401(k) · DOL Form 5500 · 2023

Umass Memorial Health 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
727
Participants Near avg headcount
74th
Percentile by assets National rank
$30,501
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Healthlink Section 401(k) Plan · Sponsored by Umass Memorial Health · Massachusetts · Healthcare & Social Assistance

$22M in assets, 727 participants

Umass Memorial Health's Community Healthlink Section 401(k) Plan reported $22M in total assets and 727 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,884 in Healthcare & Social Assistance (17,684 peers)

Umass Memorial Health multi-year trail

Umass Memorial Health's plans moved +17.7% in assets from 2022 to 2024; this filing shows Community Healthlink Section 401(k) Plan at $22M / 727 participants.

#13,884
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

Community Healthlink Section 401(k) Plan's outsized position by total assets

Community Healthlink Section 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,173,964 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Community Healthlink Section 401(k) 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. Community Healthlink Section 401(k) Plan sits mid-pack in the medium band (727 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Healthlink Section 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Community Healthlink Section 401(k) Plan reported participants fell from 928 in the plan year 2022 filing to 727 in the plan year 2023 filing.
  • Community Healthlink Section 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042626179 · Umass Memorial Health PY 2023 · 401(k)

Community Healthlink Section 401(k) Plan · $22M · 727 · 74th

  • PCT $22M
  • PCT 727
  • PCT 74th
  • PCT 401(k)
  • PCT near Gertrude Hawk Chocolates 401(k) Plan
  • PCT ind #13884

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 →

Community Healthlink Section 401(k) Plan in the asset neighbourhood

Community Healthlink Section 401(k) PlanCommunity Healthlink Section…$22MGertrude Hawk Chocolates 401(k) PlanGertrude Hawk Chocolates 401…$22MHarmony Biosciences 401(k) Retirement Savings PlanHarmony Biosciences 401(k) R…$22MPrecision Valve & Automation, Inc 401(k) PlanPrecision Valve & Automation…$22MGuaranteed Supply Company Employees Savings Plus and Profit Sharing PlanGuaranteed Supply Company Em…$22M
End-of-year total assets ($M) among Community Healthlink Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Umass Memorial Health multi-year asset trail

Sponsor-wide plan assets over time

All Umass Memorial Health plans reported in each filing year

Latest sponsor-wide plan assets
$23M 17.748408867652355% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.7M $23.2M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 928 $20M
2023 1 727 $22M
2024 1 745 $23M

Umass Memorial Health filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN042626179
Plan Effective Date1991-09-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Healthlink Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Community Healthlink Section 401(k) Plan, Total assets ($B): 0.022173964 · Participants: 727Community Healthlink Section 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Community Healthlink Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Community Healthlink Section 401(k) Plan side-by-side with 3 peers →

Community Healthlink Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gertrude Hawk Chocolates 401(k) Plan in PA ($22M); by covered participants it is Pape-Dawson Consulting Engineers, LLC. Employee 401(k) Plan in TX (727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (727 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.

Frequently Asked Questions

How did Community Healthlink Section 401(k) Plan assets move in 2023? ▼
Community Healthlink Section 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $20M to $22M. Reported net income was $2M.
How have Umass Memorial Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umass Memorial Health's sponsor-wide assets grew 17.7%, from $20M to $23M.
Which 401(k) plans are similar in size to Community Healthlink Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gertrude Hawk Chocolates 401(k) Plan in PA ($22M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Community Healthlink Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pape-Dawson Consulting Engineers, LLC. Employee 401(k) Plan in TX (727 participants, $103M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042626179.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.