Other · DOL Form 5500 · 2024
Sturdy Memorial Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $218M
- Total assets Near avg plan size
- 2,064
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $105,643
- Avg per participant Below avg balance/head
Official DOL plan name: Sturdy Memorial 403(b) Plan · Sponsored by Sturdy Memorial Hospital, Inc. · Massachusetts · Healthcare & Social Assistance
$218M in assets, 2,064 participants
Sturdy Memorial Hospital, Inc.'s Sturdy Memorial 403(b) Plan reported $218M in total assets and 2,064 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,094 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Sturdy Memorial 403(b) Plan covers 2,064 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $218M.
- #16,094
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Sturdy Memorial 403(b) Plan's outsized position by total assets
Sturdy Memorial 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$218,047,924 Top 5% higher than 95% 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
Sturdy Memorial 403(b) 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. Sturdy Memorial 403(b) Plan lands in the large band (2,064 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sturdy Memorial 403(b) Plan end-of-year assets rose from $191M in the plan year 2023 filing to $218M in the plan year 2024 filing.
- Sturdy Memorial 403(b) Plan reported net income rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Sturdy Memorial 403(b) Plan reported participants fell from 2,087 in the plan year 2023 filing to 2,064 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042768252 · Sturdy Memorial Hospital, Inc. PY 2024 · Other
Sturdy Memorial 403(b) Plan · $218M · 2,064 · 95th
- IND $218M
- EOY 2,064
- 5500 95th
- ASSETS Other
- PCT near City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan
- EIN ind #16094
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 →
Sturdy Memorial 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $191M |
|---|---|
| Net Assets (End of Year) | $218M |
| Net Income | $27M |
| Employer EIN | 042768252 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sturdy Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Sturdy Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 22.058722885634655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,386 | $515M |
| 2023 | 2 | 3,505 | $579M |
| 2024 | 2 | 3,470 | $628M |
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
Sturdy Memorial 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan in CA ($218M); by covered participants it is 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. in KY (2,064 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($218M here).
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan (CA) $218M · 628
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) $218M · 3,152
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) $218M · 2,272
- Rollins College Retirement Plan (FL) $218M · 1,055
Similar participant headcount
Nearest other-state filings by covered participants (2,064 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. (KY) 2,064 · 0 off
- Pine Rest Christian Mental Health Services Savings and Retirement Plan (MI) 2,051 · 13 off
- Jewish Board of Family and Children's Services 403b Plan (NY) 2,048 · 16 off
- Bozeman Health 403(b) Plan (MT) 2,081 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.