Other · DOL Form 5500 · 2022

Hebrew Seniorlife, Inc. Retirement Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
2,471
Participants Above avg headcount
94th
Percentile by assets National rank
$49,567
Avg per participant Low balance/head
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Official DOL plan name: Hebrew Seniorlife Employee Savings Plan · Sponsored by Hebrew Seniorlife, Inc. · Massachusetts · Healthcare & Social Assistance

$122M in assets, 2,471 participants

Hebrew Seniorlife, Inc.'s Hebrew Seniorlife Employee Savings Plan reported $122M in total assets and 2,471 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,987 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Hebrew Seniorlife Employee Savings Plan covers 2,471 participants in Massachusetts, 3.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $122M.

#18,987
in Healthcare & Social Assistance (20,060 peers)
-15.2%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hebrew Seniorlife Employee Savings Plan's outsized position by total assets

Hebrew Seniorlife Employee Savings Plan vs every filed plan by assets

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

$122,479,212 Top 6% higher than 94% 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

Hebrew Seniorlife Employee 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. Hebrew Seniorlife Employee Savings Plan lands in the large band (2,471 participants).

Published 5500 schedule card

Filing strip 900183119 · Hebrew Seniorlife, Inc. PY 2022 · Other

Hebrew Seniorlife Employee Savings Plan · $122M · 2,471 · 94th

  • TYPE $122M
  • NET 2,471
  • BOOK 94th
  • VS-ST Other
  • BOY near Norc, Inc. Supplemental Retirement Plan
  • SCH ind #18987

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 →

Hebrew Seniorlife Employee Savings Plan in the asset neighbourhood

High Point University Retirement PlanHigh Point University Retire…$123MFroedtert Health, Inc 401(a) Retirement PlanFroedtert Health, Inc 401(a)…$123MHebrew Seniorlife Employee Savings PlanHebrew Seniorlife Employee S…$122MNorc, Inc. Supplemental Retirement PlanNorc, Inc. Supplemental Reti…$122MWagner College Defined Contribution Retirement PlanWagner College Defined Contr…$122M
End-of-year total assets ($M) among Hebrew Seniorlife Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$122M
Net Income-$22M
Employer EIN900183119
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebrew Seniorlife, Inc.)

Sponsor-wide plan assets over time

All Hebrew Seniorlife, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$193M 30.194255504117034% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $148M $193M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 4,942 $148M
2023 2 4,630 $171M
2024 2 4,819 $193M

Nearby Other Plans in Massachusetts

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

Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Hebrew Seniorlife Employee Savings Plan, Total assets ($B): 0.122479212 · Participants: 2471Hebrew Seniorlife Employee 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
Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Hebrew Seniorlife Employee Savings Plan side-by-side with 3 peers →

Hebrew Seniorlife Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Norc, Inc. Supplemental Retirement Plan in IL ($122M); by covered participants it is University of Denver Retirement Plan in CO (2,470 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,471 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 Hebrew Seniorlife Employee Savings Plan assets move in 2022? ▼
Hebrew Seniorlife Employee Savings Plan declined sharply - down 15.2% during 2022, from $144M to $122M. Reported net income was -$22M.
How have Hebrew Seniorlife, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hebrew Seniorlife, Inc.'s sponsor-wide assets grew 30.2%, from $148M to $193M.
Where does Hebrew Seniorlife Employee Savings Plan rank by assets among Form 5500 filers? ▼
Hebrew Seniorlife Employee Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hebrew Seniorlife Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Norc, Inc. Supplemental Retirement Plan in IL ($122M, 933 participants).
Which Other plans cover a similar participant headcount to Hebrew Seniorlife Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Denver Retirement Plan in CO (2,470 participants, $744M 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 900183119.

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.