Defined Benefit (Pension) · DOL Form 5500 · 2024
Exeter Health Resources, Inc. Pension Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,331
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $86,687
- Avg per participant Below avg balance/head
Official DOL plan name: Exeter Health Resources, Inc. Account Balance Pension Plan · Sponsored by Exeter Health Resources, Inc. · New Hampshire · Healthcare & Social Assistance
$115M in assets, 1,331 participants
Exeter Health Resources, Inc.'s Exeter Health Resources, Inc. Account Balance Pension Plan reported $115M in total assets and 1,331 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,634 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Hampshire
Exeter Health Resources, Inc. Account Balance Pension Plan covers 1,331 participants in New Hampshire, 4.4x the typical New Hampshire plan (state average ~301 per filing). Assets: $115M.
- #15,634
- in Healthcare & Social Assistance (16,916 peers)
- +7.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Exeter Health Resources, Inc. Account Balance Pension Plan's outsized position by total assets
Exeter Health Resources, Inc. Account Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$115,380,631 Top 9% higher than 91% 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
Exeter Health Resources, Inc. Account Balance Pension 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, Inc. Account Balance Pension Plan lands in the large band (1,331 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Exeter Health Resources, Inc. Account Balance Pension Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Exeter Health Resources, Inc. Account Balance Pension Plan end-of-year assets rose from $107M in the plan year 2023 filing to $115M in the plan year 2024 filing.
- Exeter Health Resources, Inc. Account Balance Pension Plan reported participants rose from 1,306 in the plan year 2023 filing to 1,331 in the plan year 2024 filing.
DOL schedule card
Filing strip 020222126 · Exeter Health Resources, Inc. PY 2024 · Defined Benefit (Pension)
Exeter Health Resources, Inc. Account Balance Pension Plan · $115M · 1,331 · 91st
- PHOTO $115M
- IND 1,331
- EOY 91st
- 5500 Defined Benefit (Pension)
- ASSETS near Bertelsmann Pension Account Plan
- PCT ind #15634
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, Inc. Account Balance Pension Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $8M |
| Employer EIN | 020222126 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,729 | $241M |
| 2023 | 2 | 3,839 | $279M |
| 2024 | 2 | 3,825 | $290M |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $609M · 1,373
- Retirement Plan for Employees of Concord Hospital $413M · 3,416
- Elliot Health System Pension Plan $267M · 475
- Catholic Medical Center Pension Plan $243M · 352
- Osram Sylvania Pension Plan $210M · 238
Exeter Health Resources, Inc. Account Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Bertelsmann Pension Account Plan in NY ($115M); by covered participants it is Resilient Floor Covering Pension Fund in CA (1,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,331 participants); asset peers above are excluded.
- Resilient Floor Covering Pension Fund (CA) 1,331 · 0 off
- Colgate-Palmolive Company Employees' Retirement Income Plan (NY) 1,330 · 1 off
- Amerihealth Caritas Pension Plan (PA) 1,335 · 4 off
- Nc Farm Bureau Mutual Insurance Company Retirement Plan (NC) 1,326 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.