Defined Benefit (Pension) · DOL Form 5500 · 2023

Stamford Health, Inc. Pension Plan

Data updated 2026-08-25

$504K
Total assets Small plan by assets
275
Participants Below avg headcount
18th
Percentile by assets National rank
$1,833
Avg per participant Low balance/head
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Official DOL plan name: Stamford Health System Retirement Income Plan · Sponsored by Stamford Health, Inc. · Connecticut · Healthcare & Social Assistance

$504K in assets, 275 participants

Stamford Health, Inc.'s Stamford Health System Retirement Income Plan reported $504K in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,343 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Stamford Health System Retirement Income Plan covers 275 participants in Connecticut, about 38% of the average Connecticut filer (state average ~718 per filing). Assets: $504K.

#2,343
in Healthcare & Social Assistance (17,684 peers)
-99.8%
assets change YoY

The plan reported a net loss of $263M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stamford Health System Retirement Income Plan among the smaller filed plans by assets

Stamford Health System Retirement Income Plan vs every filed plan by assets

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

$504,127 18th percentile higher than 18% 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

Stamford Health System Retirement Income 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. Stamford Health System Retirement Income Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stamford Health System Retirement Income Plan reported net income fell from -$31M in the plan year 2022 filing to -$263M in the plan year 2023 filing.
  • Stamford Health System Retirement Income Plan end-of-year assets fell from $265M in the plan year 2022 filing to $504K in the plan year 2023 filing.
  • Stamford Health System Retirement Income Plan reported participants fell from 286 in the plan year 2022 filing to 275 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222476636 · Stamford Health, Inc. PY 2023 · Defined Benefit (Pension)

Stamford Health System Retirement Income Plan · $504K · 275 · 18th

  • EOY $504K
  • 5500 275
  • ASSETS 18th
  • PCT Defined Benefit (Pension)
  • EIN near Abralot LLC Defined Benefit Pension Plan
  • RANK ind #2343

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 Connecticut →

Stamford Health System Retirement Income Plan in the asset neighbourhood

The Davisboyz Collective Inc. Cash Balance PlanThe Davisboyz Collective Inc…$506KStamford Health System Retirement Income PlanStamford Health System Retir…$504KAbralot LLC Defined Benefit Pension PlanAbralot LLC Defined Benefit …$503KDino Clarizio, M. D. Cash Balance Pension PlanDino Clarizio, M. D. Cash Ba…$503KJohn D Steves Cash Balance PlanJohn D Steves Cash Balance P…$503K
End-of-year total assets ($M) among Stamford Health System Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$265M
Net Assets (End of Year)$504K
Net Income-$263M
Employer EIN222476636
Plan Effective Date1958-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Stamford Health, Inc.)

Sponsor-wide plan assets over time

All Stamford Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$504M 16.944490945869944% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $607M $504M ▼ -16.9%
Year Plans Participants Total Assets
2022 2 3,980 $607M
2023 2 3,757 $429M
2024 1 3,706 $504M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stamford Health System Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Stamford Health System Retirement Income Plan, Total assets ($B): 0.000504127 · Participants: 275Stamford Health System Retirement Income PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Stamford Health System Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Stamford Health System Retirement Income Plan side-by-side with 3 peers →

Stamford Health System Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Abralot LLC Defined Benefit Pension Plan in OR ($503K); by covered participants it is Retirement Income Plan of Utica Mutual Insurance Company in NY (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Stamford Health System Retirement Income Plan assets move in 2023? ▼
Stamford Health System Retirement Income Plan contracted severely - down 99.8% during 2023, from $265M to $504K. Reported net income was -$263M.
How have Stamford Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stamford Health, Inc.'s sponsor-wide assets declined 16.9%, from $607M to $504M.
Where does Stamford Health System Retirement Income Plan rank by assets among Form 5500 filers? ▼
Stamford Health System Retirement Income Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Stamford Health System Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abralot LLC Defined Benefit Pension Plan in OR ($503K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stamford Health System Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan of Utica Mutual Insurance Company in NY (275 participants, $367M 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 222476636.

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.