Defined Benefit (Pension) · DOL Form 5500 · 2022
Beth Israel Lahey Health, Inc. Pension Plan
Data updated 2026-08-11
- $510M
- Total assets
- 2,025
- Participants
- 98th
- Percentile by assets
- $251,715
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $510M
- total plan assets (2022 EOY)
- 2,025
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $251,715
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beth Israel Lahey Health Defined Benefit Plan II reports 2,025 participants - 3.1x that state average ($510M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $524M |
|---|---|
| Net Assets (End of Year) | $510M |
| Net Income | -$14M |
| Employer EIN | 832671600 |
| Plan Effective Date | 1972-01-01 |
| 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 II 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Beth Israel Lahey Health Defined Benefit Plan II by total assets, not by location.
- Boise Paper Holdings L.L.C. Consolidated Pension Plan (IL) $510M · 592
- Atmos Energy Corporation Pension Account Plan (TX) $509M · 2,286
- Recology Defined Benefit Pension Plan (CA) $508M · 974
- Old Republic International Employees Retirement Plan (IL) $507M · 744
Frequently Asked Questions
How did Beth Israel Lahey Health Defined Benefit Plan II 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 II 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 II's numbers.
- By total assets, Beth Israel Lahey Health Defined Benefit Plan II 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