Defined Benefit (Pension) · DOL Form 5500 · 2023
Sturdy Memorial Hospital Inc Pension Plan
Data updated 2026-08-25
- $387M
- Total assets Above avg plan size
- 1,418
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $273,134
- Avg per participant High balance/head
Official DOL plan name: Sturdy Memorial Hospital Inc Retirement Plan · Sponsored by Sturdy Memorial Hospital Inc · Massachusetts · Healthcare & Social Assistance
$387M in assets, 1,418 participants
Sturdy Memorial Hospital Inc's Sturdy Memorial Hospital Inc Retirement Plan reported $387M in total assets and 1,418 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,168 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Sturdy Memorial Hospital Inc Retirement Plan covers 1,418 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $387M.
- #17,168
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Sturdy Memorial Hospital Inc Retirement Plan's outsized position by total assets
Sturdy Memorial Hospital Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$387,304,672 Top 3% higher than 97% 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
Sturdy Memorial Hospital Inc 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. Sturdy Memorial Hospital Inc Retirement Plan lands in the large band (1,418 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sturdy Memorial Hospital Inc Retirement Plan reported net income rose from -$88M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Sturdy Memorial Hospital Inc Retirement Plan end-of-year assets rose from $349M in the plan year 2022 filing to $387M in the plan year 2023 filing.
- Sturdy Memorial Hospital Inc Retirement Plan reported participants rose from 1,376 in the plan year 2022 filing to 1,418 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042768252 · Sturdy Memorial Hospital Inc PY 2023 · Defined Benefit (Pension)
Sturdy Memorial Hospital Inc Retirement Plan · $387M · 1,418 · 97th
- IND $387M
- EOY 1,418
- 5500 97th
- ASSETS Defined Benefit (Pension)
- PCT near Scripps/Journal Pension Plan
- EIN ind #17168
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 →
Sturdy Memorial Hospital Inc Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $387M |
| Net Income | $38M |
| Employer EIN | 042768252 |
| Plan Effective Date | 1969-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sturdy Memorial Hospital Inc)
Sponsor-wide plan assets over time
All Sturdy Memorial Hospital Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 22.058722885634655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,386 | $515M |
| 2023 | 2 | 3,505 | $579M |
| 2024 | 2 | 3,470 | $628M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Sturdy Memorial Hospital Inc Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Scripps/Journal Pension Plan in OH ($387M); by covered participants it is Altru Health System Cash Balance Plan in ND (1,417 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($387M here).
- Scripps/Journal Pension Plan (OH) $387M · 448
- IBEW Local No. 236 Pension Plan (NY) $387M · 1,157
- Blue Bell Creameries, Inc. Pension Plan (TX) $388M · 2,843
- Keystone Employees' Retirement Plan (TX) $388M · 390
Similar participant headcount
Nearest other-state filings by covered participants (1,418 participants); asset peers above are excluded.
- Altru Health System Cash Balance Plan (ND) 1,417 · 1 off
- Allegheny Technologies Incorporated Pension Plan (PA) 1,416 · 2 off
- Smart & Final Pension Plan (CA) 1,422 · 4 off
- Greif Pension Plan (OH) 1,412 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.