Other · DOL Form 5500 · 2022
Anna Jaques Hospital Retirement Plan
Data updated 2026-08-11
- $67M
- Total assets
- 1,021
- Participants
- 90th
- Percentile by assets
- $65,439
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $67M
- total plan assets (2022 EOY)
- 1,021
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $65,439
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Anna Jaques 403(b) Retirement Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Anna Jaques 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Anna Jaques 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Anna Jaques 403(b) Retirement Plan assets move in 2022? ▼
Where does Anna Jaques 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Anna Jaques 403(b) Retirement Plan? ▼
Next read for Anna Jaques 403(b) Retirement Plan
Scale reading
Ways to act on Anna Jaques 403(b) Retirement Plan's numbers.
- By total assets, Anna Jaques 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans