Other
2022 plan-year Other DOL Form 5500

Milton Hospital Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Beth Israel Deaconess Hospital-Milton ยท Massachusetts ยท Healthcare & Social Assistance

What the 2023 filing shows

Milton Hospital Retirement Savings Plan holds $56M for 1,082 participants - about $51,475 per participant, down 13.9% over the 2022 plan year.

$56M
total plan assets (2022 EOY)
1,082
covered participants
$51,475
avg assets per participant
-13.9%
assets change YoY

The plan reported a net loss of $9M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$56M
Participants
1,082
Industry
Healthcare & Social Assistance

What the Filing Says About Milton Hospital Retirement Savings Plan

Milton Hospital Retirement Savings Plan is a Other retirement plan sponsored by Beth Israel Deaconess Hospital-Milton, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 1,082 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103604, and the plan has been effective since 2004-09-24. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $65M at the beginning of 2022 to $56M at year-end โ€” a decline of 13.9%. Net assets (after liabilities) closed the year at $56M, with reported net income of $-8,972,039 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$65M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$-8,972,039
Plan TypeOther
Employer EIN042103604
Plan Effective Date2004-09-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Beth Israel Deaconess Hospital-Milton)

Year Plans Participants Total Assets
2022 1 1,082 $56M
2023 1 1,206 N/A

Nearby Other Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Milton Hospital Retirement Savings Plan?
As of the 2022 Form 5500 filing, Milton Hospital Retirement Savings Plan holds $56M in total assets with 1,082 participants. It is sponsored by Beth Israel Deaconess Hospital-Milton.
What type of plan is Milton Hospital Retirement Savings Plan?
Milton Hospital Retirement Savings Plan is a Other plan. It has been effective since 2004-09-24. The plan is filed with the U.S. Department of Labor under EIN 042103604.
Who sponsors the Milton Hospital Retirement Savings Plan?
Milton Hospital Retirement Savings Plan is sponsored by Beth Israel Deaconess Hospital-Milton, located in Massachusetts. The sponsor's EIN is 042103604 and the plan operates in the Healthcare & Social Assistance industry.
How did Milton Hospital Retirement Savings Plan perform in 2022?
Milton Hospital Retirement Savings Plan declined by 13.9% during 2022, moving from $65M to $56M in total assets. Net income was $-8,972,039.
Where can I find official filings for Milton Hospital Retirement Savings Plan?
Official Form 5500 filings for Milton Hospital Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103604 or plan name at efast.dol.gov.
How does Milton Hospital Retirement Savings Plan compare to other plans?
You can compare Milton Hospital Retirement Savings Plan against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 042103604.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.