Other · DOL Form 5500 · 2024
Umass Memorial Healthalliance-Clinton Hospital, Inc Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $121,320
- Avg per participant Near avg balance/head
Official DOL plan name: Clinton Hospital Association Tax Sheltered Annuity Plan · Sponsored by Umass Memorial Healthalliance-Clinton Hospital, Inc · Massachusetts · Healthcare & Social Assistance
$14M in assets, 114 participants
Umass Memorial Healthalliance-Clinton Hospital, Inc's Clinton Hospital Association Tax Sheltered Annuity Plan reported $14M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,478 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Clinton Hospital Association Tax Sheltered Annuity Plan covers 114 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #11,478
- in Healthcare & Social Assistance (16,916 peers)
- +9.2%
- assets growth YoY
Clinton Hospital Association Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clinton Hospital Association Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,830,455 Top 37% higher than 63% 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
Clinton Hospital Association Tax Sheltered Annuity 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. Clinton Hospital Association Tax Sheltered Annuity Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clinton Hospital Association Tax Sheltered Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Clinton Hospital Association Tax Sheltered Annuity Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Clinton Hospital Association Tax Sheltered Annuity Plan reported participants rose from 109 in the plan year 2023 filing to 114 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103555 · Umass Memorial Healthalliance-Clinton Hospital, Inc PY 2024 · Other
Clinton Hospital Association Tax Sheltered Annuity Plan · $14M · 114 · 63rd
- TYPE $14M
- TYPE 114
- TYPE 63rd
- TYPE Other
- TYPE near Cds Life Transitions 403(b) Plan
- TYPE ind #11478
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 →
Clinton Hospital Association Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 042103555 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Healthalliance-Clinton Hospital, Inc)
Sponsor-wide plan assets over time
All Umass Memorial Healthalliance-Clinton Hospital, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 15.738804112173815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,487 | $113M |
| 2023 | 2 | 1,547 | $124M |
| 2024 | 2 | 1,516 | $131M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Clinton Hospital Association Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Cds Life Transitions 403(b) Plan in NY ($14M); by covered participants it is Central Christian College 403(b) DC Plan in KS (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Cds Life Transitions 403(b) Plan (NY) $14M · 752
- Ashe Memorial Hospital 403(b) Plan (NC) $14M · 346
- 403(b) Thrift Plan of Comprehensive Community Action, Inc. (RI) $14M · 371
- Easterseals Midwest 403(b) Plan (MO) $14M · 1,651
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Central Christian College 403(b) DC Plan (KS) 114 · 0 off
- Ecole Bilingue Retirement Plan (CA) 114 · 0 off
- National Ffa Organization 403(b) Plan (IN) 114 · 0 off
- Berks Counseling Center, Inc. 403(b) Retirement Plan (PA) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.