Other · DOL Form 5500 · 2023

Charles River Community Health, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
190
Participants Below avg headcount
55th
Percentile by assets National rank
$45,486
Avg per participant Low balance/head
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Official DOL plan name: Charles River Community Health, Inc. 403(b) Plan · Sponsored by Charles River Community Health, Inc. · Massachusetts · Healthcare & Social Assistance

$9M in assets, 190 participants

Charles River Community Health, Inc.'s Charles River Community Health, Inc. 403(b) Plan reported $9M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,795 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Charles River Community Health, Inc. 403(b) Plan covers 190 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#10,795
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY

Charles River Community Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charles River Community Health, Inc. 403(b) Plan vs every filed plan by assets

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

$8,642,322 Top 45% higher than 55% 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

Charles River Community Health, Inc. 403(b) 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. Charles River Community Health, Inc. 403(b) Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles River Community Health, Inc. 403(b) Plan reported participants rose from 155 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • Charles River Community Health, Inc. 403(b) Plan reported net income fell from $888K in the plan year 2022 filing to $792K in the plan year 2023 filing.
  • Charles River Community Health, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237221597 · Charles River Community Health, Inc. PY 2023 · Other

Charles River Community Health, Inc. 403(b) Plan · $9M · 190 · 55th

  • IND $9M
  • IND 190
  • IND 55th
  • IND Other
  • IND near French International School of Oregon 403(b) Plan
  • IND ind #10795

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 →

Charles River Community Health, Inc. 403(b) Plan in the asset neighbourhood

Chattanooga Christian School 403(b) PlanChattanooga Christian School…$9M403(b) Savings Plan for United Way of Metropolitan Dallas, Inc.403(b) Savings Plan for Unit…$9MCharles River Community Health, Inc. 403(b) PlanCharles River Community Heal…$9MFrench International School of Oregon 403(b) PlanFrench International School …$9MAmhc Retirement Plan$9M
End-of-year total assets ($M) among Charles River Community Health, Inc. 403(b) 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)$9M
Net Income$792K
Employer EIN237221597
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles River Community Health, Inc.)

Sponsor-wide plan assets over time

All Charles River Community Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.065047444015145% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.85M $8.56M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 155 $8M
2023 1 190 $9M
2024 1 198 $9M

Nearby Other Plans in Massachusetts

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

Charles River Community Health, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Charles River Community Health, Inc. 403(b) Plan, Total assets ($B): 0.008642322 · Participants: 190Charles River Community Health, Inc. 403(b) 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
Charles River Community Health, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Charles River Community Health, Inc. 403(b) Plan side-by-side with 3 peers →

Charles River Community Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is French International School of Oregon 403(b) Plan in OR ($9M); by covered participants it is The Winston Preparatory School 403(b) DC Plan in NY (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Charles River Community Health, Inc. 403(b) Plan assets move in 2023? ▼
Charles River Community Health, Inc. 403(b) Plan grew at a solid clip - up 10.1% during 2023, from $8M to $9M. Reported net income was $792K.
How have Charles River Community Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles River Community Health, Inc.'s sponsor-wide assets grew 9.1%, from $8M to $9M.
Which Other plans are similar in size to Charles River Community Health, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is French International School of Oregon 403(b) Plan in OR ($9M, 154 participants).
Which Other plans cover a similar participant headcount to Charles River Community Health, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Winston Preparatory School 403(b) DC Plan in NY (190 participants, $34M 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 237221597.

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.