Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Massachusetts Medical Society Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Massachusetts Medical Society ยท Massachusetts ยท Information & Media

What the 2023 filing shows

Massachusetts Medical Society Pension Plan holds $145M for 172 participants - about $840,244 per participant, down 21.6% over the 2022 plan year.

$145M
total plan assets (2022 EOY)
172
covered participants
$840,244
avg assets per participant
-21.6%
assets change YoY

The plan reported a net loss of $40M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$145M
Participants
172
Industry
Information & Media

What the Filing Says About Massachusetts Medical Society Pension Plan

Massachusetts Medical Society Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Massachusetts Medical Society, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $145M in total end-of-year assets and covers 172 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 042050773, and the plan has been effective since 1947-12-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $184M at the beginning of 2022 to $145M at year-end โ€” a decline of 21.6%. Net assets (after liabilities) closed the year at $144M, with reported net income of $-39,843,212 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$184M
Total Assets (End of Year)$145M
Net Assets (End of Year)$144M
Net Income$-39,843,212
Plan TypeDefined Benefit (Pension)
Employer EIN042050773
Plan Effective Date1947-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Medical Society)

Year Plans Participants Total Assets
2022 2 615 $283M
2023 2 602 $305M
2024 2 602 $314M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Massachusetts Medical Society Pension Plan?
As of the 2022 Form 5500 filing, Massachusetts Medical Society Pension Plan holds $145M in total assets with 172 participants. It is sponsored by Massachusetts Medical Society.
What type of plan is Massachusetts Medical Society Pension Plan?
Massachusetts Medical Society Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1947-12-15. The plan is filed with the U.S. Department of Labor under EIN 042050773.
Who sponsors the Massachusetts Medical Society Pension Plan?
Massachusetts Medical Society Pension Plan is sponsored by Massachusetts Medical Society, located in Massachusetts. The sponsor's EIN is 042050773 and the plan operates in the Information & Media industry.
How did Massachusetts Medical Society Pension Plan perform in 2022?
Massachusetts Medical Society Pension Plan declined by 21.6% during 2022, moving from $184M to $145M in total assets. Net income was $-39,843,212.
Where can I find official filings for Massachusetts Medical Society Pension Plan?
Official Form 5500 filings for Massachusetts Medical Society Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042050773 or plan name at efast.dol.gov.
How does Massachusetts Medical Society Pension Plan compare to other plans?
You can compare Massachusetts Medical Society Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 042050773.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.