Other · DOL Form 5500 · 2024
South Shore Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $727M
- Total assets Above avg plan size
- 6,005
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $121,052
- Avg per participant Near avg balance/head
Official DOL plan name: South Shore Health Retirement Savings Plan · Sponsored by South Shore Hospital, Inc. · Massachusetts · Healthcare & Social Assistance
$727M in assets, 6,005 participants
South Shore Hospital, Inc.'s South Shore Health Retirement Savings Plan reported $727M in total assets and 6,005 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,570 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
South Shore Health Retirement Savings Plan covers 6,005 participants in Massachusetts, 9.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $727M.
- #16,570
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
- 7.3×
- vs typical plan assets (national mean)
South Shore Health Retirement Savings Plan's outsized position by total assets
South Shore Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$726,915,364 Top 2% higher than 98% 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
South Shore Health Retirement Savings 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. South Shore Health Retirement Savings Plan lands in the large band (6,005 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Shore Health Retirement Savings Plan reported net income fell from $91M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- South Shore Health Retirement Savings Plan end-of-year assets rose from $655M in the plan year 2023 filing to $727M in the plan year 2024 filing.
- South Shore Health Retirement Savings Plan reported participants rose from 5,591 in the plan year 2023 filing to 6,005 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042769210 · South Shore Hospital, Inc. PY 2024 · Other
South Shore Health Retirement Savings Plan · $727M · 6,005 · 98th
- IND $727M
- IND 6,005
- IND 98th
- IND Other
- IND near Scripps Health 403(b) Plan
- IND ind #16570
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 →
South Shore Health Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $655M |
|---|---|
| Net Assets (End of Year) | $727M |
| Net Income | $72M |
| Employer EIN | 042769210 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Shore Hospital, Inc.)
Sponsor-wide plan assets over time
All South Shore Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $727M 28.775095989007514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,537 | $564M |
| 2023 | 1 | 5,591 | $655M |
| 2024 | 1 | 6,005 | $727M |
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
Scale composition for South Shore Health Retirement Savings Plan
South Shore Health Retirement Savings Plan reports $727M in end-of-year assets across 6,005 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $121,052 per participant (88% of the national average assets-per-participant) . Net income for plan year 2024 was $72M.
This plan identity (EIN 042769210, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $564M to $727M (+28.9%) while covered participants moved from 5,933 to 6,005 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,933 | $564M | Open filing |
| 2023 | 5,591 | $655M | Open filing |
| 2024 · index core | 6,005 | $727M | This page |
South Shore Health Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Scripps Health 403(b) Plan in CA ($729M); by covered participants it is Community Options, Inc. 403(b) Custodial Account Plan in NJ (6,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($727M here).
- Scripps Health 403(b) Plan (CA) $729M · 17,599
- Ballad Health 403(b) Plan (TN) $731M · 12,134
- New York Medical College Tax-Deferred Annuity Plan (NY) $720M · 1,362
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $734M · 2,092
Similar participant headcount
Nearest other-state filings by covered participants (6,005 participants); asset peers above are excluded.
- Community Options, Inc. 403(b) Custodial Account Plan (NJ) 6,008 · 3 off
- Medisys Health Network, Inc. 403(b) Plan (NY) 6,015 · 10 off
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) 5,973 · 32 off
- Capital Health Retirement Savings & Investment Plan (NJ) 5,966 · 39 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.