Defined Benefit (Pension) · DOL Form 5500 · 2022
Baystate Health, Inc. Pension Plan
Data updated 2026-08-11
- $795M
- Total assets
- 2,187
- Participants
- 99th
- Percentile by assets
- $363,340
- Avg per participant
Official DOL plan name: Baystate Health, Inc. Retirement Program · Sponsored by Baystate Health, Inc. · Massachusetts · Healthcare & Social Assistance
$795M in assets, 2,187 participants
Baystate Health, Inc.'s Baystate Health, Inc. Retirement Program reported $795M in total assets and 2,187 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)
- #19,833 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Baystate Health, Inc. Retirement Program covers 2,187 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $795M.
- $795M
- total plan assets (2022 EOY)
- 2,187
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $363,340
- avg assets per participant
The plan reported a net loss of $191M 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 Program reports 2,187 participants - 3.3x that state average ($795M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $989M |
|---|---|
| Net Assets (End of Year) | $787M |
| Net Income | -$191M |
| Employer EIN | 042105941 |
| Plan Effective Date | 1956-01-01 |
| 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Baystate Health, Inc. Retirement Program vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Baystate Health, Inc. Retirement Program by total assets, not by location.
- Talen Energy Retirement Plan (TX) $796M · 880
- Rwjbarnabas Health Retirement Income Plan (NJ) $792M · 6,874
- Pension Plan of General Atomics (CA) $792M · 12,489
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund (CA) $798M · 11,420
Frequently Asked Questions
How did Baystate Health, Inc. Retirement Program assets move in 2022? ▼
How have Baystate Health, Inc. plan assets changed over time? ▼
Where does Baystate Health, Inc. Retirement Program rank by assets among Form 5500 filers? ▼
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Next read for Baystate Health, Inc. Retirement Program
Filing takeaways
Ways to act on Baystate Health, Inc. Retirement Program's numbers.
- By total assets, Baystate Health, Inc. Retirement Program ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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