Other · DOL Form 5500 · 2023

Milford Regional Medical Center Retirement Plan

Data updated 2026-08-25

$234M
Total assets Near avg plan size
2,385
Participants Above avg headcount
95th
Percentile by assets National rank
$97,910
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milford Regional Medical Center Partnership Plan · Sponsored by Milford Regional Medical Center · Massachusetts · Healthcare & Social Assistance

$234M in assets, 2,385 participants

Milford Regional Medical Center's Milford Regional Medical Center Partnership Plan reported $234M in total assets and 2,385 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.

  • #16,943 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Milford Regional Medical Center Partnership Plan covers 2,385 participants in Massachusetts, 3.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $234M.

#16,943
in Healthcare & Social Assistance (17,684 peers)
+14.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Milford Regional Medical Center Partnership Plan's outsized position by total assets

Milford Regional Medical Center Partnership Plan vs every filed plan by assets

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

$233,515,330 Top 5% higher than 95% 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

Milford Regional Medical Center Partnership 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. Milford Regional Medical Center Partnership Plan lands in the large band (2,385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milford Regional Medical Center Partnership Plan reported net income rose from -$32M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Milford Regional Medical Center Partnership Plan end-of-year assets rose from $204M in the plan year 2022 filing to $234M in the plan year 2023 filing.
  • Milford Regional Medical Center Partnership Plan reported participants fell from 2,748 in the plan year 2022 filing to 2,385 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042103602 · Milford Regional Medical Center PY 2023 · Other

Milford Regional Medical Center Partnership Plan · $234M · 2,385 · 95th

  • RANK $234M
  • PHOTO 2,385
  • IND 95th
  • EOY Other
  • 5500 near Pacific Lutheran University 403(b) Retirement Plan
  • ASSETS ind #16943

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 →

Milford Regional Medical Center Partnership Plan in the asset neighbourhood

The Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$235MClaremont Mckenna College Academic Retirement PlanClaremont Mckenna College Ac…$234MDepauw University Retirement PlanDepauw University Retirement…$234MPacific Lutheran University 403(b) Retirement PlanPacific Lutheran University …$234MMilford Regional Medical Center Partnership PlanMilford Regional Medical Cen…$234M
End-of-year total assets ($M) among Milford Regional Medical Center Partnership Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$234M
Net Income$30M
Employer EIN042103602
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milford Regional Medical Center)

Sponsor-wide plan assets over time

All Milford Regional Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$256M 25.404879212726627% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $204M $256M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 2,748 $204M
2023 1 2,385 $234M
2024 1 2,439 $256M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Milford Regional Medical Center Partnership Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Milford Regional Medical Center Partnership Plan, Total assets ($B): 0.23351533 · Participants: 2385Milford Regional Medical Center Partnership PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Milford Regional Medical Center Partnership Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Milford Regional Medical Center Partnership Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Pacific Lutheran University 403(b) Retirement Plan in WA ($234M); by covered participants it is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI (2,387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,385 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 Milford Regional Medical Center Partnership Plan assets move in 2023?
Milford Regional Medical Center Partnership Plan grew at a solid clip - up 14.6% during 2023, from $204M to $234M. Reported net income was $30M.
How have Milford Regional Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Milford Regional Medical Center's sponsor-wide assets grew 25.4%, from $204M to $256M.
Where does Milford Regional Medical Center Partnership Plan rank by assets among Form 5500 filers?
Milford Regional Medical Center Partnership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Milford Regional Medical Center Partnership Plan?
Among Other plans in other states, the closest by assets is Pacific Lutheran University 403(b) Retirement Plan in WA ($234M, 646 participants).
Which Other plans cover a similar participant headcount to Milford Regional Medical Center Partnership Plan?
Among Other plans in other states, the closest by covered participants is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI (2,387 participants, $24M in assets).