Other · DOL Form 5500 · 2023
Mayo Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $27,794
- Avg per participant Low balance/head
Official DOL plan name: Mayo Healthcare Retirement Savings 403(b) Plan · Sponsored by Mayo Healthcare, Inc. · Vermont · Healthcare & Social Assistance
$2M in assets, 85 participants
Mayo Healthcare, Inc.'s Mayo Healthcare Retirement Savings 403(b) Plan reported $2M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,663 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Mayo Healthcare Retirement Savings 403(b) Plan grew sharply 21.0% in 2023 ($2M → $2M) for 85 participants.
- #5,663
- in Healthcare & Social Assistance (17,684 peers)
- +21.0%
- assets growth YoY
Mayo Healthcare Retirement Savings 403(b) Plan among the smaller filed plans by assets
Mayo Healthcare Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,362,476 32nd percentile higher than 32% 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
Mayo Healthcare Retirement Savings 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayo Healthcare Retirement Savings 403(b) Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mayo Healthcare Retirement Savings 403(b) Plan reported net income rose from -$563K in the plan year 2022 filing to $409K in the plan year 2023 filing.
- Mayo Healthcare Retirement Savings 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mayo Healthcare Retirement Savings 403(b) Plan reported participants fell from 91 in the plan year 2022 filing to 85 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 030140186 · Mayo Healthcare, Inc. PY 2023 · Other
Mayo Healthcare Retirement Savings 403(b) Plan · $2M · 85 · 32nd
- IND $2M
- IND 85
- IND 32nd
- IND Other
- IND near Simpson General Hospital 403(b) Plan
- IND ind #5663
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 Vermont →
Mayo Healthcare Retirement Savings 403(b) Plan in the asset neighbourhood
Mayo Healthcare, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Mayo Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.878500022015133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $2M |
| 2023 | 1 | 85 | $2M |
| 2024 | 1 | 101 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $409K |
| Employer EIN | 030140186 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $294M · 1,104
- Rutland Regional Health Services Retirement Savings Plan $260M · 1,787
- Norwich University Defined Contribution Retirement Plan $170M · 1,126
- World Learning, Inc. Retirement Plan $89M · 464
- Northwestern Medical Center, Inc. 403(b) Plan $80M · 709
Mayo Healthcare Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Simpson General Hospital 403(b) Plan in MS ($2M); by covered participants it is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.