Other · DOL Form 5500 · 2023
Stamford Health, Inc. Retirement Plan
Data updated 2026-08-11
- $429M
- Total assets
- 3,482
- Participants
- 97th
- Percentile by assets
- $123,149
- Avg per participant
Official DOL plan name: Stamford Health System Defined Contribution Retirement Plan · Sponsored by Stamford Health, Inc. · Connecticut · Healthcare & Social Assistance
$429M in assets, 3,482 participants
Stamford Health, Inc.'s Stamford Health System Defined Contribution Retirement Plan reported $429M in total assets and 3,482 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.
- 97th percentile by assets (of 127,072 plans)
- #17,204 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Stamford Health System Defined Contribution Retirement Plan covers 3,482 participants in Connecticut, 4.9x the typical Connecticut plan (state average ~718 per filing). Assets: $429M.
- $429M
- total plan assets (2023 EOY)
- 3,482
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $123,149
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stamford Health System Defined Contribution Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Stamford Health System Defined Contribution Retirement Plan end-of-year assets rose from $343M in the plan year 2022 filing to $429M in the plan year 2023 filing.
- Stamford Health System Defined Contribution Retirement Plan reported participants fell from 3,694 in the plan year 2022 filing to 3,482 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Stamford Health System Defined Contribution Retirement Plan reports 3,482 participants - 4.9x that state average ($429M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $429M |
| Net Income | $86M |
| Employer EIN | 222476636 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stamford Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,980 | $607M |
| 2023 | 2 | 3,757 | $429M |
| 2024 | 1 | 3,706 | $504M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Stamford Health System Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Similar-Sized Other Plans Nationally
Other plans in other states closest to Stamford Health System Defined Contribution Retirement Plan by total assets, not by location.
- Act, Inc. Defined Contribution Retirement Plan (IA) $426M · 1,043
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (IL) $432M · 10,942
- Swarthmore College Regular Retirement Plan (PA) $425M · 1,091
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $425M · 1,696
Frequently Asked Questions
How did Stamford Health System Defined Contribution Retirement Plan assets move in 2023? ▼
How have Stamford Health, Inc. plan assets changed over time? ▼
Where does Stamford Health System Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Stamford Health System Defined Contribution Retirement Plan's numbers.
- By total assets, Stamford Health System Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Stamford Health, Inc.'s sponsor-wide assets have declined 16.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans