Other · DOL Form 5500 · 2023
Cambridge Health Alliance Physicians Organization, Inc. Retirement Plan
Data updated 2026-08-25
- $232M
- Total assets Near avg plan size
- 653
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $355,137
- Avg per participant High balance/head
Official DOL plan name: Cambridge Health Alliance Physicians Organization 403b Plan · Sponsored by Cambridge Health Alliance Physicians Organization, Inc. · Massachusetts · Healthcare & Social Assistance
$232M in assets, 653 participants
Cambridge Health Alliance Physicians Organization, Inc.'s Cambridge Health Alliance Physicians Organization 403b Plan reported $232M in total assets and 653 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,941 in Healthcare & Social Assistance (17,684 peers)
Where Cambridge Health Alliance Physicians Organization 403b Plan sits by assets
Cambridge Health Alliance Physicians Organization 403b Plan sits in the top 5% of all filed plans by assets, $232M for 653 participants (~$355,137/participant), up 19.6% in 2023.
- #16,941
- in Healthcare & Social Assistance (17,684 peers)
- +19.6%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Cambridge Health Alliance Physicians Organization 403b Plan's outsized position by total assets
Cambridge Health Alliance Physicians Organization 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$231,904,768 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cambridge Health Alliance Physicians Organization 403b Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cambridge Health Alliance Physicians Organization 403b Plan sits mid-pack in the medium band (653 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cambridge Health Alliance Physicians Organization 403b Plan reported net income rose from -$49M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Cambridge Health Alliance Physicians Organization 403b Plan end-of-year assets rose from $194M in the plan year 2022 filing to $232M in the plan year 2023 filing.
- Cambridge Health Alliance Physicians Organization 403b Plan reported participants fell from 690 in the plan year 2022 filing to 653 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043167608 · Cambridge Health Alliance Physicians Organization, Inc. PY 2023 · Other
Cambridge Health Alliance Physicians Organization 403b Plan · $232M · 653 · 95th
- 5500 $232M
- ASSETS 653
- PCT 95th
- EIN Other
- RANK near The Driscoll Children's Health Employer Matching and Retirement Plan
- PHOTO ind #16941
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 →
Cambridge Health Alliance Physicians Organization 403b Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | $38M |
| Employer EIN | 043167608 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cambridge Health Alliance Physicians Organization, Inc.)
Sponsor-wide plan assets over time
All Cambridge Health Alliance Physicians Organization, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $245M 26.512599877480213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 690 | $194M |
| 2023 | 1 | 653 | $232M |
| 2024 | 1 | 620 | $245M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Cambridge Health Alliance Physicians Organization 403b Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Driscoll Children's Health Employer Matching and Retirement Plan in TX ($231M); by covered participants it is Children's Health System, Inc. Defined Contribution Plan in VA (652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232M here).
- The Driscoll Children's Health Employer Matching and Retirement Plan (TX) $231M · 2,424
- Morehouse School of Medicine 403(b) Plan (GA) $231M · 776
- Reed College Retirement Plan (OR) $231M · 631
- The College of Wooster Defined Contribution Plan (OH) $231M · 497
Similar participant headcount
Nearest other-state filings by covered participants (653 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.