Other · DOL Form 5500 · 2023
Middlesex Health Retirement Plan
Data updated 2026-08-25
- $420M
- Total assets Above avg plan size
- 4,477
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $93,834
- Avg per participant Below avg balance/head
Official DOL plan name: Middlesex Retirement Savings and Investment Plan · Sponsored by Middlesex Health · Connecticut · Healthcare & Social Assistance
$420M in assets, 4,477 participants
Middlesex Health's Middlesex Retirement Savings and Investment Plan reported $420M in total assets and 4,477 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,197 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Middlesex Retirement Savings and Investment Plan covers 4,477 participants in Connecticut, 6.2x the typical Connecticut plan (state average ~718 per filing). Assets: $420M.
- #17,197
- in Healthcare & Social Assistance (17,684 peers)
- +19.5%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Middlesex Retirement Savings and Investment Plan's outsized position by total assets
Middlesex Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$420,093,877 Top 3% higher than 97% 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
Middlesex Retirement Savings and Investment 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. Middlesex Retirement Savings and Investment Plan lands in the large band (4,477 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Middlesex Retirement Savings and Investment Plan reported net income rose from -$52M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- Middlesex Retirement Savings and Investment Plan end-of-year assets rose from $351M in the plan year 2022 filing to $420M in the plan year 2023 filing.
- Middlesex Retirement Savings and Investment Plan reported participants rose from 4,254 in the plan year 2022 filing to 4,477 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222676137 · Middlesex Health PY 2023 · Other
Middlesex Retirement Savings and Investment Plan · $420M · 4,477 · 97th
- SCH $420M
- SCH 4,477
- SCH 97th
- SCH Other
- SCH near Stevens Institute of Technology Defined Contributi
- SCH ind #17197
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 →
Middlesex Retirement Savings and Investment Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $351M |
|---|---|
| Net Assets (End of Year) | $420M |
| Net Income | $69M |
| Employer EIN | 222676137 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Health)
Sponsor-wide plan assets over time
All Middlesex Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $473M 34.63535457605019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,254 | $351M |
| 2023 | 1 | 4,477 | $420M |
| 2024 | 1 | 4,437 | $473M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Middlesex Retirement Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Stevens Institute of Technology Defined Contributi in NJ ($420M); by covered participants it is Shriners Hospitals for Children Retirement Savings Plan in FL (4,477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($420M here).
- Stevens Institute of Technology Defined Contributi (NJ) $420M · 1,330
- Solutionhealth & Elliot Health System 403(b) Savings Plan (NH) $421M · 4,668
- University of St. Thomas Retirement Plan (MN) $422M · 2,481
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $425M · 1,696
Similar participant headcount
Nearest other-state filings by covered participants (4,477 participants); asset peers above are excluded.
- Shriners Hospitals for Children Retirement Savings Plan (FL) 4,477 · 0 off
- Nicklaus Children's Health System Retirement Plan (FL) 4,481 · 4 off
- Caromont Health, Inc. Retirement Savings Plan (NC) 4,458 · 19 off
- Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (FL) 4,453 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.