Other · DOL Form 5500 · 2023
Northeast Health System, Inc. Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 2,707
- Participants Above avg headcount
Official DOL plan name: Northeast Health System 403(b) Retirement Plan · Sponsored by Northeast Health System, Inc. · Massachusetts · Finance & Insurance
N/A in assets, 2,707 participants
Northeast Health System, Inc.'s Northeast Health System 403(b) Retirement Plan reported N/A in total assets and 2,707 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Massachusetts
Northeast Health System 403(b) Retirement Plan covers 2,707 participants in Massachusetts, 4.1x the typical Massachusetts plan (state average ~659 per filing). Assets: N/A.
- $28M
- reported net income
Northeast Health System 403(b) 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. Northeast Health System 403(b) Retirement Plan lands in the large band (2,707 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northeast Health System 403(b) Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Northeast Health System 403(b) Retirement Plan reported participants fell from 2,785 in the plan year 2022 filing to 2,707 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043240453 · Northeast Health System, Inc. PY 2023 · Other
Northeast Health System 403(b) Retirement Plan · N/A · 2,707
- PHOTO N/A
- PHOTO 2,707
- PHOTO PY 2023
- PHOTO Other
- PHOTO near Operating Engineers Local 520 Annuity Plan
- PHOTO 4.1× state
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $28M |
| Employer EIN | 043240453 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Health System, Inc.)
Sponsor-wide plan assets over time
All Northeast Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,785 | $162M |
| 2023 | 1 | 2,707 | N/A |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Northeast Health System 403(b) Retirement Plan's closest out-of-state Other peers by headcount
Outside Massachusetts, the nearest Other by covered participants is Operating Engineers Local 520 Annuity Plan in IL (2,707 participants; this filing: 2,707 participants).
Similar participant headcount
Nearest other-state filings by covered participants (2,707 participants); asset peers above are excluded.
- Operating Engineers Local 520 Annuity Plan (IL) 2,707 · 0 off
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) 2,702 · 5 off
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,713 · 6 off
- Saint Joseph's University Retirement Plan (PA) 2,715 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.