401(k) · DOL Form 5500 · 2023

Healthcare South P.C. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
167
Participants Small participant base
88th
Percentile by assets National rank
$396,457
Avg per participant High balance/head
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Official DOL plan name: Healthcare South Retirement Plan · Sponsored by Healthcare South P.C. · Massachusetts · Healthcare & Social Assistance

$66M in assets, 167 participants

Healthcare South P.C.'s Healthcare South Retirement Plan reported $66M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,889 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Healthcare South Retirement Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $66M.

#15,889
in Healthcare & Social Assistance (17,684 peers)
+11.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Healthcare South Retirement Plan's outsized position by total assets

Healthcare South Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$66,208,297 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Healthcare South Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcare South Retirement Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthcare South Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Healthcare South Retirement Plan end-of-year assets rose from $60M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043283986 · Healthcare South P.C. PY 2023 · 401(k)

Healthcare South Retirement Plan · $66M · 167 · 88th

  • SCH $66M
  • EBSA 167
  • PART 88th
  • TYPE 401(k)
  • NET near Current Retirement Savings Plan
  • BOOK ind #15889

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 →

Healthcare South Retirement Plan in the asset neighbourhood

Matrix Technologies Profit Sharing & Savings PlanMatrix Technologies Profit S…$66MHealthcare South Retirement PlanHealthcare South Retirement …$66MCurrent Retirement Savings PlanCurrent Retirement Savings P…$66MTravis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$66MPagerduty 401(k) Plan$66M
End-of-year total assets ($M) among Healthcare South Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$66M
Net Income$7M
Employer EIN043283986
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare South P.C.)

Sponsor-wide plan assets over time

All Healthcare South P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 24.011806289020548% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $59.6M $73.9M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 168 $60M
2023 1 167 $66M
2024 1 173 $74M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Healthcare South Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Healthcare South Retirement Plan, Total assets ($B): 0.066208297 · Participants: 167Healthcare South Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Healthcare South Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Healthcare South Retirement Plan side-by-side with 3 peers →

Healthcare South Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Current Retirement Savings Plan in OH ($66M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Healthcare South Retirement Plan assets move in 2023? ▼
Healthcare South Retirement Plan grew at a solid clip - up 11.2% during 2023, from $60M to $66M. Reported net income was $7M.
How have Healthcare South P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare South P.C.'s sponsor-wide assets grew 24.0%, from $60M to $74M.
Where does Healthcare South Retirement Plan rank by assets among Form 5500 filers? ▼
Healthcare South Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healthcare South Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Current Retirement Savings Plan in OH ($66M, 985 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare South Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M in assets).

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 043283986.

Read our methodology - how this data is sourced, computed, and verified.

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