Other · DOL Form 5500 · 2022

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc Retirement Plan

Data updated 2026-08-25

$935M
Total assets Above avg plan size
1,729
Participants Near avg headcount
99th
Percentile by assets National rank
$540,538
Avg per participant High balance/head
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Official DOL plan name: Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan · Sponsored by Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc · Massachusetts · Healthcare & Social Assistance

$935M in assets, 1,729 participants

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported $935M in total assets and 1,729 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #19,868 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan covers 1,729 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $935M.

#19,868
in Healthcare & Social Assistance (20,060 peers)
-18.5%
assets change YoY
9.4×
vs typical plan assets (national mean)

The plan reported a net loss of $212M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's outsized position by total assets

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$934,590,382 Top 1% higher than 99% of 139,123 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 2022

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan lands in the large band (1,729 participants).

Plan-year Form 5500 strip

Filing strip 222768204 · Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc PY 2022 · Other

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan · $935M · 1,729 · 99th

  • PCT $935M
  • EIN 1,729
  • RANK 99th
  • PHOTO Other
  • IND near Southern Methodist University Retirement Plan
  • EOY ind #19868

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 →

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in the asset neighbourhood

Board of Electrical Workers Local #26 I.a. Individual Account PlanBoard of Electrical Workers …$948MNorthern Light Health Retirement Partnership 403(b) PlanNorthern Light Health Retire…$938MHarvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement PlanHarvard Medical Faculty Phys…$935MSouthern Methodist University Retirement PlanSouthern Methodist Universit…$932MThe Nemours Foundation Section 403(b) PlanThe Nemours Foundation Secti…$924M
End-of-year total assets ($M) among Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$935M
Net Income-$212M
Employer EIN222768204
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc)

Sponsor-wide plan assets over time

All Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 41.78614092640067% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.53B $2.18B ▲ +42.5%
Year Plans Participants Total Assets
2022 2 3,737 $1.5B
2023 2 4,033 $1.8B
2024 2 4,173 $2.2B

Nearby Other Plans in Massachusetts

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

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan, Total assets ($B): 0.934590382 · Participants: 1729Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan side-by-side with 3 peers →

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Southern Methodist University Retirement Plan in TX ($932M); by covered participants it is San Diego State University Foundation Defined Contribution Retirement Plan in CA (1,727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,729 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan assets move in 2022? ▼
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan declined sharply - down 18.5% during 2022, from $1.1B to $935M. Reported net income was -$212M.
How have Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's sponsor-wide assets grew 41.8%, from $1.5B to $2.2B.
Where does Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Southern Methodist University Retirement Plan in TX ($932M, 2,277 participants).
Which Other plans cover a similar participant headcount to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is San Diego State University Foundation Defined Contribution Retirement Plan in CA (1,727 participants, $223M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222768204.

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.