Other · DOL Form 5500 · 2024
Clm Center for Life Management Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $102,181
- Avg per participant Below avg balance/head
Official DOL plan name: Clm Center for Life Management Tax Sheltered Annuity Plan · Sponsored by Clm Center for Life Management · New Hampshire · Healthcare & Social Assistance
$12M in assets, 116 participants
Clm Center for Life Management's Clm Center for Life Management Tax Sheltered Annuity Plan reported $12M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #10,949 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Hampshire
Clm Center for Life Management Tax Sheltered Annuity Plan covers 116 participants in New Hampshire, about 39% of the average New Hampshire filer (state average ~301 per filing). Assets: $12M.
- #10,949
- in Healthcare & Social Assistance (16,916 peers)
- +9.1%
- assets growth YoY
Clm Center for Life Management Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clm Center for Life Management Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,853,043 Top 41% higher than 59% 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
Clm Center for Life Management Tax Sheltered Annuity 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. Clm Center for Life Management Tax Sheltered Annuity Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clm Center for Life Management Tax Sheltered Annuity Plan reported participants fell from 276 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- Clm Center for Life Management Tax Sheltered Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $991K in the plan year 2024 filing.
- Clm Center for Life Management Tax Sheltered Annuity Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 020301530 · Clm Center for Life Management PY 2024 · Other
Clm Center for Life Management Tax Sheltered Annuity Plan · $12M · 116 · 59th
- TYPE $12M
- TYPE 116
- TYPE 59th
- TYPE Other
- TYPE near Kaboom! Inc. 403(b) Retirement Plan
- TYPE ind #10949
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 New Hampshire →
Clm Center for Life Management Tax Sheltered Annuity Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $991K |
| Employer EIN | 020301530 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clm Center for Life Management)
Sponsor-wide plan assets over time
All Clm Center for Life Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 32.50744813693169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $9M |
| 2023 | 1 | 276 | $11M |
| 2024 | 1 | 116 | $12M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.7B · 13,150
- Supplemental Retirement Accounts for All Employees of Dartmouth College $1.1B · 4,150
- Solutionhealth & Elliot Health System 403(b) Savings Plan $494M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $356M · 55
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $291M · 2,793
Clm Center for Life Management Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Kaboom! Inc. 403(b) Retirement Plan in MD ($12M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Lisner-Louise-Dickson-Hurt Home 403 (B) Plan (DC) 116 · 0 off
- Alta Bates Summit 403(b) Tda Retirement Plan (CA) 116 · 0 off
- 401(k) Profit-Sharing Plan for Employees of the Center for Life Enrichment, Inc. (MD) 116 · 0 off
- Salem Community Hospital R.N. Matching Retirement 403(b) Plan (OH) 116 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.