Other · DOL Form 5500 · 2023
Clm Center for Life Management Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 276
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $39,357
- Avg per participant Low balance/head
Official DOL plan name: Clm Center for Life Management Tax Sheltered Annuity Plan · Sponsored by Clm Center for Life Management · New Hampshire · Healthcare & Social Assistance
$11M in assets, 276 participants
Clm Center for Life Management's Clm Center for Life Management Tax Sheltered Annuity Plan reported $11M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,656 in Healthcare & Social Assistance (17,684 peers)
Clm Center for Life Management multi-year trail
Clm Center for Life Management's plans moved +32.5% in assets from 2022 to 2024; this filing shows Clm Center for Life Management Tax Sheltered Annuity Plan at $11M / 276 participants.
- #11,656
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
Clm Center for Life Management Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clm Center for Life Management Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,862,499 Top 40% higher than 60% 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
Clm Center for Life Management Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clm Center for Life Management Tax Sheltered Annuity Plan sits mid-pack in the medium band (276 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clm Center for Life Management Tax Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Clm Center for Life Management Tax Sheltered Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Clm Center for Life Management Tax Sheltered Annuity Plan reported participants rose from 244 in the plan year 2022 filing to 276 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 020301530 · Clm Center for Life Management PY 2023 · Other
Clm Center for Life Management Tax Sheltered Annuity Plan · $11M · 276 · 60th
- PHOTO $11M
- IND 276
- EOY 60th
- 5500 Other
- ASSETS near Oda Primary Health Care Network 403(b) Plan
- PCT ind #11656
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 New Hampshire →
Clm Center for Life Management Tax Sheltered Annuity Plan in the asset neighbourhood
Clm Center for Life Management multi-year asset trail
Sponsor-wide plan assets over time
All Clm Center for Life Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 32.50744813693169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $9M |
| 2023 | 1 | 276 | $11M |
| 2024 | 1 | 116 | $12M |
Clm Center for Life Management filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 020301530 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.4B · 10,995
- Supplemental Retirement Accounts for All Employees of Dartmouth College $997M · 3,998
- Solutionhealth & Elliot Health System 403(b) Savings Plan $421M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $345M · 64
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $284M · 2,702
Clm Center for Life Management Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Oda Primary Health Care Network 403(b) Plan in NY ($11M); by covered participants it is Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan in CA (276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Oda Primary Health Care Network 403(b) Plan (NY) $11M · 659
- The New Community School 403(b) DC Plan (VA) $11M · 83
- Vna Retirement Plan (MO) $11M · 129
- Sinai Special Needs Institute 403(b) Plan (NJ) $11M · 212
Similar participant headcount
Nearest other-state filings by covered participants (276 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.