Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Sturdy Memorial Hospital Inc Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sturdy Memorial Hospital Inc · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Sturdy Memorial Hospital Inc Retirement Plan holds $387M for 1,418 participants — about $273,134 per participant, up 10.9% over the 2023 plan year.

$387M
total plan assets (2023 EOY)
1,418
covered participants
$273,134
avg assets per participant
+10.9%
assets growth YoY
Total Assets (2023)
$387M
Participants
1,418
Industry
Healthcare & Social Assistance

What the Filing Says About Sturdy Memorial Hospital Inc Retirement Plan

Sturdy Memorial Hospital Inc Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Sturdy Memorial Hospital Inc, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $387M in total end-of-year assets and covers 1,418 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042768252, and the plan has been effective since 1969-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $349M at the beginning of 2023 to $387M at year-end — a gain of 10.9%. Net assets (after liabilities) closed the year at $387M, with reported net income of $38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$349M
Total Assets (End of Year)$387M
Net Assets (End of Year)$387M
Net Income$38M
Plan TypeDefined Benefit (Pension)
Employer EIN042768252
Plan Effective Date1969-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sturdy Memorial Hospital Inc)

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

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Frequently Asked Questions

How much money is in the Sturdy Memorial Hospital Inc Retirement Plan?
As of the 2023 Form 5500 filing, Sturdy Memorial Hospital Inc Retirement Plan holds $387M in total assets with 1,418 participants. It is sponsored by Sturdy Memorial Hospital Inc.
What type of plan is Sturdy Memorial Hospital Inc Retirement Plan?
Sturdy Memorial Hospital Inc Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1969-10-01. The plan is filed with the U.S. Department of Labor under EIN 042768252.
Who sponsors the Sturdy Memorial Hospital Inc Retirement Plan?
Sturdy Memorial Hospital Inc Retirement Plan is sponsored by Sturdy Memorial Hospital Inc, located in Massachusetts. The sponsor's EIN is 042768252 and the plan operates in the Healthcare & Social Assistance industry.
How did Sturdy Memorial Hospital Inc Retirement Plan perform in 2023?
Sturdy Memorial Hospital Inc Retirement Plan grew by 10.9% during 2023, moving from $349M to $387M in total assets. Net income was $38M.
Where can I find official filings for Sturdy Memorial Hospital Inc Retirement Plan?
Official Form 5500 filings for Sturdy Memorial Hospital Inc Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042768252 or plan name at efast.dol.gov.
How does Sturdy Memorial Hospital Inc Retirement Plan compare to other plans?
You can compare Sturdy Memorial Hospital Inc Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042768252.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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