Other · DOL Form 5500 · 2022
Bhs Management Services Inc. Retirement Plan
Data updated 2026-08-25
- $566M
- Total assets Above avg plan size
- 4,183
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $135,306
- Avg per participant Near avg balance/head
Official DOL plan name: Bhs Partnership 403b Pension Plan · Sponsored by Bhs Management Services Inc. · Massachusetts · Healthcare & Social Assistance
$566M in assets, 4,183 participants
Bhs Management Services Inc.'s Bhs Partnership 403b Pension Plan reported $566M in total assets and 4,183 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.
- #19,722 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Bhs Partnership 403b Pension Plan covers 4,183 participants in Massachusetts, 6.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $566M.
- #19,722
- in Healthcare & Social Assistance (20,060 peers)
- -15.7%
- assets change YoY
- 5.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $106M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bhs Partnership 403b Pension Plan's outsized position by total assets
Bhs Partnership 403b Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$565,982,929 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
Bhs Partnership 403b Pension 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. Bhs Partnership 403b Pension Plan lands in the large band (4,183 participants).
Form 5500 schedule snapshot
Filing strip 042442944 · Bhs Management Services Inc. PY 2022 · Other
Bhs Partnership 403b Pension Plan · $566M · 4,183 · 98th
- EOY $566M
- EOY 4,183
- EOY 98th
- EOY Other
- EOY near Cook Childrens Health Care System 403(b) Retirement Plan
- EOY ind #19722
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 →
Bhs Partnership 403b Pension Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $672M |
|---|---|
| Net Assets (End of Year) | $566M |
| Net Income | -$106M |
| Employer EIN | 042442944 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bhs Management Services Inc.)
Sponsor-wide plan assets over time
All Bhs Management Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $694M 22.540089897305013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,183 | $566M |
| 2023 | 1 | 4,037 | $637M |
| 2024 | 1 | 4,203 | $694M |
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
Bhs Partnership 403b Pension Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Cook Childrens Health Care System 403(b) Retirement Plan in TX ($563M); by covered participants it is Arizona State Carpenter's Annuity Trust Fund in AZ (4,161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($566M here).
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $563M · 7,879
- Asante 403b Plan (OR) $563M · 5,704
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $560M · 2,236
- Seton Hall University Retirement Plan (NJ) $559M · 1,394
Similar participant headcount
Nearest other-state filings by covered participants (4,183 participants); asset peers above are excluded.
- Arizona State Carpenter's Annuity Trust Fund (AZ) 4,161 · 22 off
- Bsa Match Savings Plan (TX) 4,160 · 23 off
- Drexel University Defined Contribution Retirement Plan (PA) 4,157 · 26 off
- Caromont Health, Inc. Retirement Savings Plan (NC) 4,211 · 28 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.