Other · DOL Form 5500 · 2024
Stamford Health, Inc. Retirement Plan
Data updated 2026-08-25
- $504M
- Total assets Above avg plan size
- 3,706
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $136,129
- Avg per participant Near avg balance/head
Official DOL plan name: Stamford Health System Defined Contribution Retirement Plan · Sponsored by Stamford Health, Inc. · Connecticut · Healthcare & Social Assistance
$504M in assets, 3,706 participants
Stamford Health, Inc.'s Stamford Health System Defined Contribution Retirement Plan reported $504M in total assets and 3,706 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,456 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Stamford Health System Defined Contribution Retirement Plan covers 3,706 participants in Connecticut, 5.2x the typical Connecticut plan (state average ~718 per filing). Assets: $504M.
- #16,456
- in Healthcare & Social Assistance (16,916 peers)
- +17.7%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Stamford Health System Defined Contribution Retirement Plan's outsized position by total assets
Stamford Health System Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$504,494,656 Top 3% higher than 97% 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
Stamford Health System Defined Contribution 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. Stamford Health System Defined Contribution Retirement Plan lands in the large band (3,706 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stamford Health System Defined Contribution Retirement Plan end-of-year assets rose from $429M in the plan year 2023 filing to $504M in the plan year 2024 filing.
- Stamford Health System Defined Contribution Retirement Plan reported net income fell from $86M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Stamford Health System Defined Contribution Retirement Plan reported participants rose from 3,482 in the plan year 2023 filing to 3,706 in the plan year 2024 filing.
DOL schedule card
Filing strip 222476636 · Stamford Health, Inc. PY 2024 · Other
Stamford Health System Defined Contribution Retirement Plan · $504M · 3,706 · 97th
- TYPE $504M
- TYPE 3,706
- TYPE 97th
- TYPE Other
- TYPE near New York Blood Center Retirement Plan
- TYPE ind #16456
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 Connecticut →
Stamford Health System Defined Contribution Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $429M |
|---|---|
| Net Assets (End of Year) | $504M |
| Net Income | $76M |
| Employer EIN | 222476636 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stamford Health, Inc.)
Sponsor-wide plan assets over time
All Stamford Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $504M 16.944490945869944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,980 | $607M |
| 2023 | 2 | 3,757 | $429M |
| 2024 | 1 | 3,706 | $504M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Stamford Health System Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is New York Blood Center Retirement Plan in NY ($505M); by covered participants it is The Cambridge Health Alliance Partnership Plan in MA (3,678 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($504M here).
- New York Blood Center Retirement Plan (NY) $505M · 2,629
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) $504M · 1,508
- Children's Medical Center of Dallas Employee Savings Plan 401(a)Component (TX) $507M · 10,127
- Midwestern University Retirement Plan (IL) $508M · 1,636
Similar participant headcount
Nearest other-state filings by covered participants (3,706 participants); asset peers above are excluded.
- The Cambridge Health Alliance Partnership Plan (MA) 3,678 · 28 off
- Anmed Health 401(a) Retirement Plan (SC) 3,670 · 36 off
- Swedishamerican 403(b) Incentivesaver Plan (IL) 3,754 · 48 off
- Emanate Health Retirement Plan (CA) 3,772 · 66 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.