Other · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$935M
Total assets: 1,729
Participants: 99th
Percentile by assets: $540,538
Avg per participant

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.

99th percentile by assets (of 139,126 plans)
#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.

$935M
total plan assets (2022 EOY): 1,729
covered participants: 99th
percentile by assets (of 139,126 plans): $540,538
avg assets per participant

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.

State

Massachusetts

Industry

Healthcare & Social Assistance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reports 1,729 participants - 2.6x that state average ($935M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$935M
Net Income	-$212M
Employer EIN	222768204
Plan Effective Date	1998-05-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plans on file

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

The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
Boston University Retirement Plan $2.5B · 8,045
Northeastern University Retirement Plan $1.9B · 9,310
Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377

Compare Harvard Medical Faculty Physicians at Be… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan by total assets, not by location.

Southern Methodist University Retirement Plan (TX) $932M · 2,277
Northern Light Health Retirement Partnership 403(b) Plan (ME) $938M · 11,671
The Nemours Foundation Section 403(b) Plan (FL) $924M · 7,882
Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $948M · 11,128

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).

Next read for Harvard Medical Faculty Physicians at Be…

Filing takeaways

Ways to act on Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's numbers.

By total assets, Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's sponsor-wide assets have grown 41.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.