Plan in the asset neighbourhood
Mayo Healthcare, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Mayo Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.878500022015133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $2M |
| 2023 | 1 | 85 | $2M |
| 2024 | 1 | 101 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$563K |
| Employer EIN | 030140186 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $269M · 1,039
- Rutland Regional Health Services Retirement Savings Plan $223M · 1,754
- Norwich University Defined Contribution Retirement Plan $154M · 929
- World Learning, Inc. Retirement Plan $80M · 447
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan $61M · 1,227
Mayo Healthcare Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Columbia Lutheran Ministries 403(b) Retirement Plan in WA ($2M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.