Other · DOL Form 5500 · 2022
Beth Israel Deaconess Medical Center Retirement Plan
Data updated 2026-08-25
- $314M
- Total assets Above avg plan size
- 13,317
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $23,586
- Avg per participant Low balance/head
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.
- #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.
- #19,511
- in Healthcare & Social Assistance (20,060 peers)
- -20.0%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
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.
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan's outsized position by total assets
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$314,096,955 Top 3% higher than 97% of 139,123 filed plans
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 Medical Center Voluntary 403(b) Plan's mega-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 Medical Center Voluntary 403(b) Plan is a mega filing (13,317 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 042103881 · Beth Israel Deaconess Medical Center PY 2022 · Other
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan · $314M · 13,317 · 97th
- IND $314M
- EOY 13,317
- 5500 97th
- ASSETS Other
- PCT near Riverside Health System 403(b) Retirement Plan
- EIN ind #19511
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 Medical Center Voluntary 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Beth Israel Deaconess Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 238.5873127938328% vs 2022
- 2024 filing year
| 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.
- 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)
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Riverside Health System 403(b) Retirement Plan in VA ($314M); by covered participants it is The Moses H. Cone Memorial Hospital Voluntary Savings Plan in NC (13,292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($314M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (13,317 participants); asset peers above are excluded.
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan (NC) 13,292 · 25 off
- The University of Pennsylvania Matching Plan (PA) 13,262 · 55 off
- Christiana Care 403(b) Plan (DE) 13,222 · 95 off
- Northshore University Healthsystem Tax Deferred Annuity Plan (IL) 13,159 · 158 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.