Other · DOL Form 5500 · 2023
Southcoast Hospitals Group, Inc. Retirement Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 6,876
- Participants
- 99th
- Percentile by assets
- $151,944
- Avg per participant
Official DOL plan name: Southcoast Health System Partnership Plan · Sponsored by Southcoast Hospitals Group, Inc. · Massachusetts · Healthcare & Social Assistance
$1.0B in assets, 6,876 participants
Southcoast Hospitals Group, Inc.'s Southcoast Health System Partnership Plan reported $1.0B in total assets and 6,876 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #17,487 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Southcoast Health System Partnership Plan covers 6,876 participants in Massachusetts, 10x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2023 EOY)
- 6,876
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $151,944
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southcoast Health System Partnership Plan reported net income rose from -$149M in the plan year 2022 filing to $95M in the plan year 2023 filing.
- Southcoast Health System Partnership Plan end-of-year assets rose from $950M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- Southcoast Health System Partnership Plan reported participants rose from 6,539 in the plan year 2022 filing to 6,876 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Southcoast Health System Partnership Plan reports 6,876 participants - 10x that state average ($1.0B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $950M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $95M |
| Employer EIN | 222592333 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southcoast Hospitals Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,539 | $950M |
| 2023 | 1 | 6,876 | $1.0B |
| 2024 | 1 | 7,579 | $1.1B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Southcoast Health System Partnership Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Scale composition for Southcoast Health System Partnership Plan
Southcoast Health System Partnership Plan reports $1.0B in end-of-year assets across 6,876 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $151,944 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $95M.
This plan identity (EIN 222592333, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $950M to $1.1B (+19.7%) while covered participants moved from 6,539 to 7,579 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,539 | $950M | Open filing |
| 2023 | 6,876 | $1.0B | This page |
| 2024 · index core | 7,579 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southcoast Health System Partnership Plan (Other, $1.1B, 7,579 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southcoast Health System Partnership Plan by total assets, not by location.
- Southern Methodist University Retirement Plan (TX) $1.0B · 2,281
- Long Island University Retirement Plan (NY) $1.0B · 1,974
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) $1.0B · 8,357
- Honor Health 403(b) Retirement Security Plan (AZ) $1.0B · 13,597
Frequently Asked Questions
How did Southcoast Health System Partnership Plan assets move in 2023? ▼
How have Southcoast Hospitals Group, Inc. plan assets changed over time? ▼
Where does Southcoast Health System Partnership Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southcoast Health System Partnership Plan? ▼
Next read for Southcoast Health System Partnership Pla…
Filing takeaways
Ways to act on Southcoast Health System Partnership Plan's numbers.
- By total assets, Southcoast Health System Partnership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Southcoast Hospitals Group, Inc.'s sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans