Other · DOL Form 5500 · 2023
Sturdy Memorial Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 2,087
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $91,626
- Avg per participant Below avg balance/head
Official DOL plan name: Sturdy Memorial 403(b) Plan · Sponsored by Sturdy Memorial Hospital, Inc. · Massachusetts · Healthcare & Social Assistance
$191M in assets, 2,087 participants
Sturdy Memorial Hospital, Inc.'s Sturdy Memorial 403(b) Plan reported $191M in total assets and 2,087 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,834 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Sturdy Memorial 403(b) Plan covers 2,087 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $191M.
- #16,834
- in Healthcare & Social Assistance (17,684 peers)
- +15.7%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Sturdy Memorial 403(b) Plan's outsized position by total assets
Sturdy Memorial 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$191,223,793 Top 5% higher than 95% 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
Sturdy Memorial 403(b) 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. Sturdy Memorial 403(b) Plan lands in the large band (2,087 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sturdy Memorial 403(b) Plan reported net income rose from -$38M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Sturdy Memorial 403(b) Plan end-of-year assets rose from $165M in the plan year 2022 filing to $191M in the plan year 2023 filing.
- Sturdy Memorial 403(b) Plan reported participants rose from 2,010 in the plan year 2022 filing to 2,087 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042768252 · Sturdy Memorial Hospital, Inc. PY 2023 · Other
Sturdy Memorial 403(b) Plan · $191M · 2,087 · 95th
- PART $191M
- PART 2,087
- PART 95th
- PART Other
- PART near Davidson College Retirement Plan
- PART ind #16834
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 Massachusetts →
Sturdy Memorial 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $26M |
| Employer EIN | 042768252 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sturdy Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Sturdy Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 22.058722885634655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,386 | $515M |
| 2023 | 2 | 3,505 | $579M |
| 2024 | 2 | 3,470 | $628M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Sturdy Memorial 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Davidson College Retirement Plan in NC ($191M); by covered participants it is The Brooklyn Hospital Center 403b Retirement Plan in NY (2,085 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,087 participants); asset peers above are excluded.
- The Brooklyn Hospital Center 403b Retirement Plan (NY) 2,085 · 2 off
- St. Clair Hospital Savings Plan (PA) 2,079 · 8 off
- Los Angeles Philharmonic Association Voluntary 403b Plan (CA) 2,077 · 10 off
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) 2,074 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.