Defined Benefit (Pension) · DOL Form 5500 · 2022

Baystate Health, Inc. Pension Plan

Data updated 2026-08-25

$795M
Total assets Above avg plan size
2,187
Participants Above avg headcount
99th
Percentile by assets National rank
$363,340
Avg per participant High balance/head
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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.

  • #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.

#19,833
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY
8.0×
vs typical plan assets (national mean)

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.

Baystate Health, Inc. Retirement Program's outsized position by total assets

Baystate Health, Inc. Retirement Program vs every filed plan by assets

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

$794,624,225 Top 1% higher than 99% 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

Baystate Health, Inc. Retirement Program'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. Baystate Health, Inc. Retirement Program lands in the large band (2,187 participants).

Plan-year Form 5500 strip

Filing strip 042105941 · Baystate Health, Inc. PY 2022 · Defined Benefit (Pension)

Baystate Health, Inc. Retirement Program · $795M · 2,187 · 99th

  • BOY $795M
  • SCH 2,187
  • EBSA 99th
  • PART Defined Benefit (Pension)
  • TYPE near Talen Energy Retirement Plan
  • NET ind #19833

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 →

Baystate Health, Inc. Retirement Program in the asset neighbourhood

Southern California United Food and Commercial Workers Unions and Drug Employers Pension FundSouthern California United F…$798MTalen Energy Retirement Plan$796MBaystate Health, Inc. Retirement ProgramBaystate Health, Inc. Retire…$795MRwjbarnabas Health Retirement Income PlanRwjbarnabas Health Retiremen…$792MPension Plan of General AtomicsPension Plan of General Atom…$792M
End-of-year total assets ($M) among Baystate Health, Inc. Retirement Program and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$989M
Net Assets (End of Year)$787M
Net Income-$191M
Employer EIN042105941
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baystate Health, Inc.)

Sponsor-wide plan assets over time

All Baystate Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 20.457682257016288% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.78B $1.42B ▼ -20.2%
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 Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Baystate Health, Inc. Retirement Program, Total assets ($B): 0.794624225 · Participants: 2187Baystate Health, Inc. Retirement ProgramConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Baystate Health, Inc. Retirement Program vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Baystate Health, Inc. Retirement Program side-by-side with 3 peers →

Baystate Health, Inc. Retirement Program's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Talen Energy Retirement Plan in TX ($796M); by covered participants it is Tri-State Carpenters and Joiners Pension Trust Fund in TN (2,188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,187 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 Baystate Health, Inc. Retirement Program assets move in 2022? ▼
Baystate Health, Inc. Retirement Program declined sharply - down 19.7% during 2022, from $989M to $795M. Reported net income was -$191M.
How have Baystate Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baystate Health, Inc.'s sponsor-wide assets declined 20.5%, from $1.8B to $1.4B.
Where does Baystate Health, Inc. Retirement Program rank by assets among Form 5500 filers? ▼
Baystate Health, Inc. Retirement Program ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Baystate Health, Inc. Retirement Program? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Talen Energy Retirement Plan in TX ($796M, 880 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baystate Health, Inc. Retirement Program? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-State Carpenters and Joiners Pension Trust Fund in TN (2,188 participants, $210M 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 042105941.

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.