Other · DOL Form 5500 · 2024
Charles River Community Health, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $43,243
- Avg per participant Low balance/head
Official DOL plan name: Charles River Community Health, Inc. 403(b) Plan · Sponsored by Charles River Community Health, Inc. · Massachusetts · Healthcare & Social Assistance
$9M in assets, 198 participants
Charles River Community Health, Inc.'s Charles River Community Health, Inc. 403(b) Plan reported $9M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,750 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Charles River Community Health, Inc. 403(b) Plan covers 198 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- #9,750
- in Healthcare & Social Assistance (16,916 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles River Community Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles River Community Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,562,169 Top 48% higher than 52% 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
Charles River Community Health, Inc. 403(b) 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. Charles River Community Health, Inc. 403(b) Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles River Community Health, Inc. 403(b) Plan reported net income fell from $792K in the plan year 2023 filing to -$80K in the plan year 2024 filing.
- Charles River Community Health, Inc. 403(b) Plan reported participants rose from 190 in the plan year 2023 filing to 198 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237221597 · Charles River Community Health, Inc. PY 2024 · Other
Charles River Community Health, Inc. 403(b) Plan · $9M · 198 · 52nd
- EBSA $9M
- EBSA 198
- EBSA 52nd
- EBSA Other
- EBSA near The Briarwood School Tda Plan
- EBSA ind #9750
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 →
Charles River Community Health, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$80K |
| Employer EIN | 237221597 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles River Community Health, Inc.)
Sponsor-wide plan assets over time
All Charles River Community Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 9.065047444015145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $8M |
| 2023 | 1 | 190 | $9M |
| 2024 | 1 | 198 | $9M |
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
Charles River Community Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Briarwood School Tda Plan in TX ($9M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 198 · 0 off
- Palmer Trinity School 403(b) DC Plan (FL) 198 · 0 off
- Friends Academy Defined Contribution Retirement Plan (NY) 198 · 0 off
- Retirement Plan of Bridges Healthcare, Inc. (CT) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.