Other · DOL Form 5500 · 2022
Institute for Health Recovery Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $92,910
- Avg per participant Below avg balance/head
Official DOL plan name: Institute for Health Recovery 403(b) DC Plan · Sponsored by Institute for Health Recovery · Massachusetts · Educational Services
$9M in assets, 92 participants
Institute for Health Recovery's Institute for Health Recovery 403(b) DC Plan reported $9M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,807 in Educational Services (4,024 peers)
Institute for Health Recovery multi-year trail
Institute for Health Recovery's plans moved +23.1% in assets from 2022 to 2024; this filing shows Institute for Health Recovery 403(b) DC Plan at $9M / 92 participants.
- #1,807
- in Educational Services (4,024 peers)
- +4.5%
- assets growth YoY
Institute for Health Recovery 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Institute for Health Recovery 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,547,674 Top 38% higher than 62% 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
Institute for Health Recovery 403(b) DC 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. Institute for Health Recovery 403(b) DC Plan is a small filing (92 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 043086647 · Institute for Health Recovery PY 2022 · Other
Institute for Health Recovery 403(b) DC Plan · $9M · 92 · 62nd
- EIN $9M
- EIN 92
- EIN 62nd
- EIN Other
- EIN near Colorado Symphony Association 403(b) Plan
- EIN ind #1807
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 Educational Services retirement plans → · Plans in Massachusetts →
Institute for Health Recovery 403(b) DC Plan in the asset neighbourhood
Institute for Health Recovery multi-year asset trail
Sponsor-wide plan assets over time
All Institute for Health Recovery plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 23.126256335934197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $9M |
| 2023 | 1 | 93 | $9M |
| 2024 | 1 | 101 | $11M |
Institute for Health Recovery filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $371K |
| Employer EIN | 043086647 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
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
Institute for Health Recovery 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Colorado Symphony Association 403(b) Plan in CO ($9M); by covered participants it is Quality Progressions 403(b) Plan in PA (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Quality Progressions 403(b) Plan (PA) 92 · 0 off
- Villa Maria College of Buffalo Retirement Plan (NY) 92 · 0 off
- Sterling College Defined Contribution Plan (KS) 92 · 0 off
- Kentucky Wesleyan College Tda Plan (KY) 92 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.