Other · DOL Form 5500 · 2024
Sturdy Memorial Hospital, Inc. Retirement Plan
Data updated 2026-08-11
- $218M
- Total assets
- 2,064
- Participants
- 95th
- Percentile by assets
- $105,643
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $218M
- total plan assets (2024 EOY)
- 2,064
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $105,643
- avg assets per participant
Where Sturdy Memorial 403(b) Plan sits 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
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sturdy Memorial 403(b) Plan reports 2,064 participants - 3.1x that state average ($218M EOY assets).
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.)
| 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.
Sturdy Memorial 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sturdy Memorial 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sturdy Memorial 403(b) Plan assets move in 2024? ▼
How have Sturdy Memorial Hospital, Inc. plan assets changed over time? ▼
Where does Sturdy Memorial 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sturdy Memorial 403(b) Plan? ▼
Next read for Sturdy Memorial 403(b) Plan
Filing takeaways
Ways to act on Sturdy Memorial 403(b) Plan's numbers.
- By total assets, Sturdy Memorial 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Sturdy Memorial Hospital, Inc.'s sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans