401(k) · DOL Form 5500 · 2024

Umass Memorial Health 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
745
Participants Near avg headcount
73rd
Percentile by assets National rank
$31,130
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Healthlink Section 401(k) Plan · Sponsored by Umass Memorial Health · Massachusetts · Healthcare & Social Assistance

$23M in assets, 745 participants

Umass Memorial Health's Community Healthlink Section 401(k) Plan reported $23M in total assets and 745 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,045 in Healthcare & Social Assistance (16,916 peers)

Umass Memorial Health multi-year trail

Umass Memorial Health's plans moved +17.7% in assets from 2022 to 2024; this filing shows Community Healthlink Section 401(k) Plan at $23M / 745 participants.

#13,045
in Healthcare & Social Assistance (16,916 peers)
+4.6%
assets growth YoY

Community Healthlink Section 401(k) Plan's outsized position by total assets

Community Healthlink Section 401(k) Plan vs every filed plan by assets

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

$23,191,769 Top 27% higher than 73% 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

Community Healthlink Section 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Healthlink Section 401(k) Plan sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Healthlink Section 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Community Healthlink Section 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Community Healthlink Section 401(k) Plan reported participants rose from 727 in the plan year 2023 filing to 745 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042626179 · Umass Memorial Health PY 2024 · 401(k)

Community Healthlink Section 401(k) Plan · $23M · 745 · 73rd

  • EOY $23M
  • 5500 745
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near Kopka, Pinkus & Dolin Employee Savings & Retirement Plan
  • RANK ind #13045

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 →

Community Healthlink Section 401(k) Plan in the asset neighbourhood

Rdr, Inc. 401(k) Profit Sharing PlanRdr, Inc. 401(k) Profit Shar…$23MNaco 401(k) Plan$23MCommunity Healthlink Section 401(k) PlanCommunity Healthlink Section…$23MKopka, Pinkus & Dolin Employee Savings & Retirement PlanKopka, Pinkus & Dolin Employ…$23MPediatric Surgical Associates, Ltd. Profit Sharing PlanPediatric Surgical Associate…$23M
End-of-year total assets ($M) among Community Healthlink Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Umass Memorial Health multi-year asset trail

Sponsor-wide plan assets over time

All Umass Memorial Health plans reported in each filing year

Latest sponsor-wide plan assets
$23M 17.748408867652355% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.7M $23.2M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 928 $20M
2023 1 727 $22M
2024 1 745 $23M

Umass Memorial Health filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN042626179
Plan Effective Date1991-09-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Healthlink Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Community Healthlink Section 401(k) Plan, Total assets ($B): 0.023191769 · Participants: 745Community Healthlink Section 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Community Healthlink Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Community Healthlink Section 401(k) Plan side-by-side with 3 peers →

Community Healthlink Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kopka, Pinkus & Dolin Employee Savings & Retirement Plan in IL ($23M); by covered participants it is American Orthodontics Corporation Employees' Wage Investment Plan in WI (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Community Healthlink Section 401(k) Plan assets move in 2024? ▼
Community Healthlink Section 401(k) Plan edged up modestly - up 4.6% during 2024, from $22M to $23M. Reported net income was $1M.
How have Umass Memorial Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umass Memorial Health's sponsor-wide assets grew 17.7%, from $20M to $23M.
Which 401(k) plans are similar in size to Community Healthlink Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kopka, Pinkus & Dolin Employee Savings & Retirement Plan in IL ($23M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Community Healthlink Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Orthodontics Corporation Employees' Wage Investment Plan in WI (745 participants, $80M 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 042626179.

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.