Other · DOL Form 5500 · 2023

Health Resources in Action, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
237
Participants Below avg headcount
58th
Percentile by assets National rank
$41,725
Avg per participant Low balance/head
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Official DOL plan name: Health Resources in Action, Inc. 403(b) Tda Plan · Sponsored by Health Resources in Action, Inc. · Massachusetts · Healthcare & Social Assistance

$10M in assets, 237 participants

Health Resources in Action, Inc.'s Health Resources in Action, Inc. 403(b) Tda Plan reported $10M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,316 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Health Resources in Action, Inc. 403(b) Tda Plan covers 237 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#11,316
in Healthcare & Social Assistance (17,684 peers)
+25.3%
assets growth YoY

Health Resources in Action, Inc. 403(b) Tda Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Resources in Action, Inc. 403(b) Tda Plan vs every filed plan by assets

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

$9,888,790 Top 42% higher than 58% 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

Health Resources in Action, Inc. 403(b) Tda 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. Health Resources in Action, Inc. 403(b) Tda Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Resources in Action, Inc. 403(b) Tda Plan reported net income rose from -$465K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Health Resources in Action, Inc. 403(b) Tda Plan reported participants rose from 114 in the plan year 2022 filing to 237 in the plan year 2023 filing.
  • Health Resources in Action, Inc. 403(b) Tda Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042229839 · Health Resources in Action, Inc. PY 2023 · Other

Health Resources in Action, Inc. 403(b) Tda Plan · $10M · 237 · 58th

  • EIN $10M
  • RANK 237
  • PHOTO 58th
  • IND Other
  • EOY near Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan
  • 5500 ind #11316

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 →

Health Resources in Action, Inc. 403(b) Tda Plan in the asset neighbourhood

Portledge School Tda Plan Sra/GsraPortledge School Tda Plan Sr…$10MHealth Resources in Action, Inc. 403(b) Tda PlanHealth Resources in Action, …$10MInstitute for Operations Research and the Management Sciences(Informs) 403(b) PlanInstitute for Operations Res…$10M403(b) Thrift Plan of Alpha Supported Living Services403(b) Thrift Plan of Alpha …$10MFriends of the Israel Defense Forces Retirement PlanFriends of the Israel Defens…$10M
End-of-year total assets ($M) among Health Resources in Action, Inc. 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN042229839
Plan Effective Date1993-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Resources in Action, Inc.)

Sponsor-wide plan assets over time

All Health Resources in Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 55.978191822403424% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $21.9M ▲ +56.0%
Year Plans Participants Total Assets
2022 2 310 $14M
2023 2 399 $18M
2024 2 468 $22M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Health Resources in Action, Inc. 403(b) Tda Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Health Resources in Action, Inc. 403(b) Tda Plan, Total assets ($B): 0.00988879 · Participants: 237Health Resources in Action, Inc. 403(b) Tda PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Health Resources in Action, Inc. 403(b) Tda Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Health Resources in Action, Inc. 403(b) Tda Plan side-by-side with 3 peers →

Health Resources in Action, Inc. 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan in MD ($10M); by covered participants it is Clark Fork Valley Hospital 403(b) Plan in MT (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Health Resources in Action, Inc. 403(b) Tda Plan assets move in 2023? ▼
Health Resources in Action, Inc. 403(b) Tda Plan grew sharply - up 25.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Health Resources in Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Resources in Action, Inc.'s sponsor-wide assets grew 56.0%, from $14M to $22M.
Which Other plans are similar in size to Health Resources in Action, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan in MD ($10M, 42 participants).
Which Other plans cover a similar participant headcount to Health Resources in Action, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Fork Valley Hospital 403(b) Plan in MT (237 participants, $12M 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 042229839.

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.