Defined Benefit (Pension) · DOL Form 5500 · 2023

Tufts Medicine, Inc. Pension Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
318
Participants Below avg headcount
95th
Percentile by assets National rank
$713,465
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Circle Health, Inc. · Sponsored by Tufts Medicine, Inc. · Massachusetts · Healthcare & Social Assistance

$227M in assets, 318 participants

Tufts Medicine, Inc.'s Pension Plan of Circle Health, Inc. reported $227M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,934 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Pension Plan of Circle Health, Inc. covers 318 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $227M.

#16,934
in Healthcare & Social Assistance (17,684 peers)
+278.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Pension Plan of Circle Health, Inc.'s outsized position by total assets

Pension Plan of Circle Health, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$226,881,728 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pension Plan of Circle Health, Inc. 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. Pension Plan of Circle Health, Inc. sits mid-pack in the medium band (318 participants).

Published 5500 schedule card

Filing strip 472250732 · Tufts Medicine, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan of Circle Health, Inc. · $227M · 318 · 95th

  • ASSETS $227M
  • ASSETS 318
  • ASSETS 95th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Nevada Resort Association Iatse Local 720 Retirement Plan
  • ASSETS ind #16934

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 →

Pension Plan of Circle Health, Inc. in the asset neighbourhood

Sempra Cash Balance Plan$227MJohnson Matthey Inc. Amended and Restated Salaried Employees Pension PlanJohnson Matthey Inc. Amended…$227MBerry Global, Inc. Defined Benefit Pension PlanBerry Global, Inc. Defined B…$227MNevada Resort Association Iatse Local 720 Retirement PlanNevada Resort Association Ia…$227MPension Plan of Circle Health, Inc.Pension Plan of Circle Healt…$227M
End-of-year total assets ($M) among Pension Plan of Circle Health, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$227M
Net Income$1M
Employer EIN472250732
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tufts Medicine, Inc.)

Sponsor-wide plan assets over time

All Tufts Medicine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 1959.6266540422623% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $0.06B $1.21B ▲ +1916.7%
Year Plans Participants Total Assets
2022 1 316 $59M
2023 2 1,496 $1.1B
2024 2 12,319 $1.2B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Circle Health, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan of Circle Health, Inc., Total assets ($B): 0.226881728 · Participants: 318Pension Plan of Circle Health, Inc.Consolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Pension Plan of Circle Health, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Pension Plan of Circle Health, Inc. side-by-side with 3 peers →

Pension Plan of Circle Health, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Nevada Resort Association Iatse Local 720 Retirement Plan in NV ($227M); by covered participants it is Plumbers, Pipefitters & Apprentices Local 112 Pension Plan in NY (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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.

Frequently Asked Questions

How did Pension Plan of Circle Health, Inc. assets move in 2023? ▼
Pension Plan of Circle Health, Inc. surged - up 278.6% during 2023, from $60M to $227M. Reported net income was $1M.
How have Tufts Medicine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tufts Medicine, Inc.'s sponsor-wide assets grew 1959.6%, from $59M to $1.2B.
Where does Pension Plan of Circle Health, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan of Circle Health, Inc. ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Circle Health, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nevada Resort Association Iatse Local 720 Retirement Plan in NV ($227M, 3,885 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Circle Health, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers, Pipefitters & Apprentices Local 112 Pension Plan in NY (318 participants, $82M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472250732.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.