Other · DOL Form 5500 · 2023

Charles Cole Memorial Hospital Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: N/A
Participants Small participant base: 67th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Charles Cole Memorial Hospital Retirement Savings Plan · Sponsored by Charles Cole Memorial Hospital · Pennsylvania · Healthcare & Social Assistance

$15M in assets, N/A participants

Charles Cole Memorial Hospital's Charles Cole Memorial Hospital Retirement Savings Plan reported $15M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#12,742 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Charles Cole Memorial Hospital Retirement Savings Plan holds $15M for N/A participants, above the median plan by assets.

#12,742
in Healthcare & Social Assistance (17,684 peers): -2.2%
assets change YoY

The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Cole Memorial Hospital Retirement Savings Plan's outsized position by total assets

Charles Cole Memorial Hospital Retirement Savings Plan vs every filed plan by assets

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

$14,907,554 Top 33% higher than 67% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Charles Cole Memorial Hospital Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$168K in the plan year 2023 filing.
Charles Cole Memorial Hospital Retirement Savings Plan end-of-year assets fell from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 240802108 · Charles Cole Memorial Hospital PY 2023 · Other

Charles Cole Memorial Hospital Retirement Savings Plan · $15M · N/A · 67th

PCT $15M
EIN N/A
RANK 67th
PHOTO Other
IND near Aaci 403(b) Retirement Plan
EOY ind #12742

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 Pennsylvania →

End-of-year total assets ($M) among Charles Cole Memorial Hospital Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$15M
Net Income	-$168K
Employer EIN	240802108
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Charles Cole Memorial Hospital)

Latest sponsor-wide plan assets: $14M 8.804397152330388% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$15M
2023	1	N/A	$15M
2024	1	N/A	$14M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Charles Cole Memorial Hospital Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

The University of Pennsylvania Matching Plan $6.3B · 20,979
Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
Jefferson Defined Contribution Retirement Plan $2.5B · 15,783

Compare Charles Cole Memorial Hospital Retirement Savings Plan side-by-side with 3 peers →

Charles Cole Memorial Hospital Retirement Savings Plan's closest out-of-state Other peers by assets

Outside Pennsylvania, the nearest Other by end-of-year assets is Aaci 403(b) Retirement Plan in CA at $15M (this filing: $15M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Aaci 403(b) Retirement Plan (CA) $15M · 245
Village Community School 403(b) Defined Contribution Plan (NY) $15M · 93
403(b) Thrift Plan Indiana Health Centers, Inc. (IN) $15M · 299
Hyde Schools' Employee Retirement Plan (ME) $15M · 135

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 Charles Cole Memorial Hospital Retirement Savings Plan assets move in 2023? ▼

Charles Cole Memorial Hospital Retirement Savings Plan edged down modestly - down 2.2% during 2023, from $15M to $15M. Reported net income was -$168K.

How have Charles Cole Memorial Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charles Cole Memorial Hospital's sponsor-wide assets declined 8.8%, from $15M to $14M.

Which Other plans are similar in size to Charles Cole Memorial Hospital Retirement Savings Plan? ▼

Among Other plans in other states, the closest by assets is Aaci 403(b) Retirement Plan in CA ($15M, 245 participants).

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 240802108.