Other · DOL Form 5500 · 2022
Beth Israel Deaconess Hospital-Milton Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 1,082
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $51,475
- Avg per participant Low balance/head
Official DOL plan name: Milton Hospital Retirement Savings Plan · Sponsored by Beth Israel Deaconess Hospital-Milton · Massachusetts · Healthcare & Social Assistance
$56M in assets, 1,082 participants
Beth Israel Deaconess Hospital-Milton's Milton Hospital Retirement Savings Plan reported $56M in total assets and 1,082 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,159 in Healthcare & Social Assistance (20,060 peers)
Where Milton Hospital Retirement Savings Plan sits by assets
Milton Hospital Retirement Savings Plan sits in the top quartile of all filed plans by assets, $56M for 1,082 participants (~$51,475/participant), down 13.9% in 2022.
- #18,159
- in Healthcare & Social Assistance (20,060 peers)
- -13.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Milton Hospital Retirement Savings Plan's outsized position by total assets
Milton Hospital Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,695,867 Top 11% higher than 89% 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
Milton Hospital Retirement Savings Plan'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. Milton Hospital Retirement Savings Plan lands in the large band (1,082 participants).
Plan-year Form 5500 strip
Filing strip 042103604 · Beth Israel Deaconess Hospital-Milton PY 2022 · Other
Milton Hospital Retirement Savings Plan · $56M · 1,082 · 89th
- RANK $56M
- PHOTO 1,082
- IND 89th
- EOY Other
- 5500 near Mckendree University Defined Contribution Retirement Plan
- ASSETS ind #18159
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 →
Milton Hospital Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$9M |
| Employer EIN | 042103604 |
| Plan Effective Date | 2004-09-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Deaconess Hospital-Milton)
Sponsor-wide plan assets over time
All Beth Israel Deaconess Hospital-Milton plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,082 | $56M |
| 2023 | 1 | 1,206 | N/A |
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
Milton Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mckendree University Defined Contribution Retirement Plan in IL ($56M); by covered participants it is American Institutes for Research Retirement Plan in VA (1,082 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,082 participants); asset peers above are excluded.
- American Institutes for Research Retirement Plan (VA) 1,082 · 0 off
- Melmark, Inc. Supplemental Retirement Annuity Plan (PA) 1,084 · 2 off
- Day Kimball Hospital 403(b) Plan (CT) 1,079 · 3 off
- St. Ann's Community 403(b) Retirement Plan (NY) 1,079 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.