Other · DOL Form 5500 · 2022
Anna Jaques Hospital Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,021
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $65,439
- Avg per participant Low balance/head
Official DOL plan name: Anna Jaques 403(b) Retirement Plan · Sponsored by Anna Jaques Hospital · Massachusetts · Healthcare & Social Assistance
$67M in assets, 1,021 participants
Anna Jaques Hospital's Anna Jaques 403(b) Retirement Plan reported $67M in total assets and 1,021 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,381 in Healthcare & Social Assistance (20,060 peers)
Where Anna Jaques 403(b) Retirement Plan sits by assets
Anna Jaques 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $67M for 1,021 participants (~$65,439/participant), down 18.7% in 2022.
- #18,381
- in Healthcare & Social Assistance (20,060 peers)
- -18.7%
- 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.
Anna Jaques 403(b) Retirement Plan's outsized position by total assets
Anna Jaques 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,813,504 Top 10% higher than 90% 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
Anna Jaques 403(b) Retirement 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. Anna Jaques 403(b) Retirement Plan lands in the large band (1,021 participants).
Form 5500 schedule snapshot
Filing strip 042104338 · Anna Jaques Hospital PY 2022 · Other
Anna Jaques 403(b) Retirement Plan · $67M · 1,021 · 90th
- RANK $67M
- PHOTO 1,021
- IND 90th
- EOY Other
- 5500 near Bellevue University Defined Contribution Retirement Plan
- ASSETS ind #18381
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 →
Anna Jaques 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$15M |
| Employer EIN | 042104338 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anna Jaques Hospital)
Sponsor-wide plan assets over time
All Anna Jaques Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,021 | $67M |
| 2023 | 1 | 1,013 | $75M |
| 2024 | 1 | 1,082 | N/A |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Anna Jaques 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bellevue University Defined Contribution Retirement Plan in NE ($67M); by covered participants it is Defined Contribution Retirement Plan for Faculty of the University of Miami in FL (1,019 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,021 participants); asset peers above are excluded.
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) 1,019 · 2 off
- Fhn Matching Tax Deferred Annuity Plan (IL) 1,024 · 3 off
- Helen Ross Mcnabb Center, Inc., Retirement Plan (TN) 1,024 · 3 off
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,017 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.