Profit Sharing · DOL Form 5500 · 2024
Umass Memorial Healthalliance-Clinton Hospital, Inc Profit Sharing Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 1,402
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $83,226
- Avg per participant Below avg balance/head
Official DOL plan name: Healthalliance Partnership Retirement Savings Plan · Sponsored by Umass Memorial Healthalliance-Clinton Hospital, Inc · Massachusetts · Healthcare & Social Assistance
$117M in assets, 1,402 participants
Umass Memorial Healthalliance-Clinton Hospital, Inc's Healthalliance Partnership Retirement Savings Plan reported $117M in total assets and 1,402 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.
- #15,648 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Healthalliance Partnership Retirement Savings Plan covers 1,402 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $117M.
- #15,648
- in Healthcare & Social Assistance (16,916 peers)
- +5.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Healthalliance Partnership Retirement Savings Plan's outsized position by total assets
Healthalliance Partnership Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,682,610 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
Healthalliance Partnership 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. Healthalliance Partnership Retirement Savings Plan lands in the large band (1,402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthalliance Partnership Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Healthalliance Partnership Retirement Savings Plan end-of-year assets rose from $111M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- Healthalliance Partnership Retirement Savings Plan reported participants fell from 1,438 in the plan year 2023 filing to 1,402 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042103555 · Umass Memorial Healthalliance-Clinton Hospital, Inc PY 2024 · Profit Sharing
Healthalliance Partnership Retirement Savings Plan · $117M · 1,402 · 91st
- RANK $117M
- RANK 1,402
- RANK 91st
- RANK Profit Sharing
- RANK near The Agma Retirement Plan
- RANK ind #15648
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 →
Healthalliance Partnership Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $6M |
| Employer EIN | 042103555 |
| Plan Effective Date | 1990-10-01 |
| 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 Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Healthalliance Partnership Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is The Agma Retirement Plan in PA ($117M); by covered participants it is Scansource, Inc. 401(k) Plan in SC (1,401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- The Agma Retirement Plan (PA) $117M · 8,463
- Building Trades Annuity Benefit Fund (NY) $116M · 853
- The Medical Faculty Associates 401(a) Retirement Plan (DC) $116M · 917
- Plumbers and Steamfitters Local No. 7 Annuity Fund (NY) $116M · 998
Similar participant headcount
Nearest other-state filings by covered participants (1,402 participants); asset peers above are excluded.
- Scansource, Inc. 401(k) Plan (SC) 1,401 · 1 off
- St. Francis Health Services of Morris Employees Retirement Plan (MN) 1,399 · 3 off
- Rail Group 401(k) & Profit Sharing Plan (WA) 1,395 · 7 off
- The Institute for Family Health Retirement Plan (NY) 1,393 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.