Defined Benefit (Pension) · DOL Form 5500 · 2022
Beth Israel Lahey Health, Inc. Pension Plan
Data updated 2026-08-11
- $671M
- Total assets
- 5,676
- Participants
- 98th
- Percentile by assets
- $118,272
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $671M
- total plan assets (2022 EOY)
- 5,676
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $118,272
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beth Israel Lahey Health Defined Benefit Plan I reports 5,676 participants - 8.6x that state average ($671M EOY assets).
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.)
| 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.
Beth Israel Lahey Health Defined Benefit Plan I 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
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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Beth Israel Lahey Health Defined Benefit Plan I by total assets, not by location.
- 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
Frequently Asked Questions
How did Beth Israel Lahey Health Defined Benefit Plan I assets move in 2022? ▼
How have Beth Israel Lahey Health, Inc. plan assets changed over time? ▼
Where does Beth Israel Lahey Health Defined Benefit Plan I rank by assets among Form 5500 filers? ▼
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Next read for Beth Israel Lahey Health Defined Benefit…
Filing takeaways
Ways to act on Beth Israel Lahey Health Defined Benefit Plan I's numbers.
- By total assets, Beth Israel Lahey Health Defined Benefit Plan I ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Beth Israel Lahey Health, Inc.'s sponsor-wide assets have grown 5.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans