Other · DOL Form 5500 · 2023
South Shore Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $655M
- Total assets Above avg plan size
- 5,591
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $117,154
- Avg per participant Below avg balance/head
Official DOL plan name: South Shore Hospital Retirement Savings Plan · Sponsored by South Shore Hospital, Inc. · Massachusetts · Healthcare & Social Assistance
$655M in assets, 5,591 participants
South Shore Hospital, Inc.'s South Shore Hospital Retirement Savings Plan reported $655M in total assets and 5,591 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,345 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
South Shore Hospital Retirement Savings Plan covers 5,591 participants in Massachusetts, 8.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $655M.
- #17,345
- in Healthcare & Social Assistance (17,684 peers)
- +16.1%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
South Shore Hospital Retirement Savings Plan's outsized position by total assets
South Shore Hospital Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$655,006,303 Top 2% higher than 98% 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
South Shore Hospital 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. South Shore Hospital Retirement Savings Plan lands in the large band (5,591 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Shore Hospital Retirement Savings Plan reported net income rose from -$78M in the plan year 2022 filing to $91M in the plan year 2023 filing.
- South Shore Hospital Retirement Savings Plan end-of-year assets rose from $564M in the plan year 2022 filing to $655M in the plan year 2023 filing.
- South Shore Hospital Retirement Savings Plan reported participants fell from 5,933 in the plan year 2022 filing to 5,591 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042769210 · South Shore Hospital, Inc. PY 2023 · Other
South Shore Hospital Retirement Savings Plan · $655M · 5,591 · 98th
- SCH $655M
- SCH 5,591
- SCH 98th
- SCH Other
- SCH near St. Luke's Health Network 403(b) Plan
- SCH ind #17345
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 →
South Shore Hospital Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $564M |
|---|---|
| Net Assets (End of Year) | $655M |
| Net Income | $91M |
| Employer EIN | 042769210 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Shore Hospital, Inc.)
Sponsor-wide plan assets over time
All South Shore Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $727M 28.775095989007514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,537 | $564M |
| 2023 | 1 | 5,591 | $655M |
| 2024 | 1 | 6,005 | $727M |
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
Scale composition for South Shore Hospital Retirement Savings Plan
South Shore Hospital Retirement Savings Plan reports $655M in end-of-year assets across 5,591 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $117,154 per participant (85% of the national average assets-per-participant) . Net income for plan year 2023 was $91M.
This plan identity (EIN 042769210, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $564M to $727M (+28.9%) while covered participants moved from 5,933 to 6,005 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,933 | $564M | Open filing |
| 2023 | 5,591 | $655M | This page |
| 2024 · index core | 6,005 | $727M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- South Shore Health Retirement Savings Plan (Other, $727M, 6,005 participants)
South Shore Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is St. Luke's Health Network 403(b) Plan in PA ($656M); by covered participants it is Brown University Defined Contribution Deferred Vesting Retirement Plan in RI (5,630 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($655M here).
- St. Luke's Health Network 403(b) Plan (PA) $656M · 18,569
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $657M · 19,016
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $653M · 2,190
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) $653M · 7,431
Similar participant headcount
Nearest other-state filings by covered participants (5,591 participants); asset peers above are excluded.
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) 5,630 · 39 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,644 · 53 off
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) 5,646 · 55 off
- Rady Children's Hospital- San Diego 403(b) Plan (CA) 5,533 · 58 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.