Other · DOL Form 5500 · 2024
Mayo Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $20,669
- Avg per participant Low balance/head
Official DOL plan name: Mayo Healthcare Retirement Savings 403(b) Plan · Sponsored by Mayo Healthcare, Inc. · Vermont · Healthcare & Social Assistance
$2M in assets, 101 participants
Mayo Healthcare, Inc.'s Mayo Healthcare Retirement Savings 403(b) Plan reported $2M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,759 in Healthcare & Social Assistance (16,916 peers)
Coverage in Vermont
Mayo Healthcare Retirement Savings 403(b) Plan covers 101 participants in Vermont, about 41% of the average Vermont filer (state average ~245 per filing). Assets: $2M.
- #4,759
- in Healthcare & Social Assistance (16,916 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $275K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mayo Healthcare Retirement Savings 403(b) Plan among the smaller filed plans by assets
Mayo Healthcare Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,087,553 30th percentile higher than 30% 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
Mayo Healthcare Retirement Savings 403(b) 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. Mayo Healthcare Retirement Savings 403(b) Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mayo Healthcare Retirement Savings 403(b) Plan reported net income fell from $409K in the plan year 2023 filing to -$275K in the plan year 2024 filing.
- Mayo Healthcare Retirement Savings 403(b) Plan reported participants rose from 85 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Mayo Healthcare Retirement Savings 403(b) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030140186 · Mayo Healthcare, Inc. PY 2024 · Other
Mayo Healthcare Retirement Savings 403(b) Plan · $2M · 101 · 30th
- PHOTO $2M
- IND 101
- EOY 30th
- 5500 Other
- ASSETS near James Nola Investment Trust
- PCT ind #4759
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 Vermont →
Mayo Healthcare Retirement Savings 403(b) Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$275K |
| Employer EIN | 030140186 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mayo Healthcare, Inc.)
Sponsor-wide plan assets over time
All Mayo Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.878500022015133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $2M |
| 2023 | 1 | 85 | $2M |
| 2024 | 1 | 101 | $2M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Mayo Healthcare Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is James Nola Investment Trust in FL ($2M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 101 · 0 off
- Village Community School 403(b) Defined Contribution Plan (NY) 101 · 0 off
- Harvesters 403b Plan (MO) 101 · 0 off
- Milton Gottesman Jewish Day School of the Nation's Capital 403(b) DC Plan (DC) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.