Other · DOL Form 5500 · 2022

Lahey Clinic Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
7,535
Participants Very large workforce
99th
Percentile by assets National rank
$146,552
Avg per participant Above avg balance/head
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Official DOL plan name: Lahey Clinic 403(b) Retirement Savings Plan · Sponsored by Lahey Clinic Foundation, Inc. · Massachusetts · Healthcare & Social Assistance

$1.1B in assets, 7,535 participants

Lahey Clinic Foundation, Inc.'s Lahey Clinic 403(b) Retirement Savings Plan reported $1.1B in total assets and 7,535 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.

  • #19,903 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Lahey Clinic 403(b) Retirement Savings Plan covers 7,535 participants in Massachusetts, 11x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.1B.

#19,903
in Healthcare & Social Assistance (20,060 peers)
-16.4%
assets change YoY
11×
vs typical plan assets (national mean)

The plan reported a net loss of $216M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lahey Clinic 403(b) Retirement Savings Plan's outsized position by total assets

Lahey Clinic 403(b) Retirement Savings Plan vs every filed plan by assets

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

$1,104,266,299 Top 1% higher than 99% 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

Lahey Clinic 403(b) Retirement Savings 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. Lahey Clinic 403(b) Retirement Savings Plan lands in the large band (7,535 participants).

EBSA filing schedule strip

Filing strip 042323457 · Lahey Clinic Foundation, Inc. PY 2022 · Other

Lahey Clinic 403(b) Retirement Savings Plan · $1.1B · 7,535 · 99th

  • BOOK $1.1B
  • BOOK 7,535
  • BOOK 99th
  • BOOK Other
  • BOOK near Hawai'i Pacific Health 403(b) Savings Plan
  • BOOK ind #19903

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 →

Lahey Clinic 403(b) Retirement Savings Plan in the asset neighbourhood

Fred Hutchinson Cancer Center Retirement Savings PlanFred Hutchinson Cancer Cente…$1.1BHawai'i Pacific Health 403(b) Savings PlanHawai'i Pacific Health 403(b…$1.1BLahey Clinic 403(b) Retirement Savings PlanLahey Clinic 403(b) Retireme…$1.1BHenry Ford Health System Heritage 403(b) PlanHenry Ford Health System Her…$1.1BUniversity of Wisconsin Medical Foundation Physicians Retirement PlanUniversity of Wisconsin Medi…$1.1B
End-of-year total assets ($B) among Lahey Clinic 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.1B
Net Income-$216M
Employer EIN042323457
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lahey Clinic Foundation, Inc.)

Sponsor-wide plan assets over time

All Lahey Clinic Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0B$0.5B$1B$1.5B 20222023 $1.1B $0B ▼ -100.0%
Year Plans Participants Total Assets
2022 1 7,535 $1.1B
2023 1 7,725 N/A

Nearby Other Plans in Massachusetts

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

Lahey Clinic 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 500010000150002000025000 012345 Total assets ($B) Participants Lahey Clinic 403(b) Retirement Savings Plan, Total assets ($B): 1.104266299 · Participants: 7535Lahey Clinic 403(b) Retirement Savings 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
Lahey Clinic 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Lahey Clinic 403(b) Retirement Savings Plan side-by-side with 3 peers →

Lahey Clinic 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Hawai'i Pacific Health 403(b) Savings Plan in HI ($1.1B); by covered participants it is Operating Engineers Local 428 Annuity Trust Fund in AZ (7,538 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,535 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 Lahey Clinic 403(b) Retirement Savings Plan assets move in 2022? ▼
Lahey Clinic 403(b) Retirement Savings Plan declined sharply - down 16.4% during 2022, from $1.3B to $1.1B. Reported net income was -$216M.
Where does Lahey Clinic 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Lahey Clinic 403(b) Retirement Savings 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 Lahey Clinic 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Hawai'i Pacific Health 403(b) Savings Plan in HI ($1.1B, 7,026 participants).
Which Other plans cover a similar participant headcount to Lahey Clinic 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Operating Engineers Local 428 Annuity Trust Fund in AZ (7,538 participants, $256M 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 042323457.

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.