Other · DOL Form 5500 · 2024
NEIGHBORHEALTH Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 173
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $180,416
- Avg per participant Above avg balance/head
Official DOL plan name: Neighborhealth 403(b) Plan · Sponsored by NEIGHBORHEALTH · Massachusetts · Healthcare & Social Assistance
$31M in assets, 173 participants
NEIGHBORHEALTH's Neighborhealth 403(b) Plan reported $31M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,745 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Neighborhealth 403(b) Plan covers 173 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.
- #13,745
- in Healthcare & Social Assistance (16,916 peers)
- +5.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Neighborhealth 403(b) Plan's outsized position by total assets
Neighborhealth 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,212,020 Top 22% higher than 78% 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
Neighborhealth 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. Neighborhealth 403(b) Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Neighborhealth 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Neighborhealth 403(b) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237425849 · NEIGHBORHEALTH PY 2024 · Other
Neighborhealth 403(b) Plan · $31M · 173 · 78th
- PHOTO $31M
- IND 173
- EOY 78th
- 5500 Other
- ASSETS near Fraser 403(b) Retirement Plan
- PCT ind #13745
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 →
Neighborhealth 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $2M |
| Employer EIN | 237425849 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NEIGHBORHEALTH)
Sponsor-wide plan assets over time
All NEIGHBORHEALTH plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 25.645575967324852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,321 | $89M |
| 2023 | 2 | 1,411 | $100M |
| 2024 | 2 | 1,508 | $112M |
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
Neighborhealth 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Fraser 403(b) Retirement Plan in WI ($31M); by covered participants it is American Society for Microbiology DC Retirement Plan in DC (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.