Other · DOL Form 5500 · 2024

Exeter Health Resources, Inc Retirement Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
2,494
Participants Above avg headcount
94th
Percentile by assets National rank
$69,993
Avg per participant Below avg balance/head
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Official DOL plan name: Exeter Health Resources 403(b) Retirement Savings Plan · Sponsored by Exeter Health Resources, Inc · New Hampshire · Healthcare & Social Assistance

$175M in assets, 2,494 participants

Exeter Health Resources, Inc's Exeter Health Resources 403(b) Retirement Savings Plan reported $175M in total assets and 2,494 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #15,974 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Hampshire

Exeter Health Resources 403(b) Retirement Savings Plan covers 2,494 participants in New Hampshire, 8.3x the typical New Hampshire plan (state average ~301 per filing). Assets: $175M.

#15,974
in Healthcare & Social Assistance (16,916 peers)
+2.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Exeter Health Resources 403(b) Retirement Savings Plan's outsized position by total assets

Exeter Health Resources 403(b) Retirement Savings Plan vs every filed plan by assets

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

$174,561,864 Top 6% higher than 94% 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

Exeter Health Resources 403(b) 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. Exeter Health Resources 403(b) Retirement Savings Plan lands in the large band (2,494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exeter Health Resources 403(b) Retirement Savings Plan reported net income fell from $25M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Exeter Health Resources 403(b) Retirement Savings Plan end-of-year assets rose from $171M in the plan year 2023 filing to $175M in the plan year 2024 filing.
  • Exeter Health Resources 403(b) Retirement Savings Plan reported participants fell from 2,533 in the plan year 2023 filing to 2,494 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020222126 · Exeter Health Resources, Inc PY 2024 · Other

Exeter Health Resources 403(b) Retirement Savings Plan · $175M · 2,494 · 94th

  • SCH $175M
  • SCH 2,494
  • SCH 94th
  • SCH Other
  • SCH near Family Health Centers of San Diego Tax Deferred Annuity Plan
  • SCH ind #15974

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 New Hampshire →

Exeter Health Resources 403(b) Retirement Savings Plan in the asset neighbourhood

Norc, Inc. Supplemental Retirement PlanNorc, Inc. Supplemental Reti…$175MCapital University 403(b) Retirement PlanCapital University 403(b) Re…$175MFamily Health Centers of San Diego Tax Deferred Annuity PlanFamily Health Centers of San…$175MExeter Health Resources 403(b) Retirement Savings PlanExeter Health Resources 403(…$175MNmdp Employee Contribution PlanNmdp Employee Contribution P…$174M
End-of-year total assets ($M) among Exeter Health Resources 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Hampshire filing particulars

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$175M
Net Income$3M
Employer EIN020222126
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exeter Health Resources, Inc)

Sponsor-wide plan assets over time

All Exeter Health Resources, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$290M 20.354172374765138% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $241M $290M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 3,729 $241M
2023 2 3,839 $279M
2024 2 3,825 $290M

Nearby Other Plans in New Hampshire

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

Exeter Health Resources 403(b) Retirement Savings Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.52 Total assets ($B) Participants Exeter Health Resources 403(b) Retirement Savings Plan, Total assets ($B): 0.174561864 · Participants: 2494Exeter Health Resources 403(b) Retirement Savings PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.650323 · Participants: 13150Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 1.115215444 · Participants: 4150Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.493721877 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.355982371 · Participants: 55403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.290735626 · Participants: 2793Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Exeter Health Resources 403(b) Retirement Savings Plan vs. nearby Other plans in New Hampshire, assets vs. participants

Exeter Health Resources 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Family Health Centers of San Diego Tax Deferred Annuity Plan in CA ($175M); by covered participants it is Westminster Services, Inc. 403(b) Plan in FL (2,502 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,494 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 Exeter Health Resources 403(b) Retirement Savings Plan assets move in 2024?
Exeter Health Resources 403(b) Retirement Savings Plan edged up modestly - up 2.0% during 2024, from $171M to $175M. Reported net income was $3M.
How have Exeter Health Resources, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Exeter Health Resources, Inc's sponsor-wide assets grew 20.4%, from $241M to $290M.
Where does Exeter Health Resources 403(b) Retirement Savings Plan rank by assets among Form 5500 filers?
Exeter Health Resources 403(b) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Exeter Health Resources 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Family Health Centers of San Diego Tax Deferred Annuity Plan in CA ($175M, 2,375 participants).
Which Other plans cover a similar participant headcount to Exeter Health Resources 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Westminster Services, Inc. 403(b) Plan in FL (2,502 participants, $42M in assets).