Defined Benefit (Pension) · DOL Form 5500 · 2022

Beth Israel Lahey Health, Inc. Pension Plan

Data updated 2026-08-25

$510M
Total assets Above avg plan size
2,025
Participants Near avg headcount
98th
Percentile by assets National rank
$251,715
Avg per participant Above avg balance/head
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Official DOL plan name: Beth Israel Lahey Health Defined Benefit Plan II · Sponsored by Beth Israel Lahey Health, Inc. · Massachusetts · Healthcare & Social Assistance

$510M in assets, 2,025 participants

Beth Israel Lahey Health, Inc.'s Beth Israel Lahey Health Defined Benefit Plan II reported $510M in total assets and 2,025 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.

  • #19,678 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Beth Israel Lahey Health Defined Benefit Plan II covers 2,025 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $510M.

#19,678
in Healthcare & Social Assistance (20,060 peers)
-2.8%
assets change YoY
5.1×
vs typical plan assets (national mean)

The plan reported a net loss of $14M 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 II's outsized position by total assets

Beth Israel Lahey Health Defined Benefit Plan II vs every filed plan by assets

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

$509,722,602 Top 2% higher than 98% 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

Beth Israel Lahey Health Defined Benefit Plan II'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 II lands in the large band (2,025 participants).

DOL schedule card

Filing strip 832671600 · Beth Israel Lahey Health, Inc. PY 2022 · Defined Benefit (Pension)

Beth Israel Lahey Health Defined Benefit Plan II · $510M · 2,025 · 98th

  • 5500 $510M
  • ASSETS 2,025
  • PCT 98th
  • EIN Defined Benefit (Pension)
  • RANK near Boise Paper Holdings L.L.C. Consolidated Pension Plan
  • PHOTO ind #19678

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 II in the asset neighbourhood

Beth Israel Lahey Health Defined Benefit Plan IIBeth Israel Lahey Health Def…$510MBoise Paper Holdings L.L.C. Consolidated Pension PlanBoise Paper Holdings L.L.C. …$510MAtmos Energy Corporation Pension Account PlanAtmos Energy Corporation Pen…$509MRecology Defined Benefit Pension PlanRecology Defined Benefit Pen…$508MOld Republic International Employees Retirement PlanOld Republic International E…$507M
End-of-year total assets ($M) among Beth Israel Lahey Health Defined Benefit Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$524M
Net Assets (End of Year)$510M
Net Income-$14M
Employer EIN832671600
Plan Effective Date1972-01-01
Filing StatusFILING 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
$1.15B$1.2B$1.25B$1.3B 202220232024 $1.18B $1.25B ▲ +5.9%
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 II vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Beth Israel Lahey Health Defined Benefit Plan II, Total assets ($B): 0.509722602 · Participants: 2025Beth Israel Lahey Health Defined Benefit Plan IIConsolidated 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
Beth Israel Lahey Health Defined Benefit Plan II vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Beth Israel Lahey Health Defined Benefit Plan II side-by-side with 3 peers →

Beth Israel Lahey Health Defined Benefit Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Boise Paper Holdings L.L.C. Consolidated Pension Plan in IL ($510M); by covered participants it is Truck Drivers & Helpers Local Union No. 355 Retirement Plan in MD (2,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,025 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 Beth Israel Lahey Health Defined Benefit Plan II assets move in 2022? ▼
Beth Israel Lahey Health Defined Benefit Plan II edged down modestly - down 2.8% during 2022, from $524M to $510M. Reported net income was -$14M.
How have Beth Israel Lahey Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beth Israel Lahey Health, Inc.'s sponsor-wide assets grew 5.7%, from $1.2B to $1.2B.
Where does Beth Israel Lahey Health Defined Benefit Plan II rank by assets among Form 5500 filers? ▼
Beth Israel Lahey Health Defined Benefit Plan II ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Beth Israel Lahey Health Defined Benefit Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boise Paper Holdings L.L.C. Consolidated Pension Plan in IL ($510M, 592 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beth Israel Lahey Health Defined Benefit Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Truck Drivers & Helpers Local Union No. 355 Retirement Plan in MD (2,024 participants, $607M 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 832671600.

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.