Defined Benefit (Pension) · DOL Form 5500 · 2023
Exeter Health Resources, Inc. Pension Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 1,306
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $82,168
- Avg per participant Below avg balance/head
Official DOL plan name: Exeter Health Resources, Inc. Account Balance Pension Plan · Sponsored by Exeter Health Resources, Inc. · New Hampshire · Healthcare & Social Assistance
$107M in assets, 1,306 participants
Exeter Health Resources, Inc.'s Exeter Health Resources, Inc. Account Balance Pension Plan reported $107M in total assets and 1,306 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,407 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Hampshire
Exeter Health Resources, Inc. Account Balance Pension Plan covers 1,306 participants in New Hampshire, 4.3x the typical New Hampshire plan (state average ~301 per filing). Assets: $107M.
- #16,407
- in Healthcare & Social Assistance (17,684 peers)
- +13.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Exeter Health Resources, Inc. Account Balance Pension Plan's outsized position by total assets
Exeter Health Resources, Inc. Account Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$107,311,937 Top 8% higher than 92% 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, Inc. Account Balance Pension 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, Inc. Account Balance Pension Plan lands in the large band (1,306 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Exeter Health Resources, Inc. Account Balance Pension Plan reported net income rose from -$21M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Exeter Health Resources, Inc. Account Balance Pension Plan end-of-year assets rose from $95M in the plan year 2022 filing to $107M in the plan year 2023 filing.
- Exeter Health Resources, Inc. Account Balance Pension Plan reported participants rose from 1,278 in the plan year 2022 filing to 1,306 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 020222126 · Exeter Health Resources, Inc. PY 2023 · Defined Benefit (Pension)
Exeter Health Resources, Inc. Account Balance Pension Plan · $107M · 1,306 · 92nd
- PART $107M
- TYPE 1,306
- NET 92nd
- BOOK Defined Benefit (Pension)
- VS-ST near Franklin Electric Co., Inc. Pension Plan
- BOY ind #16407
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, Inc. Account Balance Pension Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $12M |
| Employer EIN | 020222126 |
| Plan Effective Date | 1965-10-01 |
| 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 Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $626M · 1,514
- Retirement Plan for Employees of Concord Hospital $380M · 3,425
- Elliot Health System Pension Plan $278M · 520
- Catholic Medical Center Pension Plan $221M · 397
- Osram Sylvania Pension Plan $221M · 275
Exeter Health Resources, Inc. Account Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Franklin Electric Co., Inc. Pension Plan in IN ($107M); by covered participants it is The Auto Club Group Cash Value Plan Cash Value Pension Plan in MI (1,306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Franklin Electric Co., Inc. Pension Plan (IN) $107M · 220
- Ng Master Inactive Qualified Plan (VA) $107M · N/A
- Ohio Bricklayers Pension Plan (MI) $107M · 618
- Retirement Plan for Employees of Fairfield Manufacturing Company Inc. (IN) $107M · 171
Similar participant headcount
Nearest other-state filings by covered participants (1,306 participants); asset peers above are excluded.
- The Auto Club Group Cash Value Plan Cash Value Pension Plan (MI) 1,306 · 0 off
- American Cancer Society, Inc. Retirement Annuity Plan (GA) 1,306 · 0 off
- Ims Health Incorporated Retirement Plan (CT) 1,307 · 1 off
- Owensboro Health Retirement Plan (KY) 1,310 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.