Other · DOL Form 5500 · 2023
Bridgeport Hospital Retirement Plan
Data updated 2026-08-11
- $249M
- Total assets
- 4,407
- Participants
- 96th
- Percentile by assets
- $56,461
- Avg per participant
Official DOL plan name: Bridgeport Hospital Tax Sheltered Annuity Plan · Sponsored by Bridgeport Hospital · Connecticut · Healthcare & Social Assistance
$249M in assets, 4,407 participants
Bridgeport Hospital's Bridgeport Hospital Tax Sheltered Annuity Plan reported $249M in total assets and 4,407 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #16,970 in Healthcare & Social Assistance (17,684 peers)
Coverage in Connecticut
Bridgeport Hospital Tax Sheltered Annuity Plan covers 4,407 participants in Connecticut, 6.1x the typical Connecticut plan (state average ~718 per filing). Assets: $249M.
- $249M
- total plan assets (2023 EOY)
- 4,407
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $56,461
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bridgeport Hospital Tax Sheltered Annuity Plan reported net income rose from -$37M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Bridgeport Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $210M in the plan year 2022 filing to $249M in the plan year 2023 filing.
- Bridgeport Hospital Tax Sheltered Annuity Plan reported participants rose from 4,377 in the plan year 2022 filing to 4,407 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Bridgeport Hospital Tax Sheltered Annuity Plan reports 4,407 participants - 6.1x that state average ($249M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $249M |
| Net Income | $39M |
| Employer EIN | 060646554 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridgeport Hospital)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,030 | $396M |
| 2023 | 2 | 8,636 | $471M |
| 2024 | 2 | 8,788 | $540M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Bridgeport Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bridgeport Hospital Tax Sheltered Annuity Plan by total assets, not by location.
- Brown Physicians, Inc. 403(b) Plan (RI) $248M · 1,271
- Seattle Children's 403(b) Plan (WA) $250M · 9,337
- Doylestown Hospital 403(b) Retirement Savings Plan (PA) $250M · 3,264
- University Health 403(b) Plan (MO) $247M · 4,269
Frequently Asked Questions
How did Bridgeport Hospital Tax Sheltered Annuity Plan assets move in 2023? ▼
How have Bridgeport Hospital plan assets changed over time? ▼
Where does Bridgeport Hospital Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bridgeport Hospital Tax Sheltered Annuity Plan? ▼
Next read for Bridgeport Hospital Tax Sheltered Annuit…
Filing takeaways
Ways to act on Bridgeport Hospital Tax Sheltered Annuity Plan's numbers.
- By total assets, Bridgeport Hospital Tax Sheltered Annuity 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 Connecticut. Compare plans
- Bridgeport Hospital's sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans