Defined Benefit (Pension) · DOL Form 5500 · 2023
Care New England Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 1,851
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $73,748
- Avg per participant Below avg balance/head
Official DOL plan name: Care New England Pension Plan · Sponsored by Care New England · Rhode Island · Healthcare & Social Assistance
$137M in assets, 1,851 participants
Care New England's Care New England Pension Plan reported $137M in total assets and 1,851 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,617 in Healthcare & Social Assistance (17,684 peers)
Where Care New England Pension Plan sits by assets
Care New England Pension Plan sits in the top 10% of all filed plans by assets, $137M for 1,851 participants (~$73,748/participant), down 0.5% in 2023.
- #16,617
- in Healthcare & Social Assistance (17,684 peers)
- -0.5%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $647K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Care New England Pension Plan's outsized position by total assets
Care New England Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,507,233 Top 7% higher than 93% 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
Care New England Pension 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. Care New England Pension Plan lands in the large band (1,851 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Care New England Pension Plan reported net income rose from -$38M in the plan year 2022 filing to -$647K in the plan year 2023 filing.
- Care New England Pension Plan reported participants fell from 2,027 in the plan year 2022 filing to 1,851 in the plan year 2023 filing.
- Care New England Pension Plan end-of-year assets fell from $137M in the plan year 2022 filing to $137M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 050490997 · Care New England PY 2023 · Defined Benefit (Pension)
Care New England Pension Plan · $137M · 1,851 · 93rd
- PCT $137M
- EIN 1,851
- RANK 93rd
- PHOTO Defined Benefit (Pension)
- IND near Unite Here! Workers and Hospitality Employers Vdb Pension Trust
- EOY ind #16617
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 Rhode Island →
Care New England Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | -$647K |
| Employer EIN | 050490997 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Care New England)
Sponsor-wide plan assets over time
All Care New England plans reported in each filing year
- Latest sponsor-wide plan assets
- $706M 25.07816075876279% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,329 | $565M |
| 2023 | 2 | 9,322 | $652M |
| 2024 | 2 | 9,049 | $706M |
Nearby Defined Benefit (Pension) Plans in Rhode Island
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Bank of America Pension Plan $19.2B · 56,519
- Textron Master Retirement Plan $5.2B · 7,320
- Factory Mutual Insurance Company Pension Plan $2.9B · 3,478
- Bell Helicopter Textron Master Retirement Plan $2.2B · 2,800
- Amica Pension Fund $1.8B · 2,338
Care New England Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Unite Here! Workers and Hospitality Employers Vdb Pension Trust in MA ($137M); by covered participants it is Globe Life Inc. Pension Plan in TX (1,854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust (MA) $137M · 4,092
- Watlow Group Pension Plan (MO) $137M · 465
- Loomis-Sayles Funded Pension Plan (MA) $136M · 141
- University of Southern California Support Staff Retirement Plan (CA) $137M · 1,750
Similar participant headcount
Nearest other-state filings by covered participants (1,851 participants); asset peers above are excluded.
- Globe Life Inc. Pension Plan (TX) 1,854 · 3 off
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan (MD) 1,846 · 5 off
- Uc Health Retirement Plan (OH) 1,861 · 10 off
- Riverside Health System Retirement Income Plan (VA) 1,839 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.