Defined Benefit (Pension) · DOL Form 5500 · 2023
Tufts Medicine, Inc. Pension Plan
Data updated 2026-08-11
- $227M
- Total assets
- 318
- Participants
- 95th
- Percentile by assets
- $713,465
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $227M
- total plan assets (2023 EOY)
- 318
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $713,465
- avg assets per participant
Where Pension Plan of Circle Health, Inc. sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Pension Plan of Circle Health, Inc. reports 318 participants - about 48% of that state average ($227M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $227M |
| Net Income | $1M |
| Employer EIN | 472250732 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tufts Medicine, Inc.)
| 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.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan of Circle Health, Inc. by total assets, not by location.
Frequently Asked Questions
How did Pension Plan of Circle Health, Inc. assets move in 2023? ▼
How have Tufts Medicine, Inc. plan assets changed over time? ▼
Where does Pension Plan of Circle Health, Inc. rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Circle Health, Inc.? ▼
Next read for Pension Plan of Circle Health, Inc.
Filing takeaways
Ways to act on Pension Plan of Circle Health, Inc.'s numbers.
- By total assets, Pension Plan of Circle Health, Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Tufts Medicine, Inc.'s sponsor-wide assets have grown 1959.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans