Other · DOL Form 5500 · 2023
Umass Memorial Healthalliance-Clinton Hospital, Inc Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $116,143
- Avg per participant Below avg balance/head
Official DOL plan name: Clinton Hospital Association Tax Sheltered Annuity Plan · Sponsored by Umass Memorial Healthalliance-Clinton Hospital, Inc · Massachusetts · Healthcare & Social Assistance
$13M in assets, 109 participants
Umass Memorial Healthalliance-Clinton Hospital, Inc's Clinton Hospital Association Tax Sheltered Annuity Plan reported $13M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,200 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Clinton Hospital Association Tax Sheltered Annuity Plan covers 109 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #12,200
- in Healthcare & Social Assistance (17,684 peers)
- +17.4%
- assets growth YoY
Clinton Hospital Association Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clinton Hospital Association Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,659,576 Top 36% higher than 64% 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
Clinton Hospital Association Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinton Hospital Association Tax Sheltered Annuity Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clinton Hospital Association Tax Sheltered Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Clinton Hospital Association Tax Sheltered Annuity Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Clinton Hospital Association Tax Sheltered Annuity Plan reported participants fell from 127 in the plan year 2022 filing to 109 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042103555 · Umass Memorial Healthalliance-Clinton Hospital, Inc PY 2023 · Other
Clinton Hospital Association Tax Sheltered Annuity Plan · $13M · 109 · 64th
- ASSETS $13M
- ASSETS 109
- ASSETS 64th
- ASSETS Other
- ASSETS near Altapointe Healthcare Management 403(b) Plan
- ASSETS ind #12200
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 →
Clinton Hospital Association Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 042103555 |
| Plan Effective Date | 1994-10-01 |
| 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 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
Clinton Hospital Association Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Altapointe Healthcare Management 403(b) Plan in AL ($13M); by covered participants it is The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan in IN (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Altapointe Healthcare Management 403(b) Plan (AL) $13M · 1,234
- Zufall Health Center 403(b) Plan (NJ) $13M · 428
- Food Bank for New York City 403(b) Retirement Plan (NY) $13M · 235
- Carolina Caring Retirement Plan (NC) $13M · 375
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.