Other · DOL Form 5500 · 2024

Stamford Health, Inc. Retirement Plan

Data updated 2026-07-24

$504M
Total assets: 3,706
Participants: 97th
Percentile by assets: $136,129
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

Coverage in Connecticut

Stamford Health System Defined Contribution Retirement Plan covers 3,706 participants in Connecticut, 5.0x the typical Connecticut plan (state average ~740 per filing). Assets: $504M.

$504M
total plan assets (2024 EOY): 3,706
covered participants: 97th
percentile by assets (of 116,472 plans): $136,129
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Connecticut

Industry

Healthcare & Social Assistance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 740 participants across 1,756 plans. Stamford Health System Defined Contribution Retirement Plan reports 3,706 participants - 5.0x that state average ($504M EOY assets).

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.)

Total plan assets by year, all Stamford Health, Inc. plans on file

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.

Stamford Health System Defined Contribution Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants

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

Compare Stamford Health System Defined Contribut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Stamford Health System Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Stamford Health System Defined Contribution Retirement Plan assets move in 2024? ▼

Stamford Health System Defined Contribution Retirement Plan grew sharply - up 17.7% during 2024, from $429M to $504M. Reported net income was $76M.

How have Stamford Health, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stamford Health, Inc.'s sponsor-wide assets declined 16.9%, from $607M to $504M.

Where does Stamford Health System Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Stamford Health System Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Stamford Health System Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is New York Blood Center Retirement Plan in NY ($505M, 2,629 participants).

Next read for Stamford Health System Defined Contribut…

Filing takeaways

Ways to act on Stamford Health System Defined Contribution Retirement Plan's numbers.

By total assets, Stamford Health System Defined Contribution Retirement 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 Connecticut. Compare plans
Stamford Health, Inc.'s sponsor-wide assets have declined 16.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 222476636.

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.