Other · DOL Form 5500 · 2023

Lowell Community Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
519
Participants Below avg headcount
60th
Percentile by assets National rank
$20,700
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lowell Community Health Center 403(b) Plan · Sponsored by Lowell Community Health Center, Inc. · Massachusetts · Healthcare & Social Assistance

$11M in assets, 519 participants

Lowell Community Health Center, Inc.'s Lowell Community Health Center 403(b) Plan reported $11M in total assets and 519 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,614 in Healthcare & Social Assistance (17,684 peers)

Lowell Community Health Center, Inc. multi-year trail

Lowell Community Health Center, Inc.'s plans moved +166.9% in assets from 2022 to 2024; this filing shows Lowell Community Health Center 403(b) Plan at $11M / 519 participants.

#11,614
in Healthcare & Social Assistance (17,684 peers)
+29.2%
assets growth YoY

Lowell Community Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lowell Community Health Center 403(b) Plan vs every filed plan by assets

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

$10,743,511 Top 40% higher than 60% 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

Lowell Community Health Center 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. Lowell Community Health Center 403(b) Plan sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lowell Community Health Center 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lowell Community Health Center 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lowell Community Health Center 403(b) Plan reported participants rose from 423 in the plan year 2022 filing to 519 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042881348 · Lowell Community Health Center, Inc. PY 2023 · Other

Lowell Community Health Center 403(b) Plan · $11M · 519 · 60th

  • ASSETS $11M
  • PCT 519
  • EIN 60th
  • RANK Other
  • PHOTO near Qsource 403(b) Plan
  • IND ind #11614

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 →

Lowell Community Health Center 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Human Services Center403(b) Thrift Plan of Human …$11MBig Bend Hospice Retirement PlanBig Bend Hospice Retirement …$11MQsource 403(b) Plan$11MLowell Community Health Center 403(b) PlanLowell Community Health Cent…$11MActive Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings PlanActive Retirement Community …$11M
End-of-year total assets ($M) among Lowell Community Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lowell Community Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lowell Community Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 166.92043976914718% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.31M $22.2M ▲ +167.0%
Year Plans Participants Total Assets
2022 1 423 $8M
2023 2 670 $19M
2024 2 929 $22M

Lowell Community Health Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042881348
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Lowell Community Health Center 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Lowell Community Health Center 403(b) Plan, Total assets ($B): 0.010743511 · Participants: 519Lowell Community Health Center 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
Lowell Community Health Center 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Lowell Community Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Qsource 403(b) Plan in TN ($11M); by covered participants it is Bloodworks Northwest Supplemental Retirement Account in WA (519 participants). Same-state nearby plans are listed separately above.

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 Lowell Community Health Center 403(b) Plan assets move in 2023?
Lowell Community Health Center 403(b) Plan grew sharply - up 29.2% during 2023, from $8M to $11M. Reported net income was $2M.
How have Lowell Community Health Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lowell Community Health Center, Inc.'s sponsor-wide assets grew 166.9%, from $8M to $22M.
Which Other plans are similar in size to Lowell Community Health Center 403(b) Plan?
Among Other plans in other states, the closest by assets is Qsource 403(b) Plan in TN ($11M, 85 participants).
Which Other plans cover a similar participant headcount to Lowell Community Health Center 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Bloodworks Northwest Supplemental Retirement Account in WA (519 participants, $105M in assets).