Defined Benefit (Pension) · DOL Form 5500 · 2022
Mass General Brigham Incorporated Pension Plan
Data updated 2026-08-25
- $9.1B
- Total assets Very large vs avg
- 55,495
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $163,534
- Avg per participant Above avg balance/head
Official DOL plan name: Consolidated Cash Balance Program of Mass General Brigham and Member Organizations · Sponsored by Mass General Brigham Incorporated · Massachusetts · Healthcare & Social Assistance
$9.1B in assets, 55,495 participants
Mass General Brigham Incorporated's Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported $9.1B in total assets and 55,495 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,053 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations covers 55,495 participants in Massachusetts, 84x the typical Massachusetts plan (state average ~659 per filing). Assets: $9.1B.
- #20,053
- in Healthcare & Social Assistance (20,060 peers)
- +5.9%
- assets growth YoY
- 91×
- vs typical plan assets (national mean)
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's outsized position by total assets
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,075,320,480 Highest reported value at or above every one 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
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated Cash Balance Program of Mass General Brigham and Member Organizations is a mega filing (55,495 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 043230035 · Mass General Brigham Incorporated PY 2022 · Defined Benefit (Pension)
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations · $9.1B · 55,495 · 100th
- RANK $9.1B
- PHOTO 55,495
- IND 100th
- EOY Defined Benefit (Pension)
- 5500 near Disney Salaried Pension Plan D
- ASSETS ind #20053
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 →
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $8.6B |
|---|---|
| Net Assets (End of Year) | $9.1B |
| Net Income | $505M |
| Employer EIN | 043230035 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mass General Brigham Incorporated)
Sponsor-wide plan assets over time
All Mass General Brigham Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $29.0B 33.49288324467905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 136,155 | $21.7B |
| 2023 | 3 | 138,723 | $25.9B |
| 2024 | 3 | 142,326 | $29.0B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- New England Teamsters Pension Fund $3.3B · 21,757
Scale composition for Consolidated Cash Balance Program of Mass General Brigham and Member Organizations
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reports $9.1B in end-of-year assets across 55,495 participants (0.074% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.059% of 93,925,755 covered participants) - about $163,534 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was $505M.
This plan identity (EIN 043230035, plan #499) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.1B to $11.6B (+27.7%) while covered participants moved from 55,495 to 60,621 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 55,495 | $9.1B | This page |
| 2023 | 58,745 | $10.3B | Open filing |
| 2024 · index core | 60,621 | $11.6B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations (Profit Sharing, $16.7B, 76,559 participants)
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations (Defined Benefit (Pension), $11.6B, 60,621 participants)
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (401(k), $645M, 5,146 participants)
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Disney Salaried Pension Plan D in CA ($9.2B); by covered participants it is U.S. Bank Pension Plan in MN (55,836 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.1B here).
- Disney Salaried Pension Plan D (CA) $9.2B · 11,405
- Retirement Plan of International Paper Company (TN) $8.8B · 20,914
- Wells Fargo & Company Cash Balance Plan (CA) $8.8B · 59,141
- Retirement Security Plan (VA) $9.4B · 54,531
Similar participant headcount
Nearest other-state filings by covered participants (55,495 participants); asset peers above are excluded.
- U.S. Bank Pension Plan (MN) 55,836 · 341 off
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund (CA) 56,802 · 1,307 off
- Building Service 32bj Pension Fund (NY) 54,120 · 1,375 off
- UPS Retirement Plan (GA) 52,821 · 2,674 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.