Other · DOL Form 5500 · 2023

Duffy Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
89
Participants Small participant base
38th
Percentile by assets National rank
$40,490
Avg per participant Low balance/head
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Official DOL plan name: Duffy Health Center, Inc. 403(b) Plan · Sponsored by Duffy Health Center, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 89 participants

Duffy Health Center, Inc.'s Duffy Health Center, Inc. 403(b) Plan reported $4M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,164 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Duffy Health Center, Inc. 403(b) Plan grew at a solid clip 9.5% in 2023 ($3M → $4M) for 89 participants.

#7,164
in Healthcare & Social Assistance (17,684 peers)
+9.5%
assets growth YoY

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

Duffy Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$3,603,629 38th percentile higher than 38% 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

Duffy Health Center, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duffy Health Center, Inc. 403(b) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duffy Health Center, Inc. 403(b) Plan reported net income rose from $273K in the plan year 2022 filing to $314K in the plan year 2023 filing.
  • Duffy Health Center, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Duffy Health Center, Inc. 403(b) Plan reported participants fell from 90 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043373741 · Duffy Health Center, Inc. PY 2023 · Other

Duffy Health Center, Inc. 403(b) Plan · $4M · 89 · 38th

  • NET $4M
  • BOOK 89
  • VS-ST 38th
  • BOY Other
  • SCH near Oregon Coast Aquarium Retirement Plan
  • EBSA ind #7164

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 →

Duffy Health Center, Inc. 403(b) Plan in the asset neighbourhood

Duffy Health Center, Inc. 403(b) PlanDuffy Health Center, Inc. 40…$4MOregon Coast Aquarium Retirement PlanOregon Coast Aquarium Retire…$4MMountain Projects, Inc. Tax Deferred Annuity PlanMountain Projects, Inc. Tax …$4MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$4MThe Arc of Crawford County 403(b) PlanThe Arc of Crawford County 4…$4M
End-of-year total assets ($M) among Duffy Health Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Duffy Health Center, Inc. years around the 2023 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 4.7494330858973655% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M$3.6M$3.7M 202220232024 $3.29M $3.45M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 90 $3M
2023 1 89 $4M
2024 1 95 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$314K
Employer EIN043373741
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Duffy Health Center, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Duffy Health Center, Inc. 403(b) Plan, Total assets ($B): 0.003603629 · Participants: 89Duffy Health Center, 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
Duffy Health Center, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Duffy Health Center, Inc. 403(b) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Other by assets is Oregon Coast Aquarium Retirement Plan in OR ($4M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Duffy Health Center, Inc. 403(b) Plan assets move in 2023? ▼
Duffy Health Center, Inc. 403(b) Plan grew at a solid clip - up 9.5% during 2023, from $3M to $4M. Reported net income was $314K.
How have Duffy Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duffy Health Center, Inc.'s sponsor-wide assets grew 4.7%, from $3M to $3M.
Which Other plans are similar in size to Duffy Health Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Oregon Coast Aquarium Retirement Plan in OR ($4M, 86 participants).
Which Other plans cover a similar participant headcount to Duffy Health Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 043373741.

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.