Other · DOL Form 5500 · 2023
Exeter Health Resources, Inc Retirement Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 2,533
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $67,584
- Avg per participant Below avg balance/head
Official DOL plan name: Exeter Health Resources 403(b) Retirement Savings Plan · Sponsored by Exeter Health Resources, Inc · New Hampshire · Healthcare & Social Assistance
$171M in assets, 2,533 participants
Exeter Health Resources, Inc's Exeter Health Resources 403(b) Retirement Savings Plan reported $171M in total assets and 2,533 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,773 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Hampshire
Exeter Health Resources 403(b) Retirement Savings Plan covers 2,533 participants in New Hampshire, 8.4x the typical New Hampshire plan (state average ~301 per filing). Assets: $171M.
- #16,773
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Exeter Health Resources 403(b) Retirement Savings Plan's outsized position by total assets
Exeter Health Resources 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$171,189,331 Top 6% higher than 94% 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
Exeter Health Resources 403(b) Retirement Savings 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. Exeter Health Resources 403(b) Retirement Savings Plan lands in the large band (2,533 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Exeter Health Resources 403(b) Retirement Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Exeter Health Resources 403(b) Retirement Savings Plan end-of-year assets rose from $146M in the plan year 2022 filing to $171M in the plan year 2023 filing.
- Exeter Health Resources 403(b) Retirement Savings Plan reported participants rose from 2,451 in the plan year 2022 filing to 2,533 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 020222126 · Exeter Health Resources, Inc PY 2023 · Other
Exeter Health Resources 403(b) Retirement Savings Plan · $171M · 2,533 · 94th
- PART $171M
- TYPE 2,533
- NET 94th
- BOOK Other
- VS-ST near Ochsner Clinic Foundation 403(b) Plan
- BOY ind #16773
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 →
Exeter Health Resources 403(b) Retirement Savings Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $25M |
| Employer EIN | 020222126 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exeter Health Resources, Inc)
Sponsor-wide plan assets over time
All Exeter Health Resources, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $290M 20.354172374765138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,729 | $241M |
| 2023 | 2 | 3,839 | $279M |
| 2024 | 2 | 3,825 | $290M |
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
Exeter Health Resources 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Ochsner Clinic Foundation 403(b) Plan in LA ($171M); by covered participants it is Augusta Health Care 403b Plan in VA (2,542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Ochsner Clinic Foundation 403(b) Plan (LA) $171M · 32,372
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) $171M · 2,839
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan (FL) $172M · 5,230
- Robert Morris University Defined Contribution Retirement Plan (PA) $171M · 413
Similar participant headcount
Nearest other-state filings by covered participants (2,533 participants); asset peers above are excluded.
- Augusta Health Care 403b Plan (VA) 2,542 · 9 off
- Bozeman Health 403(b) Plan (MT) 2,524 · 9 off
- Ohio Living 403(b) Plan (OH) 2,523 · 10 off
- Webster University Defined Contribution Retirement Plan (MO) 2,547 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.