Defined Benefit (Pension) · DOL Form 5500 · 2022
Beth Israel Lahey Health, Inc. Pension Plan
Data updated 2026-08-25
- $671M
- Total assets Above avg plan size
- 5,676
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $118,272
- Avg per participant Near avg balance/head
Official DOL plan name: Beth Israel Lahey Health Defined Benefit Plan I · Sponsored by Beth Israel Lahey Health, Inc. · Massachusetts · Healthcare & Social Assistance
$671M in assets, 5,676 participants
Beth Israel Lahey Health, Inc.'s Beth Israel Lahey Health Defined Benefit Plan I reported $671M in total assets and 5,676 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,781 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Beth Israel Lahey Health Defined Benefit Plan I covers 5,676 participants in Massachusetts, 8.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $671M.
- #19,781
- in Healthcare & Social Assistance (20,060 peers)
- -5.3%
- assets change YoY
- 6.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beth Israel Lahey Health Defined Benefit Plan I's outsized position by total assets
Beth Israel Lahey Health Defined Benefit Plan I vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$671,311,704 Top 2% higher than 98% 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 Lahey Health Defined Benefit Plan I'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. Beth Israel Lahey Health Defined Benefit Plan I lands in the large band (5,676 participants).
DOL schedule card
Filing strip 832671600 · Beth Israel Lahey Health, Inc. PY 2022 · Defined Benefit (Pension)
Beth Israel Lahey Health Defined Benefit Plan I · $671M · 5,676 · 98th
- BOOK $671M
- VS-ST 5,676
- BOY 98th
- SCH Defined Benefit (Pension)
- EBSA near Legacy Allergan, Inc. Pension Plan
- PART ind #19781
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 Lahey Health Defined Benefit Plan I in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $709M |
|---|---|
| Net Assets (End of Year) | $671M |
| Net Income | -$38M |
| Employer EIN | 832671600 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Lahey Health, Inc.)
Sponsor-wide plan assets over time
All Beth Israel Lahey Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 5.724330246508521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,701 | $1.2B |
| 2023 | 2 | 7,354 | $1.2B |
| 2024 | 2 | 7,175 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Beth Israel Lahey Health Defined Benefit Plan I
Beth Israel Lahey Health Defined Benefit Plan I reports $671M in end-of-year assets across 5,676 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $118,272 per participant (86% of the national average assets-per-participant) . Net income for plan year 2022 was -$38M.
This plan identity (EIN 832671600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $671M to $703M (+4.7%) while covered participants moved from 5,676 to 5,443 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,676 | $671M | This page |
| 2023 | 5,470 | $688M | Open filing |
| 2024 · index core | 5,443 | $703M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Beth Israel Lahey Health Defined Benefit Plan I (Defined Benefit (Pension), $703M, 5,443 participants)
- Beth Israel Lahey Health Defined Benefit Plan II (Defined Benefit (Pension), $546M, 1,732 participants)
Beth Israel Lahey Health Defined Benefit Plan I's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Legacy Allergan, Inc. Pension Plan in IL ($672M); by covered participants it is Willis-Knighton Medical Center Employees Retirement Plan in LA (5,676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($671M here).
- Legacy Allergan, Inc. Pension Plan (IL) $672M · 290
- Spirit Aerosystems Holdings, Inc. Pension Value Plan a (KS) $670M · 996
- Retirement Plan for the Hourly Employees of Msd (NJ) $673M · 3,186
- Rpm International Inc. Retirement Plan (OH) $668M · 7,111
Similar participant headcount
Nearest other-state filings by covered participants (5,676 participants); asset peers above are excluded.
- Willis-Knighton Medical Center Employees Retirement Plan (LA) 5,676 · 0 off
- Legacy Health Employees Retirement Plan (OR) 5,675 · 1 off
- 32bj School Workers Pension Fund (NY) 5,673 · 3 off
- 32bj North Pension Fund (NY) 5,695 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.