Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees-New England Health Care Employees Pension Fund Pension Plan

Data updated 2026-08-25

$976M
Total assets Above avg plan size
8,879
Participants Very large workforce
99th
Percentile by assets National rank
$109,911
Avg per participant Below avg balance/head
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Official DOL plan name: New England Health Care Employees Pension Plan · Sponsored by Board of Trustees-New England Health Care Employees Pension Fund · Connecticut · Healthcare & Social Assistance

$976M in assets, 8,879 participants

Board of Trustees-New England Health Care Employees Pension Fund's New England Health Care Employees Pension Plan reported $976M in total assets and 8,879 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,472 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

New England Health Care Employees Pension Plan covers 8,879 participants in Connecticut, 12x the typical Connecticut plan (state average ~718 per filing). Assets: $976M.

#17,472
in Healthcare & Social Assistance (17,684 peers)
+5.8%
assets growth YoY
9.8×
vs typical plan assets (national mean)

New England Health Care Employees Pension Plan's outsized position by total assets

New England Health Care Employees Pension Plan vs every filed plan by assets

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

$975,902,992 Top 1% higher than 99% 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

New England Health Care Employees Pension 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. New England Health Care Employees Pension Plan lands in the large band (8,879 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New England Health Care Employees Pension Plan reported net income rose from -$128M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • New England Health Care Employees Pension Plan reported participants rose from 8,223 in the plan year 2022 filing to 8,879 in the plan year 2023 filing.
  • New England Health Care Employees Pension Plan end-of-year assets rose from $923M in the plan year 2022 filing to $976M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223071963 · Board of Trustees-New England Health Care Employees Pension Fund PY 2023 · Defined Benefit (Pension)

New England Health Care Employees Pension Plan · $976M · 8,879 · 99th

  • 5500 $976M
  • ASSETS 8,879
  • PCT 99th
  • EIN Defined Benefit (Pension)
  • RANK near Campbell Soup Company Retirement & Pension Plan
  • PHOTO ind #17472

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 Connecticut →

New England Health Care Employees Pension Plan in the asset neighbourhood

United Brotherhood of Carpenters Pension Fund United States SegmentUnited Brotherhood of Carpen…$979MNew England Health Care Employees Pension PlanNew England Health Care Empl…$976MCampbell Soup Company Retirement & Pension PlanCampbell Soup Company Retire…$976MLyondellbasell Pension Plan$975MNational Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$974M
End-of-year total assets ($M) among New England Health Care Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$923M
Net Assets (End of Year)$932M
Net Income$65M
Employer EIN223071963
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-New England Health Care Employees Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees-New England Health Care Employees Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 13.730732832035294% vs 2022
2024 filing year
$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.92B $1.05B ▲ +14.1%
Year Plans Participants Total Assets
2022 1 8,223 $923M
2023 1 8,879 $976M
2024 1 8,957 $1.0B

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

New England Health Care Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1001020304050 Total assets ($B) Participants New England Health Care Employees Pension Plan, Total assets ($B): 0.975902992 · Participants: 8879New England Health Care Employees Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
New England Health Care Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare New England Health Care Employees Pension Plan side-by-side with 3 peers →

Scale composition for New England Health Care Employees Pension Plan

New England Health Care Employees Pension Plan reports $976M in end-of-year assets across 8,879 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $109,911 per participant (80% of the national average assets-per-participant) . Net income for plan year 2023 was $65M.

This plan identity (EIN 223071963, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $923M to $1.0B (+13.7%) while covered participants moved from 8,223 to 8,957 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,223 $923M Open filing
2023 8,879 $976M This page
2024 · index core 8,957 $1.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

New England Health Care Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Campbell Soup Company Retirement & Pension Plan in NJ ($976M); by covered participants it is SEIU Local 1 & Participating Employers Pension Trust in IL (8,890 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,879 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 New England Health Care Employees Pension Plan assets move in 2023? ▼
New England Health Care Employees Pension Plan grew at a solid clip - up 5.8% during 2023, from $923M to $976M. Reported net income was $65M.
How have Board of Trustees-New England Health Care Employees Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-New England Health Care Employees Pension Fund's sponsor-wide assets grew 13.7%, from $923M to $1.0B.
Where does New England Health Care Employees Pension Plan rank by assets among Form 5500 filers? ▼
New England Health Care Employees Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to New England Health Care Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Campbell Soup Company Retirement & Pension Plan in NJ ($976M, 1,996 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New England Health Care Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is SEIU Local 1 & Participating Employers Pension Trust in IL (8,890 participants, $716M 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 223071963.

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.