How big is Marlborough Hospital's plan?

Marlborough Hospital's plan reported $51.9M in assets and 696 participants for 2024.

Original filing (PDF)20251015143235NAL0002458451001

Marlborough Hospital

Name: Marlborough Hospital — Marlborough Hospital Defined, Form 5500 (2024)
Creator: Marlborough Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Marlborough Hospital Defined Contribution Plan

403(b) retirement plan · Marlborough Hospital's Marlborough Hospital Defined Contribution Plan held $51.9M in plan assets for 696 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosure96% in single holding

Active participants

696

Accounts w/ balance

683

Plan assets (EOY)

$51.9M

Net assets (EOY)

$51.9M

People on this filing

Diane Sarkisian signed Marlborough Hospital's 2024 Form 5500 as plan administrator.

Diane Sarkisian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marlborough Hospital's EIN is 04-2104693.

EIN 04-2104693

Plan number 002

Plan year 2024

ACK ID 20251015143235NAL0002458451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marlborough Hospital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marlborough Hospital's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARLBOROUGH HOSPITAL.

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How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

MARLBOROUGH HOSPITAL

EIN

all filings

Address

157 UNION STREET · MARLBOROUGH, MA · 01752

Phone

(508) 334-8511

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	INVESTMENT ADVISOR	$4K	—
FIDUCIENT ADVISORS

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

3 direct securities· $47.4M(91% of reported assets)

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$45.5M	87.6%
[Assets held in interest-bearing cash]	Other	—	—	$1.5M	2.9%
[Assets held in participant loans]	Other	—	—	$387K	0.7%