Other · DOL Form 5500 · 2023
Holyoke Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 2,015
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $29,372
- Avg per participant Low balance/head
Official DOL plan name: Holyoke Medical Center, Inc. 403(b) Retirement Plan · Sponsored by Holyoke Medical Center, Inc. · Massachusetts · Healthcare & Social Assistance
$59M in assets, 2,015 participants
Holyoke Medical Center, Inc.'s Holyoke Medical Center, Inc. 403(b) Retirement Plan reported $59M in total assets and 2,015 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,765 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Holyoke Medical Center, Inc. 403(b) Retirement Plan covers 2,015 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $59M.
- #15,765
- in Healthcare & Social Assistance (17,684 peers)
- +30.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Holyoke Medical Center, Inc. 403(b) Retirement Plan's outsized position by total assets
Holyoke Medical Center, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$59,184,511 Top 13% higher than 87% 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
Holyoke Medical Center, Inc. 403(b) Retirement 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. Holyoke Medical Center, Inc. 403(b) Retirement Plan lands in the large band (2,015 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holyoke Medical Center, Inc. 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Holyoke Medical Center, Inc. 403(b) Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Holyoke Medical Center, Inc. 403(b) Retirement Plan reported participants fell from 2,043 in the plan year 2022 filing to 2,015 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222520073 · Holyoke Medical Center, Inc. PY 2023 · Other
Holyoke Medical Center, Inc. 403(b) Retirement Plan · $59M · 2,015 · 87th
- 5500 $59M
- ASSETS 2,015
- PCT 87th
- EIN Other
- RANK near Society of Actuaries Research Institute 403(b) Retirement Plan
- PHOTO ind #15765
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 →
Holyoke Medical Center, Inc. 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $14M |
| Employer EIN | 222520073 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holyoke Medical Center, Inc.)
Sponsor-wide plan assets over time
All Holyoke Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 45.76248982890971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,312 | $130M |
| 2023 | 2 | 2,255 | $60M |
| 2024 | 1 | 2,127 | $71M |
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
Holyoke Medical Center, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Society of Actuaries Research Institute 403(b) Retirement Plan in IL ($59M); by covered participants it is Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan in CA (2,020 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,015 participants); asset peers above are excluded.
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan (CA) 2,020 · 5 off
- Columbia College Chicago Employees' Retirement Plan (IL) 2,008 · 7 off
- Developmental Disabilities Institute, Inc. 403(b) Plan (NY) 2,025 · 10 off
- Uva Physicians Group Voluntary Tax-Deferred Savings Plan (VA) 2,005 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.