401(k) · DOL Form 5500 · 2022
Baystate Health, Inc 401(k) Plan
Data updated 2026-08-11
- $987M
- Total assets
- 13,128
- Participants
- 99th
- Percentile by assets
- $75,168
- Avg per participant
Official DOL plan name: Baystate Health, Inc Retirement Plan · Sponsored by Baystate Health, Inc · Massachusetts · Healthcare & Social Assistance
$987M in assets, 13,128 participants
Baystate Health, Inc's Baystate Health, Inc Retirement Plan reported $987M in total assets and 13,128 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.
- 99th percentile by assets (of 139,126 plans)
- #19,884 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Baystate Health, Inc Retirement Plan covers 13,128 participants in Massachusetts, 20x the typical Massachusetts plan (state average ~659 per filing). Assets: $987M.
- $987M
- total plan assets (2022 EOY)
- 13,128
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $75,168
- avg assets per participant
The plan reported a net loss of $123M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Baystate Health, Inc Retirement Plan reports 13,128 participants - 20x that state average ($987M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $987M |
| Net Income | -$123M |
| Employer EIN | 042105941 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baystate Health, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,315 | $1.8B |
| 2023 | 2 | 15,393 | $2.0B |
| 2024 | 2 | 15,626 | $1.4B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Baystate Health, Inc Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for Baystate Health, Inc Retirement Plan
Baystate Health, Inc Retirement Plan reports $987M in end-of-year assets across 13,128 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $75,168 per participant (54% of the national average assets-per-participant) . Net income for plan year 2022 was -$123M.
This plan identity (EIN 042105941, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $987M to $1.4B (+42.9%) while covered participants moved from 13,128 to 13,531 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,128 | $987M | This page |
| 2023 | 13,151 | $1.2B | Open filing |
| 2024 · index core | 13,531 | $1.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Baystate Health, Inc Retirement Plan (401(k), $1.4B, 13,531 participants)
- Baystate Health, Inc. Retirement Program (Defined Benefit (Pension), $7M, 2,095 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baystate Health, Inc Retirement Plan by total assets, not by location.
- Dst Systems, Inc. 401(k) Profit Sharing Plan (CT) $987M · 3,520
- Leonardo Drs, Inc. 401(k) Plan (VA) $987M · 6,315
- Brookfield 401(k) Savings Plan (OH) $988M · 5,467
- Flowserve Corporation Retirement Savings Plan (TX) $989M · 4,273
Frequently Asked Questions
How did Baystate Health, Inc Retirement Plan assets move in 2022? ▼
How have Baystate Health, Inc plan assets changed over time? ▼
Where does Baystate Health, Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Baystate Health, Inc Retirement Plan? ▼
Next read for Baystate Health, Inc Retirement Plan
Filing takeaways
Ways to act on Baystate Health, Inc Retirement Plan's numbers.
- By total assets, Baystate Health, Inc Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Baystate Health, Inc's sponsor-wide assets have declined 20.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans