Other · DOL Form 5500 · 2024
Southcoast Hospitals Group, Inc. Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 7,579
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $150,059
- Avg per participant Above avg balance/head
Official DOL plan name: Southcoast Health System Partnership Plan · Sponsored by Southcoast Hospitals Group, Inc. · Massachusetts · Healthcare & Social Assistance
$1.1B in assets, 7,579 participants
Southcoast Hospitals Group, Inc.'s Southcoast Health System Partnership Plan reported $1.1B in total assets and 7,579 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,707 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Southcoast Health System Partnership Plan covers 7,579 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.1B.
- #16,707
- in Healthcare & Social Assistance (16,916 peers)
- +8.9%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Southcoast Health System Partnership Plan's outsized position by total assets
Southcoast Health System Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,137,295,698 Top 1% higher than 99% 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
Southcoast Health System Partnership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southcoast Health System Partnership Plan lands in the large band (7,579 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southcoast Health System Partnership Plan reported participants rose from 6,876 in the plan year 2023 filing to 7,579 in the plan year 2024 filing.
- Southcoast Health System Partnership Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Southcoast Health System Partnership Plan reported net income fell from $95M in the plan year 2023 filing to $93M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222592333 · Southcoast Hospitals Group, Inc. PY 2024 · Other
Southcoast Health System Partnership Plan · $1.1B · 7,579 · 99th
- BOY $1.1B
- SCH 7,579
- EBSA 99th
- PART Other
- TYPE near Tower Health 403(b) Plan
- NET ind #16707
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 →
Southcoast Health System Partnership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $93M |
| Employer EIN | 222592333 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southcoast Hospitals Group, Inc.)
Sponsor-wide plan assets over time
All Southcoast Hospitals Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 19.709872694957973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,539 | $950M |
| 2023 | 1 | 6,876 | $1.0B |
| 2024 | 1 | 7,579 | $1.1B |
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
Scale composition for Southcoast Health System Partnership Plan
Southcoast Health System Partnership Plan reports $1.1B in end-of-year assets across 7,579 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $150,059 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $93M.
This plan identity (EIN 222592333, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $950M to $1.1B (+19.7%) while covered participants moved from 6,539 to 7,579 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,539 | $950M | Open filing |
| 2023 | 6,876 | $1.0B | Open filing |
| 2024 · index core | 7,579 | $1.1B | This page |
Southcoast Health System Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Tower Health 403(b) Plan in PA ($1.1B); by covered participants it is Guthrie 403(b) Retirement Savings Plan in PA (7,589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Tower Health 403(b) Plan (PA) $1.1B · 11,699
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) $1.1B · 7,171
- St. Lukes Health System Matched 403b Plan (ID) $1.1B · 17,370
- Southern Methodist University Retirement Plan (TX) $1.1B · 2,323
Similar participant headcount
Nearest other-state filings by covered participants (7,579 participants); asset peers above are excluded.
- Guthrie 403(b) Retirement Savings Plan (PA) 7,589 · 10 off
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) 7,673 · 94 off
- Willis-Knighton Health System 403(b) Plan (LA) 7,454 · 125 off
- Syracuse University Voluntary Retirement Plan (NY) 7,452 · 127 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.