401(k) · DOL Form 5500 · 2024

Healthcare South P.C. 401(k) Plan

Data updated 2026-08-11

$74M
Total assets
173
Participants
88th
Percentile by assets
$426,967
Avg per participant
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Official DOL plan name: Healthcare South Retirement Plan · Sponsored by Healthcare South P.C. · Massachusetts · Healthcare & Social Assistance

$74M in assets, 173 participants

Healthcare South P.C.'s Healthcare South Retirement Plan reported $74M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #15,164 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Healthcare South Retirement Plan covers 173 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY)
173
covered participants
88th
percentile by assets (of 123,622 plans)
$426,967
avg assets per participant

Where Healthcare South Retirement Plan sits by total assets

Healthcare South Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$73,865,363 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthcare South Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Healthcare South Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Healthcare South Retirement Plan reported participants rose from 167 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Healthcare & Social Assistance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Healthcare South Retirement Plan reports 173 participants - about 26% of that state average ($74M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$8M
Employer EIN043283986
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare South P.C.)

$55M$60M$65M$70M$75M$80M 202220232024 $59.6M $73.9M ▲ +24.0%
Total plan assets by year, all Healthcare South P.C. plans on file
Year Plans Participants Total Assets
2022 1 168 $60M
2023 1 167 $66M
2024 1 173 $74M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Healthcare South Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Healthcare South Ret…, Total assets ($B): 0.073865363 · Participants: 173Healthcare South Ret…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Healthcare South Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Healthcare South Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Healthcare South Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Healthcare South Retirement Plan assets move in 2024? ▼
Healthcare South Retirement Plan grew at a solid clip - up 11.6% during 2024, from $66M to $74M. Reported net income was $8M.
How have Healthcare South P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare South P.C.'s sponsor-wide assets grew 24.0%, from $60M to $74M.
Where does Healthcare South Retirement Plan rank by assets among Form 5500 filers? ▼
Healthcare South Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healthcare South Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Seattle Mariners 401(k) Plan in WA ($74M, 483 participants).

Next read for Healthcare South Retirement Plan

Filing takeaways

Ways to act on Healthcare South Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043283986.

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.