Profit Sharing · DOL Form 5500 · 2023
Umass Memorial Healthalliance-Clinton Hospital, Inc Profit Sharing Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 1,438
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $77,178
- Avg per participant Below avg balance/head
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.
- #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.
- #16,441
- in Healthcare & Social Assistance (17,684 peers)
- +8.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Healthalliance Partnership Retirement Savings Plan's outsized position by total assets
Healthalliance Partnership Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$110,981,257 Top 8% higher than 92% 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
Healthalliance Partnership Retirement Savings 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. Healthalliance Partnership Retirement Savings Plan lands in the large band (1,438 participants).
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.
EBSA filing schedule strip
Filing strip 042103555 · Umass Memorial Healthalliance-Clinton Hospital, Inc PY 2023 · Profit Sharing
Healthalliance Partnership Retirement Savings Plan · $111M · 1,438 · 92nd
- BOY $111M
- SCH 1,438
- EBSA 92nd
- PART Profit Sharing
- TYPE near Ufcw Local 342 Savings and 401(k) Plan
- NET ind #16441
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 →
Healthalliance Partnership Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Umass Memorial Healthalliance-Clinton Hospital, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 15.738804112173815% vs 2022
- 2024 filing year
| 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.
- 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
Healthalliance Partnership Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Ufcw Local 342 Savings and 401(k) Plan in NY ($111M); by covered participants it is Bac Local 5 New York Annuity Plan in NY (1,438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,438 participants); asset peers above are excluded.
- Bac Local 5 New York Annuity Plan (NY) 1,438 · 0 off
- Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. (PR) 1,437 · 1 off
- Supermercado Maximo, Inc. Retirement Plan (PR) 1,437 · 1 off
- Steamfitters Surety Fund Local Union No 475 (NJ) 1,432 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.