Other · DOL Form 5500 · 2023
Cha General Services, Inc. Retirement Plan
Data updated 2026-08-25
- $316M
- Total assets Above avg plan size
- 3,521
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $89,729
- Avg per participant Below avg balance/head
Official DOL plan name: The Cambridge Health Alliance Partnership Plan · Sponsored by Cha General Services, Inc. · Massachusetts · Healthcare & Social Assistance
$316M in assets, 3,521 participants
Cha General Services, Inc.'s The Cambridge Health Alliance Partnership Plan reported $316M in total assets and 3,521 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,087 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
The Cambridge Health Alliance Partnership Plan covers 3,521 participants in Massachusetts, 5.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $316M.
- #17,087
- in Healthcare & Social Assistance (17,684 peers)
- +12.7%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
The Cambridge Health Alliance Partnership Plan's outsized position by total assets
The Cambridge Health Alliance Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$315,934,800 Top 4% higher than 96% 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
The Cambridge Health Alliance Partnership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cambridge Health Alliance Partnership Plan lands in the large band (3,521 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Cambridge Health Alliance Partnership Plan reported net income rose from -$38M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- The Cambridge Health Alliance Partnership Plan end-of-year assets rose from $280M in the plan year 2022 filing to $316M in the plan year 2023 filing.
- The Cambridge Health Alliance Partnership Plan reported participants fell from 3,569 in the plan year 2022 filing to 3,521 in the plan year 2023 filing.
DOL schedule card
Filing strip 043561265 · Cha General Services, Inc. PY 2023 · Other
The Cambridge Health Alliance Partnership Plan · $316M · 3,521 · 96th
- VS-ST $316M
- BOY 3,521
- SCH 96th
- EBSA Other
- PART near Marist College Defined Contribution Retirement Plan
- TYPE ind #17087
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 →
The Cambridge Health Alliance Partnership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $36M |
| Employer EIN | 043561265 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cha General Services, Inc.)
Sponsor-wide plan assets over time
All Cha General Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $358M 27.784599760843946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,569 | $280M |
| 2023 | 1 | 3,521 | $316M |
| 2024 | 1 | 3,678 | $358M |
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
The Cambridge Health Alliance Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Marist College Defined Contribution Retirement Plan in NY ($316M); by covered participants it is Sarco Employees Retirement Plan in PR (3,515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316M here).
- Marist College Defined Contribution Retirement Plan (NY) $316M · 857
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OR) $316M · 789
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) $315M · 1,222
- Rider University Defined Contribution Retirement Plan (NJ) $314M · 931
Similar participant headcount
Nearest other-state filings by covered participants (3,521 participants); asset peers above are excluded.
- Sarco Employees Retirement Plan (PR) 3,515 · 6 off
- Huntington Memorial Hospital Savings Plan (CA) 3,538 · 17 off
- Centerstone of America, Inc. 403(b) Retirement Plan (TN) 3,541 · 20 off
- Anmed Health 401(a) Retirement Plan (SC) 3,548 · 27 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.