Other
2022 plan-year Other DOL Form 5500

Stamford Health System Retirement Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stamford Health, Inc. · Connecticut · Healthcare & Social Assistance

What the 2023 filing shows

Stamford Health System Retirement Income Plan holds $265M for 286 participants — about $925,319 per participant, down 10.5% over the 2022 plan year.

$265M
total plan assets (2022 EOY)
286
covered participants
$925,319
avg assets per participant
-10.5%
assets change YoY

The plan reported a net loss of $31M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$265M
Participants
286
State
Industry
Healthcare & Social Assistance

What the Filing Says About Stamford Health System Retirement Income Plan

Stamford Health System Retirement Income Plan is a Other retirement plan sponsored by Stamford Health, Inc., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $265M in total end-of-year assets and covers 286 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222476636, and the plan has been effective since 1958-09-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $296M at the beginning of 2022 to $265M at year-end — a decline of 10.5%. Net assets (after liabilities) closed the year at $264M, with reported net income of $-30,775,189 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$296M
Total Assets (End of Year)$265M
Net Assets (End of Year)$264M
Net Income$-30,775,189
Plan TypeOther
Employer EIN222476636
Plan Effective Date1958-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Stamford Health, Inc.)

Year Plans Participants Total Assets
2022 2 3,980 $607M
2023 2 3,757 $429M
2024 1 3,706 $504M

Nearby Other Plans in Connecticut

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

Frequently Asked Questions

How much money is in the Stamford Health System Retirement Income Plan?
As of the 2022 Form 5500 filing, Stamford Health System Retirement Income Plan holds $265M in total assets with 286 participants. It is sponsored by Stamford Health, Inc..
What type of plan is Stamford Health System Retirement Income Plan?
Stamford Health System Retirement Income Plan is a Other plan. It has been effective since 1958-09-30. The plan is filed with the U.S. Department of Labor under EIN 222476636.
Who sponsors the Stamford Health System Retirement Income Plan?
Stamford Health System Retirement Income Plan is sponsored by Stamford Health, Inc., located in Connecticut. The sponsor's EIN is 222476636 and the plan operates in the Healthcare & Social Assistance industry.
How did Stamford Health System Retirement Income Plan perform in 2022?
Stamford Health System Retirement Income Plan declined by 10.5% during 2022, moving from $296M to $265M in total assets. Net income was $-30,775,189.
Where can I find official filings for Stamford Health System Retirement Income Plan?
Official Form 5500 filings for Stamford Health System Retirement Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222476636 or plan name at efast.dol.gov.
How does Stamford Health System Retirement Income Plan compare to other plans?
You can compare Stamford Health System Retirement Income Plan against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222476636.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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