Other · DOL Form 5500 · 2024

Holyoke Medical Center, Inc. Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
2,127
Participants Near avg headcount
88th
Percentile by assets National rank
$33,153
Avg per participant Low balance/head
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Official DOL plan name: Holyoke Medical Center, Inc. 403(b) Retirement Plan · Sponsored by Holyoke Medical Center, Inc. · Massachusetts · Healthcare & Social Assistance

$71M in assets, 2,127 participants

Holyoke Medical Center, Inc.'s Holyoke Medical Center, Inc. 403(b) Retirement Plan reported $71M in total assets and 2,127 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,110 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Holyoke Medical Center, Inc. 403(b) Retirement Plan covers 2,127 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $71M.

#15,110
in Healthcare & Social Assistance (16,916 peers)
+19.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Holyoke Medical Center, Inc. 403(b) Retirement Plan's outsized position by total assets

Holyoke Medical Center, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$70,516,536 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Holyoke Medical Center, Inc. 403(b) Retirement 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. Holyoke Medical Center, Inc. 403(b) Retirement Plan lands in the large band (2,127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holyoke Medical Center, Inc. 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Holyoke Medical Center, Inc. 403(b) Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Holyoke Medical Center, Inc. 403(b) Retirement Plan reported participants rose from 2,015 in the plan year 2023 filing to 2,127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222520073 · Holyoke Medical Center, Inc. PY 2024 · Other

Holyoke Medical Center, Inc. 403(b) Retirement Plan · $71M · 2,127 · 88th

  • BOOK $71M
  • BOOK 2,127
  • BOOK 88th
  • BOOK Other
  • BOOK near Education Northwest Defined Contribution Plan
  • BOOK ind #15110

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 →

Holyoke Medical Center, Inc. 403(b) Retirement Plan in the asset neighbourhood

University of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$71MHolyoke Medical Center, Inc. 403(b) Retirement PlanHolyoke Medical Center, Inc.…$71MEducation Northwest Defined Contribution PlanEducation Northwest Defined …$70MHanover College 403(b) Retirement PlanHanover College 403(b) Retir…$70MThe Wheeler School Defined Contribution Retirement PlanThe Wheeler School Defined C…$70M
End-of-year total assets ($M) among Holyoke Medical Center, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$71M
Net Income$12M
Employer EIN222520073
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holyoke Medical Center, Inc.)

Sponsor-wide plan assets over time

All Holyoke Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 45.76248982890971% vs 2022
2024 filing year
$50M$100M$150M 202220232024 $130M $70.5M ▼ -45.8%
Year Plans Participants Total Assets
2022 2 2,312 $130M
2023 2 2,255 $60M
2024 1 2,127 $71M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Holyoke Medical Center, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -1012345 Total assets ($B) Participants Holyoke Medical Center, Inc. 403(b) Retirement Plan, Total assets ($B): 0.070516536 · Participants: 2127Holyoke Medical Center, Inc. 403(b) Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Holyoke Medical Center, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Holyoke Medical Center, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Holyoke Medical Center, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Education Northwest Defined Contribution Plan in OR ($70M); by covered participants it is Bozeman Health 403(b) Plan in MT (2,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,127 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.

Frequently Asked Questions

How did Holyoke Medical Center, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Holyoke Medical Center, Inc. 403(b) Retirement Plan grew sharply - up 19.1% during 2024, from $59M to $71M. Reported net income was $12M.
How have Holyoke Medical Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holyoke Medical Center, Inc.'s sponsor-wide assets declined 45.8%, from $130M to $71M.
Where does Holyoke Medical Center, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Holyoke Medical Center, Inc. 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Holyoke Medical Center, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Education Northwest Defined Contribution Plan in OR ($70M, 76 participants).
Which Other plans cover a similar participant headcount to Holyoke Medical Center, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bozeman Health 403(b) Plan in MT (2,130 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222520073.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.