Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees-New England Health Care Employees Pension Fund Pension Plan
Data updated 2026-08-11
- $976M
- Total assets
- 8,879
- Participants
- 99th
- Percentile by assets
- $109,911
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $976M
- total plan assets (2023 EOY)
- 8,879
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $109,911
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. New England Health Care Employees Pension Plan reports 8,879 participants - 12x that state average ($976M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $923M |
|---|---|
| Net Assets (End of Year) | $932M |
| Net Income | $65M |
| Employer EIN | 223071963 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-New England Health Care Employees Pension Fund)
| 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
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- The Hartford Retirement Plan for U.S. Employees $3.6B · 7,529
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 (Defined Benefit (Pension), $1.0B, 8,957 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to New England Health Care Employees Pension Plan by total assets, not by location.
- Campbell Soup Company Retirement & Pension Plan (NJ) $976M · 1,996
- Lyondellbasell Pension Plan (TX) $975M · 8,160
- National Fuel Gas Company Retirement Plan (NY) $974M · 836
- United Brotherhood of Carpenters Pension Fund United States Segment (NV) $979M · 1,295
Frequently Asked Questions
How did New England Health Care Employees Pension Plan assets move in 2023? ▼
How have Board of Trustees-New England Health Care Employees Pension Fund plan assets changed over time? ▼
Where does New England Health Care Employees Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to New England Health Care Employees Pension Plan? ▼
Next read for New England Health Care Employees Pensio…
Filing takeaways
Ways to act on New England Health Care Employees Pension Plan's numbers.
- By total assets, New England Health Care Employees Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
- Board of Trustees-New England Health Care Employees Pension Fund's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans