Other · DOL Form 5500 · 2023

Cottage Hospital Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
304
Participants Below avg headcount
69th
Percentile by assets National rank
$53,533
Avg per participant Low balance/head
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Official DOL plan name: Cottage Hospital Tax-Sheltered Annuity Plan · Sponsored by Cottage Hospital · New Hampshire · Healthcare & Social Assistance

$16M in assets, 304 participants

Cottage Hospital's Cottage Hospital Tax-Sheltered Annuity Plan reported $16M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,035 in Healthcare & Social Assistance (17,684 peers)

Cottage Hospital multi-year trail

Cottage Hospital's plans moved +32.4% in assets from 2022 to 2024; this filing shows Cottage Hospital Tax-Sheltered Annuity Plan at $16M / 304 participants.

#13,035
in Healthcare & Social Assistance (17,684 peers)
+16.7%
assets growth YoY

Cottage Hospital Tax-Sheltered Annuity Plan's outsized position by total assets

Cottage Hospital Tax-Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,274,136 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cottage Hospital Tax-Sheltered Annuity 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. Cottage Hospital Tax-Sheltered Annuity Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cottage Hospital Tax-Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cottage Hospital Tax-Sheltered Annuity Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020223321 · Cottage Hospital PY 2023 · Other

Cottage Hospital Tax-Sheltered Annuity Plan · $16M · 304 · 69th

  • BOY $16M
  • SCH 304
  • EBSA 69th
  • PART Other
  • TYPE near St. Francis Health Services of Morris Tax Deferred Annuity Plan
  • NET ind #13035

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 New Hampshire →

Cottage Hospital Tax-Sheltered Annuity Plan in the asset neighbourhood

403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services403(b) Thrift Plan for Penn-…$16MCottage Hospital Tax-Sheltered Annuity PlanCottage Hospital Tax-Shelter…$16MSt. Francis Health Services of Morris Tax Deferred Annuity PlanSt. Francis Health Services …$16MSun Life Family Health Center, Inc. 403(b) PlanSun Life Family Health Cente…$16MSan Diego Blood Bank 403(b) PlanSan Diego Blood Bank 403(b) …$16M
End-of-year total assets ($M) among Cottage Hospital Tax-Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Cottage Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Cottage Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.44185377759872% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.5M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 303 $14M
2023 1 304 $16M
2024 1 296 $18M

Cottage Hospital filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN020223321
Plan Effective Date1983-01-15
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

Cottage Hospital Tax-Sheltered Annuity Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Cottage Hospital Tax-Sheltered Annuity Plan, Total assets ($B): 0.016274136 · Participants: 304Cottage Hospital Tax-Sheltered Annuity PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Cottage Hospital Tax-Sheltered Annuity Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Cottage Hospital Tax-Sheltered Annuity Plan side-by-side with 3 peers →

Cottage Hospital Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is St. Francis Health Services of Morris Tax Deferred Annuity Plan in MN ($16M); by covered participants it is Carnegie Library of Pittsburgh Retirement Savings Plan in PA (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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.

Frequently Asked Questions

How did Cottage Hospital Tax-Sheltered Annuity Plan assets move in 2023? ▼
Cottage Hospital Tax-Sheltered Annuity Plan grew sharply - up 16.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Cottage Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottage Hospital's sponsor-wide assets grew 32.4%, from $14M to $18M.
Which Other plans are similar in size to Cottage Hospital Tax-Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is St. Francis Health Services of Morris Tax Deferred Annuity Plan in MN ($16M, 1,912 participants).
Which Other plans cover a similar participant headcount to Cottage Hospital Tax-Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Carnegie Library of Pittsburgh Retirement Savings Plan in PA (304 participants, $64M in assets).

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 020223321.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.