401(k) · DOL Form 5500 · 2024
Healthcare South P.C. 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 173
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $426,967
- Avg per participant High balance/head
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.
- #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.
- #15,164
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Healthcare South Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Healthcare South Retirement 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. Healthcare South Retirement Plan sits mid-pack in the medium band (173 participants).
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.
Form 5500 schedule snapshot
Filing strip 043283986 · Healthcare South P.C. PY 2024 · 401(k)
Healthcare South Retirement Plan · $74M · 173 · 88th
- EOY $74M
- 5500 173
- ASSETS 88th
- PCT 401(k)
- EIN near The Seattle Mariners 401(k) Plan
- RANK ind #15164
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 →
Healthcare South Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $8M |
| Employer EIN | 043283986 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthcare South P.C.)
Sponsor-wide plan assets over time
All Healthcare South P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 24.011806289020548% vs 2022
- 2024 filing year
| 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.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Healthcare South Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The Seattle Mariners 401(k) Plan in WA ($74M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- The Seattle Mariners 401(k) Plan (WA) $74M · 483
- Butler Weihmuller Katz Craig LLP Retirement Savings Plan (FL) $74M · 342
- Complete Office 401(k) Plan and Trust (WI) $74M · 1,232
- Delta Dental of Wisconsin, Inc. Retirement Plan (WI) $74M · 361
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Gray & Skyler Electric Companies 401(k) Plan (CA) 173 · 0 off
- Ims Logistics 401(k) Employee Retirement Plan (MS) 173 · 0 off
- Milo's Hamburgers 401(k) Plan (AL) 173 · 0 off
- Passavant Memorial Homes 401(k) Plan (PA) 173 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.