Other · DOL Form 5500 · 2023
Anna Jaques Hospital Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 1,013
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $74,219
- Avg per participant Below avg balance/head
Official DOL plan name: Anna Jaques 403(b) Retirement Plan · Sponsored by Anna Jaques Hospital · Massachusetts · Healthcare & Social Assistance
$75M in assets, 1,013 participants
Anna Jaques Hospital's Anna Jaques 403(b) Retirement Plan reported $75M in total assets and 1,013 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,038 in Healthcare & Social Assistance (17,684 peers)
Where Anna Jaques 403(b) Retirement Plan sits by assets
Anna Jaques 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 1,013 participants (~$74,219/participant), up 12.5% in 2023.
- #16,038
- in Healthcare & Social Assistance (17,684 peers)
- +12.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Anna Jaques 403(b) Retirement Plan's outsized position by total assets
Anna Jaques 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,183,703 Top 11% higher than 89% 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
Anna Jaques 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. Anna Jaques 403(b) Retirement Plan lands in the large band (1,013 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anna Jaques 403(b) Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Anna Jaques 403(b) Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042104338 · Anna Jaques Hospital PY 2023 · Other
Anna Jaques 403(b) Retirement Plan · $75M · 1,013 · 89th
- IND $75M
- IND 1,013
- IND 89th
- IND Other
- IND near Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians
- IND ind #16038
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 Massachusetts →
Anna Jaques 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $8M |
| Employer EIN | 042104338 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anna Jaques Hospital)
Sponsor-wide plan assets over time
All Anna Jaques Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,021 | $67M |
| 2023 | 1 | 1,013 | $75M |
| 2024 | 1 | 1,082 | 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
Anna Jaques 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians in MD ($75M); by covered participants it is Ascension Healthcare Legacy ERISA 403(b) Plan in MO (1,014 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) $75M · 128
- Westminster College Defined Contribution Retirement Plan (PA) $75M · 271
- Chapters Health System, Inc. Retirement Plan (FL) $75M · 2,073
- Wayne Unc 403(b) Plan (NC) $75M · 1,578
Similar participant headcount
Nearest other-state filings by covered participants (1,013 participants); asset peers above are excluded.
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) 1,014 · 1 off
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement (NJ) 1,011 · 2 off
- Atlantic General Hospital Corporation Tax Deferred Plan (MD) 1,010 · 3 off
- Avance, Inc. 403(b) Plan (TX) 1,008 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.