Other · DOL Form 5500 · 2024
South Shore Hospital, Inc. Retirement Plan
Data updated 2026-08-11
- $727M
- Total assets
- 6,005
- Participants
- 98th
- Percentile by assets
- $121,052
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $727M
- total plan assets (2024 EOY)
- 6,005
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $121,052
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. South Shore Health Retirement Savings Plan reports 6,005 participants - 9.1x that state average ($727M EOY assets).
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.)
| 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.
South Shore Health Retirement Savings 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
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 |
Similar-Sized Other Plans Nationally
Other plans in other states closest to South Shore Health Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did South Shore Health Retirement Savings Plan assets move in 2024? ▼
How have South Shore Hospital, Inc. plan assets changed over time? ▼
Where does South Shore Health Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to South Shore Health Retirement Savings Plan? ▼
Next read for South Shore Health Retirement Savings Pl…
Filing takeaways
Ways to act on South Shore Health Retirement Savings Plan's numbers.
- By total assets, South Shore Health Retirement Savings 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
- South Shore Hospital, Inc.'s sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans