Other · DOL Form 5500 · 2024
Middlesex Health Retirement Plan
Data updated 2026-08-25
- $473M
- Total assets Above avg plan size
- 4,437
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $106,654
- Avg per participant Below avg balance/head
Official DOL plan name: Middlesex Retirement Savings and Investment Plan · Sponsored by Middlesex Health · Connecticut · Healthcare & Social Assistance
$473M in assets, 4,437 participants
Middlesex Health's Middlesex Retirement Savings and Investment Plan reported $473M in total assets and 4,437 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,435 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Middlesex Retirement Savings and Investment Plan covers 4,437 participants in Connecticut, 6.2x the typical Connecticut plan (state average ~718 per filing). Assets: $473M.
- #16,435
- in Healthcare & Social Assistance (16,916 peers)
- +12.6%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Middlesex Retirement Savings and Investment Plan's outsized position by total assets
Middlesex Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$473,223,900 Top 3% higher than 97% 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
Middlesex Retirement Savings and Investment 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. Middlesex Retirement Savings and Investment Plan lands in the large band (4,437 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middlesex Retirement Savings and Investment Plan reported net income fell from $69M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Middlesex Retirement Savings and Investment Plan end-of-year assets rose from $420M in the plan year 2023 filing to $473M in the plan year 2024 filing.
- Middlesex Retirement Savings and Investment Plan reported participants fell from 4,477 in the plan year 2023 filing to 4,437 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222676137 · Middlesex Health PY 2024 · Other
Middlesex Retirement Savings and Investment Plan · $473M · 4,437 · 97th
- EIN $473M
- EIN 4,437
- EIN 97th
- EIN Other
- EIN near Adelphi University Defined Contribution Retirement Plan
- EIN ind #16435
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 →
Middlesex Retirement Savings and Investment Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $420M |
|---|---|
| Net Assets (End of Year) | $473M |
| Net Income | $53M |
| Employer EIN | 222676137 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Health)
Sponsor-wide plan assets over time
All Middlesex Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $473M 34.63535457605019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,254 | $351M |
| 2023 | 1 | 4,477 | $420M |
| 2024 | 1 | 4,437 | $473M |
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
Middlesex Retirement Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Adelphi University Defined Contribution Retirement Plan in NY ($473M); by covered participants it is Jefferson Health Northeast 403(b) Plan in PA (4,450 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($473M here).
- Adelphi University Defined Contribution Retirement Plan (NY) $473M · 1,225
- Babson College Retirement Plan (MA) $478M · 1,240
- Seattle University Employees Retirement Plan (WA) $479M · 1,965
- Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) (FL) $467M · 1,542
Similar participant headcount
Nearest other-state filings by covered participants (4,437 participants); asset peers above are excluded.
- Jefferson Health Northeast 403(b) Plan (PA) 4,450 · 13 off
- Eisenhower Medical Center 403(b) Retirement Plan (CA) 4,456 · 19 off
- University of Dayton Tda Plan (OH) 4,399 · 38 off
- Umass Memorial Health Care 403(b) Plan (MA) 4,397 · 40 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.