Other · DOL Form 5500 · 2023
Stamford Health, Inc. Retirement Plan
Data updated 2026-08-25
- $429M
- Total assets Above avg plan size
- 3,482
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $123,149
- Avg per participant Near avg balance/head
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.
- #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.
- #17,204
- in Healthcare & Social Assistance (17,684 peers)
- +25.1%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Stamford Health System Defined Contribution Retirement Plan's outsized position by total assets
Stamford Health System Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$428,804,830 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
Stamford Health System Defined Contribution 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. Stamford Health System Defined Contribution Retirement Plan lands in the large band (3,482 participants).
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.
EBSA filing schedule strip
Filing strip 222476636 · Stamford Health, Inc. PY 2023 · Other
Stamford Health System Defined Contribution Retirement Plan · $429M · 3,482 · 97th
- BOOK $429M
- VS-ST 3,482
- BOY 97th
- SCH Other
- EBSA near Act, Inc. Defined Contribution Retirement Plan
- PART ind #17204
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 Connecticut →
Stamford Health System Defined Contribution Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Stamford Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $504M 16.944490945869944% vs 2022
- 2024 filing year
| 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.
- 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
Stamford Health System Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Act, Inc. Defined Contribution Retirement Plan in IA ($426M); by covered participants it is Peacehealth Southwest Medical Center Retirement Savings Plan in WA (3,487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($429M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,482 participants); asset peers above are excluded.
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) 3,487 · 5 off
- Anmed Health Retirement Savings Plan (SC) 3,474 · 8 off
- Alaska Native Tribal Health Consortium Retirement Savings Plan (AK) 3,491 · 9 off
- Compass Connections 403(b) Retirement Plan (TX) 3,457 · 25 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.