Middlesex Health pension plans

Middlesex Health, Middletown, CT. EIN 22-2676137. Annual reports 2009–2025. Also filed as Middlesex Health System, Inc.

Middlesex Health has one active retirement plan on file, the Middlesex Retirement Savings and Investment Plan, with 6,777 participants and $547 million in assets in 2025.

Active plans: 1
Participants: 6,777
Plan assets: $547 million
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Middlesex Retirement Savings and Investment Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 010Employer EIN 22-2676137
Participants (2025): 6,777
Net assets (2025): $547 million
Last listed recordkeeper: Voya2010–2015
Plan administrator: Middlesex Health
28 Crescent Street
Middletown, CT 06457
(860) 358-6385As filed for 2025
In effect since: January 1, 2009

Earlier sponsor: Middlesex Health System, Inc. (2010–2020).

Year by year, 2010 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,777	$547 million	not listed
2024	6,791	$473 million	not listed
2023	6,537	$420 million	not listed
2022	6,621	$351 million	not listed
2021	6,019	$404 million	not listed
2020	5,755	$353 million	not listed
2019	6,133	$289 million	not listed
2018	5,461	$234 million	not listed
2017	5,558	$212 million	not listed
2016	4,708	$173 million	not listed
2015	4,607	$149 million	Voya
2014	4,259	$134 million	Voya
2013	4,091	$115 million	Voya
2012	3,845	$86.1 million	Voya
2011	3,460	$62.7 million	Voya
2010	3,081	$46.5 million	Voya

Middlesex Health System Pension Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 22-2676137
Participants (2018): 1
Net assets (2018): $328,743
Last listed administrator: The Angell Pension Group2016–2017
Plan administrator: Middlesex Health System, Inc.
28 Crescent Street
Middletown, CT 06457
(860) 358-6385As filed for 2019
In effect since: August 1, 1970

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	1	$328,743	not listed
2017	10	$296,449	The Angell Pension Group
2016	2,814	$275 million	The Angell Pension Group
2015	2,803	$261 million	not listed
2014	2,840	$235 million	not listed
2013	3,335	$228 million	not listed
2012	3,386	$204 million	not listed
2011	3,388	$183 million	not listed
2010	3,432	$145 million	not listed
2009	3,494	$141 million	not listed

Middlesex Visiting Nurses and Home Services Inc. Retirement Plan

Profit-sharing planClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 22-2676137
Participants (2016): 95
Net assets (2016): $1.9 million
Plan administrator: Middlesex Health System, Inc.
28 Crescent Street
Middletown, CT 06457
(860) 358-6385As filed for 2017
In effect since: January 1, 1995

Earlier plan names: Middlesex Visiting Nurses and Home Health Services Inc. Retirement Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	95	$1.9 million	not listed
2015	98	$1.8 million	not listed
2014	94	$1.9 million	not listed
2013	99	$1.9 million	not listed
2012	107	$1.9 million	not listed
2011	113	$1.8 million	not listed
2010	109	$1.8 million	not listed
2009	114	$1.6 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((860) 358-6385). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.