Other · DOL Form 5500 · 2023
Southcoast Hospitals Group, Inc. Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 6,876
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $151,944
- Avg per participant Above avg balance/head
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.
- #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.
- #17,487
- in Healthcare & Social Assistance (17,684 peers)
- +10.0%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Southcoast Health System Partnership Plan's outsized position by total assets
Southcoast Health System Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,044,767,970 Top 1% higher than 99% 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
Southcoast Health System 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. Southcoast Health System Partnership Plan lands in the large band (6,876 participants).
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.
Published 5500 schedule card
Filing strip 222592333 · Southcoast Hospitals Group, Inc. PY 2023 · Other
Southcoast Health System Partnership Plan · $1.0B · 6,876 · 99th
- 5500 $1.0B
- ASSETS 6,876
- PCT 99th
- EIN Other
- RANK near Southern Methodist University Retirement Plan
- PHOTO ind #17487
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 →
Southcoast Health System Partnership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Southcoast Hospitals Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 19.709872694957973% vs 2022
- 2024 filing year
| 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.
- 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)
Southcoast Health System Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Southern Methodist University Retirement Plan in TX ($1.0B); by covered participants it is Vanderbilt University Retirement Plan in TN (6,887 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,876 participants); asset peers above are excluded.
- Vanderbilt University Retirement Plan (TN) 6,887 · 11 off
- Midmichigan Health 403b Savings Plan (MI) 6,800 · 76 off
- Willis-Knighton Health System 403(b) Plan (LA) 6,985 · 109 off
- Children's Retirement Income Benefit Plan (OH) 6,988 · 112 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.