Other · DOL Form 5500 · 2023
South Shore Hospital, Inc. Retirement Plan
Data updated 2026-08-11
- $655M
- Total assets
- 5,591
- Participants
- 98th
- Percentile by assets
- $117,154
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $655M
- total plan assets (2023 EOY)
- 5,591
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $117,154
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. South Shore Hospital Retirement Savings Plan reports 5,591 participants - 8.5x that state average ($655M EOY assets).
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.)
| 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.
South Shore Hospital Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to South Shore Hospital Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did South Shore Hospital Retirement Savings Plan assets move in 2023? ▼
How have South Shore Hospital, Inc. plan assets changed over time? ▼
Where does South Shore Hospital Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to South Shore Hospital Retirement Savings Plan? ▼
Next read for South Shore Hospital Retirement Savings …
Filing takeaways
Ways to act on South Shore Hospital Retirement Savings Plan's numbers.
- By total assets, South Shore Hospital Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- South Shore Hospital, Inc.'s sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans