Other · DOL Form 5500 · 2022
Beth Israel Deaconess Medical Center Retirement Plan
Data updated 2026-08-11
- $314M
- Total assets
- 13,317
- Participants
- 97th
- Percentile by assets
- $23,586
- Avg per participant
Official DOL plan name: Beth Israel Deaconess Medical Center Voluntary 403(b) Plan · Sponsored by Beth Israel Deaconess Medical Center · Massachusetts · Healthcare & Social Assistance
$314M in assets, 13,317 participants
Beth Israel Deaconess Medical Center's Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reported $314M in total assets and 13,317 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,511 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan covers 13,317 participants in Massachusetts, 20x the typical Massachusetts plan (state average ~659 per filing). Assets: $314M.
- $314M
- total plan assets (2022 EOY)
- 13,317
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $23,586
- avg assets per participant
The plan reported a net loss of $79M 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. Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reports 13,317 participants - 20x that state average ($314M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $393M |
|---|---|
| Net Assets (End of Year) | $314M |
| Net Income | -$79M |
| Employer EIN | 042103881 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Deaconess Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26,549 | $1.5B |
| 2023 | 2 | 27,877 | $3.8B |
| 2024 | 2 | 48,781 | $5.1B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Scale composition for Beth Israel Deaconess Medical Center Voluntary 403(b) Plan
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reports $314M in end-of-year assets across 13,317 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $23,586 per participant (17% of the national average assets-per-participant) . Net income for plan year 2022 was -$79M.
This plan identity (EIN 042103881, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $314M to $3.5B (+1016.8%) while covered participants moved from 13,317 to 33,591 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,317 | $314M | This page |
| 2023 | 13,981 | $2.4B | Open filing |
| 2024 · index core | 33,591 | $3.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Beth Israel Lahey 403(b) Retirement Savings Plan (Other, $3.5B, 33,591 participants)
- Beth Israel Lahey Health 401(k) Retirement Savings Plan (401(k), $1.6B, 15,190 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Beth Israel Deaconess Medical Center Voluntary 403(b) Plan by total assets, not by location.
- Riverside Health System 403(b) Retirement Plan (VA) $314M · 8,852
- Franklin and Marshall College Retirement Plan (PA) $313M · 774
- American Heart Association, Inc. 403(b) Pension Plan (TX) $315M · 3,413
- Grinnell College Employees Retirement Savings Plan (IA) $315M · 758
Frequently Asked Questions
How did Beth Israel Deaconess Medical Center Voluntary 403(b) Plan assets move in 2022? ▼
How have Beth Israel Deaconess Medical Center plan assets changed over time? ▼
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Filing takeaways
Ways to act on Beth Israel Deaconess Medical Center Voluntary 403(b) Plan's numbers.
- By total assets, Beth Israel Deaconess Medical Center Voluntary 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Beth Israel Deaconess Medical Center's sponsor-wide assets have grown 238.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans