Other · DOL Form 5500 · 2024

Institute for Health Recovery Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
101
Participants Small participant base
57th
Percentile by assets National rank
$104,202
Avg per participant Below avg balance/head
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Official DOL plan name: Institute for Health Recovery 403(b) DC Plan · Sponsored by Institute for Health Recovery · Massachusetts · Educational Services

$11M in assets, 101 participants

Institute for Health Recovery's Institute for Health Recovery 403(b) DC Plan reported $11M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,438 in Educational Services (3,638 peers)

Coverage in Massachusetts

Institute for Health Recovery 403(b) DC Plan covers 101 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#1,438
in Educational Services (3,638 peers)
+10.8%
assets growth YoY

Institute for Health Recovery 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Institute for Health Recovery 403(b) DC Plan vs every filed plan by assets

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

$10,524,431 Top 43% higher than 57% 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

Institute for Health Recovery 403(b) DC 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. Institute for Health Recovery 403(b) DC Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institute for Health Recovery 403(b) DC Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Institute for Health Recovery 403(b) DC Plan reported participants rose from 93 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Institute for Health Recovery 403(b) DC Plan reported net income rose from $949K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043086647 · Institute for Health Recovery PY 2024 · Other

Institute for Health Recovery 403(b) DC Plan · $11M · 101 · 57th

  • EIN $11M
  • EIN 101
  • EIN 57th
  • EIN Other
  • EIN near Momentous Institute Tda Retirement Plan
  • EIN ind #1438

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 Educational Services retirement plans → · Plans in Massachusetts →

Institute for Health Recovery 403(b) DC Plan in the asset neighbourhood

Momentous Institute Tda Retirement PlanMomentous Institute Tda Reti…$11MInstitute for Health Recovery 403(b) DC PlanInstitute for Health Recover…$11MSeattle Theatre Group Retirement Savings PlanSeattle Theatre Group Retire…$11MMcr Health, Inc. 403(b) Plan$11MThe Recovery Network of Programs, Inc. 403b Retirement PlanThe Recovery Network of Prog…$11M
End-of-year total assets ($M) among Institute for Health Recovery 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN043086647
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Health Recovery)

Sponsor-wide plan assets over time

All Institute for Health Recovery plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.126256335934197% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.55M $10.5M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 92 $9M
2023 1 93 $9M
2024 1 101 $11M

Nearby Other Plans in Massachusetts

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

Institute for Health Recovery 403(b) DC Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Institute for Health Recovery 403(b) DC Plan, Total assets ($B): 0.010524431 · Participants: 101Institute for Health Recovery 403(b) DC PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Institute for Health Recovery 403(b) DC Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Institute for Health Recovery 403(b) DC Plan side-by-side with 3 peers →

Institute for Health Recovery 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Momentous Institute Tda Retirement Plan in TX ($11M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Institute for Health Recovery 403(b) DC Plan assets move in 2024? ▼
Institute for Health Recovery 403(b) DC Plan grew at a solid clip - up 10.8% during 2024, from $9M to $11M. Reported net income was $1M.
How have Institute for Health Recovery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Health Recovery's sponsor-wide assets grew 23.1%, from $9M to $11M.
Which Other plans are similar in size to Institute for Health Recovery 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Momentous Institute Tda Retirement Plan in TX ($11M, 125 participants).
Which Other plans cover a similar participant headcount to Institute for Health Recovery 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants, $8M 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 043086647.

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.