IRA-Based
2023 plan-year IRA-Based DOL Form 5500

MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN

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

MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION

This IRA-Based plan holds N/A in total assets and serves 2,140 participants as of 2023. It is sponsored by MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION in Massachusetts. The plan reported positive net income of $10M for the year.

Total Assets (2023)
N/A
Participants
2,140
Industry
Healthcare & Social Assistance

What the Filing Says About MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN

MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN is a IRA-Based retirement plan sponsored by MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2,140 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103587, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $10M 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)$99M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$10M
Plan TypeIRA-Based
Employer EIN042103587
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION)

Year Plans Participants Total Assets
2022 3 3,927 $258M
2023 2 3,736 $171M
2024 1 1,444 $179M

Nearby IRA-Based Plans in Massachusetts

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN?
As of the 2023 Form 5500 filing, MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN holds N/A in total assets with 2,140 participants. It is sponsored by MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION.
What type of plan is MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN?
MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN is a IRA-Based plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 042103587.
Who sponsors the MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN?
MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN is sponsored by MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION, located in Massachusetts. The sponsor's EIN is 042103587 and the plan operates in the Healthcare & Social Assistance industry.
How did MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN perform in 2023?
MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN held N/A in total assets at the end of 2023. Net income was $10M.
Where can I find official filings for MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN?
Official Form 5500 filings for MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103587 or plan name at efast.dol.gov.
How does MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN compare to other plans?
You can compare MELROSEWAKEFIELD HEALTHCARE 403(B) PLAN against other IRA-Based 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.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042103587.

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.