Profit Sharing · DOL Form 5500 · 2023
Umass Memorial Healthalliance-Clinton Hospital, Inc Profit Sharing Plan
Data updated 2026-08-11
- $111M
- Total assets
- 1,438
- Participants
- 92nd
- Percentile by assets
- $77,178
- Avg per participant
Official DOL plan name: Healthalliance Partnership Retirement Savings Plan · Sponsored by Umass Memorial Healthalliance-Clinton Hospital, Inc · Massachusetts · Healthcare & Social Assistance
$111M in assets, 1,438 participants
Umass Memorial Healthalliance-Clinton Hospital, Inc's Healthalliance Partnership Retirement Savings Plan reported $111M in total assets and 1,438 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #16,441 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Healthalliance Partnership Retirement Savings Plan covers 1,438 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $111M.
- $111M
- total plan assets (2023 EOY)
- 1,438
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $77,178
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthalliance Partnership Retirement Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Healthalliance Partnership Retirement Savings Plan end-of-year assets rose from $102M in the plan year 2022 filing to $111M in the plan year 2023 filing.
- Healthalliance Partnership Retirement Savings Plan reported participants rose from 1,360 in the plan year 2022 filing to 1,438 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Healthalliance Partnership Retirement Savings Plan reports 1,438 participants - 2.2x that state average ($111M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $9M |
| Employer EIN | 042103555 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Healthalliance-Clinton Hospital, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,487 | $113M |
| 2023 | 2 | 1,547 | $124M |
| 2024 | 2 | 1,516 | $131M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Healthalliance Partnership Retirement Savings Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Healthalliance Partnership Retirement Savings Plan by total assets, not by location.
- Ufcw Local 342 Savings and 401(k) Plan (NY) $111M · 8,288
- Brooks Rehabilitation 403(b) Retirement Plan (FL) $111M · 1,756
- Mbi, Inc. Profit Sharing Plan & Trust (CT) $111M · 333
- Duquesne Family Office LLC Profit Sharing Plan (PA) $110M · 45
Frequently Asked Questions
How did Healthalliance Partnership Retirement Savings Plan assets move in 2023? ▼
How have Umass Memorial Healthalliance-Clinton Hospital, Inc plan assets changed over time? ▼
Where does Healthalliance Partnership Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Healthalliance Partnership Retirement Savings Plan? ▼
Next read for Healthalliance Partnership Retirement Sa…
Filing takeaways
Ways to act on Healthalliance Partnership Retirement Savings Plan's numbers.
- By total assets, Healthalliance Partnership Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Umass Memorial Healthalliance-Clinton Hospital, Inc's sponsor-wide assets have grown 15.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans