Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN

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

MOUNT AUBURN HOSPITAL

This Profit Sharing plan holds $505M in total assets and serves 2,146 participants as of 2022. It is sponsored by MOUNT AUBURN HOSPITAL in Massachusetts. The plan reported positive net income of $46M for the year.

Total Assets (2023)
$505M
Participants
2,146
Industry
Healthcare & Social Assistance

What the Filing Says About THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN

THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN is a Profit Sharing retirement plan sponsored by MOUNT AUBURN HOSPITAL, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $505M in total end-of-year assets and covers 2,146 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103606, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $459M at the beginning of 2022 to $505M at year-end — a gain of 9.9%. Net assets (after liabilities) closed the year at $505M, with reported net income of $46M 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)$459M
Total Assets (End of Year)$505M
Net Assets (End of Year)$505M
Net Income$46M
Plan TypeProfit Sharing
Employer EIN042103606
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MOUNT AUBURN HOSPITAL)

Year Plans Participants Total Assets
2022 1 2,146 $505M
2023 1 2,781 $588M
2024 1 2,762 N/A

Nearby Profit Sharing Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN?
As of the 2022 Form 5500 filing, THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN holds $505M in total assets with 2,146 participants. It is sponsored by MOUNT AUBURN HOSPITAL.
What type of plan is THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN?
THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN is a Profit Sharing plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 042103606.
Who sponsors the THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN?
THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN is sponsored by MOUNT AUBURN HOSPITAL, located in Massachusetts. The sponsor's EIN is 042103606 and the plan operates in the Healthcare & Social Assistance industry.
How did THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN perform in 2022?
THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN grew by 9.9% during 2022, moving from $459M to $505M in total assets. Net income was $46M.
Where can I find official filings for THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN?
Official Form 5500 filings for THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103606 or plan name at efast.dol.gov.
How does THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN compare to other plans?
You can compare THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN against other Profit Sharing plans on the plan type page, or view plans in Massachusetts 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 042103606.

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 official public datasets. See our methodology for details.