Other · DOL Form 5500 · 2022

Beth Israel Deaconess Hospital Needham Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,031
Participants Near avg headcount
89th
Percentile by assets National rank
$53,053
Avg per participant Low balance/head
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Official DOL plan name: Beth Israel Deaconess Hospital-Needham 403(b)Plan · Sponsored by Beth Israel Deaconess Hospital Needham · Massachusetts · Healthcare & Social Assistance

$55M in assets, 1,031 participants

Beth Israel Deaconess Hospital Needham's Beth Israel Deaconess Hospital-Needham 403(b)Plan reported $55M in total assets and 1,031 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,137 in Healthcare & Social Assistance (20,060 peers)

Where Beth Israel Deaconess Hospital-Needham 403(b)Plan sits by assets

Beth Israel Deaconess Hospital-Needham 403(b)Plan sits in the top quartile of all filed plans by assets, $55M for 1,031 participants (~$53,053/participant), down 19.4% in 2022.

#18,137
in Healthcare & Social Assistance (20,060 peers)
-19.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beth Israel Deaconess Hospital-Needham 403(b)Plan's outsized position by total assets

Beth Israel Deaconess Hospital-Needham 403(b)Plan vs every filed plan by assets

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

$54,698,097 Top 11% higher than 89% 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

Beth Israel Deaconess Hospital-Needham 403(b)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. Beth Israel Deaconess Hospital-Needham 403(b)Plan lands in the large band (1,031 participants).

Plan-year Form 5500 strip

Filing strip 043229679 · Beth Israel Deaconess Hospital Needham PY 2022 · Other

Beth Israel Deaconess Hospital-Needham 403(b)Plan · $55M · 1,031 · 89th

  • VS-ST $55M
  • BOY 1,031
  • SCH 89th
  • EBSA Other
  • PART near Interfaith Medical Center 403(b) Retirement Plan
  • TYPE ind #18137

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 →

Beth Israel Deaconess Hospital-Needham 403(b)Plan in the asset neighbourhood

Carti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$55MAstm Tax Sheltered Savings PlanAstm Tax Sheltered Savings P…$55MBeth Israel Deaconess Hospital-Needham 403(b)PlanBeth Israel Deaconess Hospit…$55MInterfaith Medical Center 403(b) Retirement PlanInterfaith Medical Center 40…$55MFranklin Pierce University Defined Contribution Retirement PlanFranklin Pierce University D…$55M
End-of-year total assets ($M) among Beth Israel Deaconess Hospital-Needham 403(b)Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$55M
Net Income-$13M
Employer EIN043229679
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beth Israel Deaconess Hospital Needham)

Sponsor-wide plan assets over time

All Beth Israel Deaconess Hospital Needham plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M$80M 20222023 $54.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,031 $55M
2023 1 1,050 N/A

Nearby Other Plans in Massachusetts

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

Beth Israel Deaconess Hospital-Needham 403(b)Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Beth Israel Deaconess Hospital-Needham 403(b)Plan, Total assets ($B): 0.054698097 · Participants: 1031Beth Israel Deaconess Hospital-Needham 403(b)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
Beth Israel Deaconess Hospital-Needham 403(b)Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Beth Israel Deaconess Hospital-Needham 403(b)Plan side-by-side with 3 peers →

Beth Israel Deaconess Hospital-Needham 403(b)Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Interfaith Medical Center 403(b) Retirement Plan in NY ($55M); by covered participants it is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,030 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,031 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 Beth Israel Deaconess Hospital-Needham 403(b)Plan assets move in 2022? ▼
Beth Israel Deaconess Hospital-Needham 403(b)Plan declined sharply - down 19.4% during 2022, from $68M to $55M. Reported net income was -$13M.
Where does Beth Israel Deaconess Hospital-Needham 403(b)Plan rank by assets among Form 5500 filers? ▼
Beth Israel Deaconess Hospital-Needham 403(b)Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Beth Israel Deaconess Hospital-Needham 403(b)Plan? ▼
Among Other plans in other states, the closest by assets is Interfaith Medical Center 403(b) Retirement Plan in NY ($55M, 883 participants).
Which Other plans cover a similar participant headcount to Beth Israel Deaconess Hospital-Needham 403(b)Plan? ▼
Among Other plans in other states, the closest by covered participants is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,030 participants, $97M 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 043229679.

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.