Other · DOL Form 5500 · 2022
Dana-Farber Cancer Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $595M
- Total assets Above avg plan size
- 6,492
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $91,602
- Avg per participant Below avg balance/head
Official DOL plan name: Dana-Farber Cancer Institute Tax Deferred Annuity Plan · Sponsored by Dana-Farber Cancer Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$595M in assets, 6,492 participants
Dana-Farber Cancer Institute, Inc.'s Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported $595M in total assets and 6,492 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,740 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Dana-Farber Cancer Institute Tax Deferred Annuity Plan covers 6,492 participants in Massachusetts, 9.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $595M.
- #19,740
- in Healthcare & Social Assistance (20,060 peers)
- -12.3%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dana-Farber Cancer Institute Tax Deferred Annuity Plan's outsized position by total assets
Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$594,679,916 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dana-Farber Cancer Institute Tax Deferred Annuity 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. Dana-Farber Cancer Institute Tax Deferred Annuity Plan lands in the large band (6,492 participants).
Plan-year Form 5500 strip
Filing strip 042263040 · Dana-Farber Cancer Institute, Inc. PY 2022 · Other
Dana-Farber Cancer Institute Tax Deferred Annuity Plan · $595M · 6,492 · 98th
- BOOK $595M
- VS-ST 6,492
- BOY 98th
- SCH Other
- EBSA near Centra Health Matching Tax Deferred Savings Plan
- PART ind #19740
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 →
Dana-Farber Cancer Institute Tax Deferred Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $678M |
|---|---|
| Net Assets (End of Year) | $595M |
| Net Income | -$84M |
| Employer EIN | 042263040 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana-Farber Cancer Institute, Inc.)
Sponsor-wide plan assets over time
All Dana-Farber Cancer Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 45.382563230650604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,791 | $1.3B |
| 2023 | 3 | 11,461 | $1.6B |
| 2024 | 3 | 13,163 | $1.8B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Dana-Farber Cancer Institute Tax Deferred Annuity Plan
Dana-Farber Cancer Institute Tax Deferred Annuity Plan reports $595M in end-of-year assets across 6,492 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $91,602 per participant (66% of the national average assets-per-participant) . Net income for plan year 2022 was -$84M.
This plan identity (EIN 042263040, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $595M to $870M (+46.2%) while covered participants moved from 6,492 to 7,579 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,492 | $595M | This page |
| 2023 | 6,758 | $735M | Open filing |
| 2024 · index core | 7,579 | $870M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Dana-Farber Cancer Institute Retirement Plan (Profit Sharing, $930M, 5,518 participants)
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (Other, $870M, 7,579 participants)
Dana-Farber Cancer Institute Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Centra Health Matching Tax Deferred Savings Plan in VA ($595M); by covered participants it is Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan in WI (6,479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($595M here).
- Centra Health Matching Tax Deferred Savings Plan (VA) $595M · 6,854
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $595M · 8,264
- Baptist Health System, Inc. Matched Savings Plan (FL) $593M · 11,219
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $597M · 12,418
Similar participant headcount
Nearest other-state filings by covered participants (6,492 participants); asset peers above are excluded.
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) 6,479 · 13 off
- Sanford 403(b) Retirement Savings Plan (ND) 6,516 · 24 off
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 6,520 · 28 off
- Guthrie 403(b) Retirement Savings Plan (PA) 6,526 · 34 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.