Other · DOL Form 5500 · 2023
Catholic Medical Center Retirement Plan
Data updated 2026-08-25
- $284M
- Total assets Near avg plan size
- 2,702
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $105,197
- Avg per participant Below avg balance/head
Official DOL plan name: Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan · Sponsored by Catholic Medical Center · New Hampshire · Healthcare & Social Assistance
$284M in assets, 2,702 participants
Catholic Medical Center's Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan reported $284M in total assets and 2,702 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.
- #17,044 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Hampshire
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan covers 2,702 participants in New Hampshire, 9.0x the typical New Hampshire plan (state average ~301 per filing). Assets: $284M.
- #17,044
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan's outsized position by total assets
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$284,243,467 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement 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. Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan lands in the large band (2,702 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan reported net income rose from -$51M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan end-of-year assets rose from $242M in the plan year 2022 filing to $284M in the plan year 2023 filing.
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan reported participants rose from 2,558 in the plan year 2022 filing to 2,702 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 020315693 · Catholic Medical Center PY 2023 · Other
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan · $284M · 2,702 · 96th
- RANK $284M
- PHOTO 2,702
- IND 96th
- EOY Other
- 5500 near Frederick Health 403(b) Plan
- ASSETS ind #17044
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 New Hampshire →
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $284M |
| Net Income | $42M |
| Employer EIN | 020315693 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Medical Center)
Sponsor-wide plan assets over time
All Catholic Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $534M 19.112330510493823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,996 | $448M |
| 2023 | 2 | 3,099 | $505M |
| 2024 | 2 | 3,145 | $534M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.4B · 10,995
- Supplemental Retirement Accounts for All Employees of Dartmouth College $997M · 3,998
- Solutionhealth & Elliot Health System 403(b) Savings Plan $421M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $345M · 64
- Concord Hospital 403(b) Plan $235M · 2,439
Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Frederick Health 403(b) Plan in MD ($283M); by covered participants it is Operating Engineers Local 520 Annuity Plan in IL (2,707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($284M here).
- Frederick Health 403(b) Plan (MD) $283M · 3,374
- Denison University Retirement Plan (OH) $287M · 1,052
- West Virginia University Medical Corporation 403(b) Plan (WV) $282M · 1,761
- Ford Foundation Retirement Plan (NY) $287M · 80
Similar participant headcount
Nearest other-state filings by covered participants (2,702 participants); asset peers above are excluded.
- Operating Engineers Local 520 Annuity Plan (IL) 2,707 · 5 off
- Northeast Health System 403(b) Retirement Plan (MA) 2,707 · 5 off
- John T Mather Memorial Hospital Contribution Retirement Plan (NY) 2,696 · 6 off
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,713 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.