Other · DOL Form 5500 · 2024
Bridgeport Hospital Retirement Plan
Data updated 2026-08-25
- $287M
- Total assets Near avg plan size
- 4,457
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $64,309
- Avg per participant Low balance/head
Official DOL plan name: Bridgeport Hospital Tax Sheltered Annuity Plan · Sponsored by Bridgeport Hospital · Connecticut · Healthcare & Social Assistance
$287M in assets, 4,457 participants
Bridgeport Hospital's Bridgeport Hospital Tax Sheltered Annuity Plan reported $287M in total assets and 4,457 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,221 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Bridgeport Hospital Tax Sheltered Annuity Plan covers 4,457 participants in Connecticut, 6.2x the typical Connecticut plan (state average ~718 per filing). Assets: $287M.
- #16,221
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Bridgeport Hospital Tax Sheltered Annuity Plan's outsized position by total assets
Bridgeport Hospital Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$286,623,045 Top 4% higher than 96% 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
Bridgeport Hospital Tax Sheltered Annuity 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. Bridgeport Hospital Tax Sheltered Annuity Plan lands in the large band (4,457 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bridgeport Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $249M in the plan year 2023 filing to $287M in the plan year 2024 filing.
- Bridgeport Hospital Tax Sheltered Annuity Plan reported net income fell from $39M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Bridgeport Hospital Tax Sheltered Annuity Plan reported participants rose from 4,407 in the plan year 2023 filing to 4,457 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 060646554 · Bridgeport Hospital PY 2024 · Other
Bridgeport Hospital Tax Sheltered Annuity Plan · $287M · 4,457 · 96th
- RANK $287M
- PHOTO 4,457
- IND 96th
- EOY Other
- 5500 near Western New England University Defined Contribution Retirement Plan
- ASSETS ind #16221
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 Connecticut →
Bridgeport Hospital Tax Sheltered Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $287M |
| Net Income | $38M |
| Employer EIN | 060646554 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridgeport Hospital)
Sponsor-wide plan assets over time
All Bridgeport Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $540M 36.3393691045278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,030 | $396M |
| 2023 | 2 | 8,636 | $471M |
| 2024 | 2 | 8,788 | $540M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Bridgeport Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Western New England University Defined Contribution Retirement Plan in MA ($288M); by covered participants it is Eisenhower Medical Center 403(b) Retirement Plan in CA (4,456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,457 participants); asset peers above are excluded.
- Eisenhower Medical Center 403(b) Retirement Plan (CA) 4,456 · 1 off
- Jefferson Health Northeast 403(b) Plan (PA) 4,450 · 7 off
- Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) 4,505 · 48 off
- University of Dayton Tda Plan (OH) 4,399 · 58 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.