Other · DOL Form 5500 · 2024
Cambridge Health Alliance Physicians Organization, Inc. Retirement Plan
Data updated 2026-08-25
- $245M
- Total assets Near avg plan size
- 620
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $395,552
- Avg per participant High balance/head
Official DOL plan name: Cambridge Health Alliance Physicians Organization 403b Plan · Sponsored by Cambridge Health Alliance Physicians Organization, Inc. · Massachusetts · Healthcare & Social Assistance
$245M in assets, 620 participants
Cambridge Health Alliance Physicians Organization, Inc.'s Cambridge Health Alliance Physicians Organization 403b Plan reported $245M in total assets and 620 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,160 in Healthcare & Social Assistance (16,916 peers)
Where Cambridge Health Alliance Physicians Organization 403b Plan sits by assets
Cambridge Health Alliance Physicians Organization 403b Plan sits in the top 5% of all filed plans by assets, $245M for 620 participants (~$395,552/participant), up 5.8% in 2024.
- #16,160
- in Healthcare & Social Assistance (16,916 peers)
- +5.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Cambridge Health Alliance Physicians Organization 403b Plan's outsized position by total assets
Cambridge Health Alliance Physicians Organization 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$245,241,989 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cambridge Health Alliance Physicians Organization 403b Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cambridge Health Alliance Physicians Organization 403b Plan sits mid-pack in the medium band (620 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cambridge Health Alliance Physicians Organization 403b Plan reported net income fell from $38M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Cambridge Health Alliance Physicians Organization 403b Plan end-of-year assets rose from $232M in the plan year 2023 filing to $245M in the plan year 2024 filing.
- Cambridge Health Alliance Physicians Organization 403b Plan reported participants fell from 653 in the plan year 2023 filing to 620 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043167608 · Cambridge Health Alliance Physicians Organization, Inc. PY 2024 · Other
Cambridge Health Alliance Physicians Organization 403b Plan · $245M · 620 · 95th
- 5500 $245M
- ASSETS 620
- PCT 95th
- EIN Other
- RANK near Saint Francis Healthcare System Tax Deferred Annuity Plan
- PHOTO ind #16160
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 →
Cambridge Health Alliance Physicians Organization 403b Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $245M |
| Net Income | $13M |
| Employer EIN | 043167608 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cambridge Health Alliance Physicians Organization, Inc.)
Sponsor-wide plan assets over time
All Cambridge Health Alliance Physicians Organization, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $245M 26.512599877480213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 690 | $194M |
| 2023 | 1 | 653 | $232M |
| 2024 | 1 | 620 | $245M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Cambridge Health Alliance Physicians Organization 403b Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Saint Francis Healthcare System Tax Deferred Annuity Plan in MO ($246M); by covered participants it is Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan in VA (620 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($245M here).
- Saint Francis Healthcare System Tax Deferred Annuity Plan (MO) $246M · 3,309
- Boulder Community Health 403(b) Plan (CO) $244M · 2,001
- Norc, Inc. Retirement Plan (IL) $247M · 2,290
- Blanchard Valley Health System 403(b) Plan (OH) $243M · 3,252
Similar participant headcount
Nearest other-state filings by covered participants (620 participants); asset peers above are excluded.
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) 620 · 0 off
- Employshare, Inc. 401(k) Profit Sharing Plan (PA) 619 · 1 off
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) 622 · 2 off
- Cherokee Health Systems, Inc. Tax Deferred Retirement Plan (TN) 618 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.