Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Holyoke Medical Center, Inc. 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Holyoke Medical Center, Inc. · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Holyoke Medical Center, Inc. 403(b) Retirement Plan holds $59M for 2,015 participants — about $29,372 per participant, up 30.3% over the 2023 plan year.

$59M
total plan assets (2023 EOY)
2,015
covered participants
$29,372
avg assets per participant
+30.3%
assets growth YoY
Total Assets (2023)
$59M
Participants
2,015
Industry
Healthcare & Social Assistance

What the Filing Says About Holyoke Medical Center, Inc. 403(b) Retirement Plan

Holyoke Medical Center, Inc. 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Holyoke Medical Center, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $59M in total end-of-year assets and covers 2,015 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222520073, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2023 to $59M at year-end — a gain of 30.3%. Net assets (after liabilities) closed the year at $59M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$59M
Net Assets (End of Year)$59M
Net Income$14M
Plan TypeProfit Sharing
Employer EIN222520073
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holyoke Medical Center, Inc.)

Year Plans Participants Total Assets
2022 2 2,312 $130M
2023 2 2,255 $60M
2024 1 2,127 $71M

Nearby Profit Sharing Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Holyoke Medical Center, Inc. 403(b) Retirement Plan?
As of the 2023 Form 5500 filing, Holyoke Medical Center, Inc. 403(b) Retirement Plan holds $59M in total assets with 2,015 participants. It is sponsored by Holyoke Medical Center, Inc..
What type of plan is Holyoke Medical Center, Inc. 403(b) Retirement Plan?
Holyoke Medical Center, Inc. 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 222520073.
Who sponsors the Holyoke Medical Center, Inc. 403(b) Retirement Plan?
Holyoke Medical Center, Inc. 403(b) Retirement Plan is sponsored by Holyoke Medical Center, Inc., located in Massachusetts. The sponsor's EIN is 222520073 and the plan operates in the Healthcare & Social Assistance industry.
How did Holyoke Medical Center, Inc. 403(b) Retirement Plan perform in 2023?
Holyoke Medical Center, Inc. 403(b) Retirement Plan grew by 30.3% during 2023, moving from $45M to $59M in total assets. Net income was $14M.
Where can I find official filings for Holyoke Medical Center, Inc. 403(b) Retirement Plan?
Official Form 5500 filings for Holyoke Medical Center, Inc. 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222520073 or plan name at efast.dol.gov.
How does Holyoke Medical Center, Inc. 403(b) Retirement Plan compare to other plans?
You can compare Holyoke Medical Center, Inc. 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222520073.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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