Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mass General Brigham Incorporated ยท Massachusetts ยท Healthcare & Social Assistance

What the 2023 filing shows

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations holds $9.1B for 55,495 participants - about $163,534 per participant, up 5.9% over the 2022 plan year.

$9.1B
total plan assets (2022 EOY)
55,495
covered participants
$163,534
avg assets per participant
+5.9%
assets growth YoY
Total Assets (2023)
$9.1B
Participants
55,495
Industry
Healthcare & Social Assistance

What the Filing Says About Consolidated Cash Balance Program of Mass General Brigham and Member Organizations

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations is a Defined Benefit (Pension) retirement plan sponsored by Mass General Brigham Incorporated, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $9.1B in total end-of-year assets and covers 55,495 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 043230035, and the plan has been effective since 1964-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8.6B at the beginning of 2022 to $9.1B at year-end โ€” a gain of 5.9%. Net assets (after liabilities) closed the year at $9.1B, with reported net income of $505M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8.6B
Total Assets (End of Year)$9.1B
Net Assets (End of Year)$9.1B
Net Income$505M
Plan TypeDefined Benefit (Pension)
Employer EIN043230035
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mass General Brigham Incorporated)

Year Plans Participants Total Assets
2022 3 136,155 $21.7B
2023 3 138,723 $25.9B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Consolidated Cash Balance Program of Mass General Brigham and Member Organizations?
As of the 2022 Form 5500 filing, Consolidated Cash Balance Program of Mass General Brigham and Member Organizations holds $9.1B in total assets with 55,495 participants. It is sponsored by Mass General Brigham Incorporated.
What type of plan is Consolidated Cash Balance Program of Mass General Brigham and Member Organizations?
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations is a Defined Benefit (Pension) plan. It has been effective since 1964-10-01. The plan is filed with the U.S. Department of Labor under EIN 043230035.
Who sponsors the Consolidated Cash Balance Program of Mass General Brigham and Member Organizations?
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations is sponsored by Mass General Brigham Incorporated, located in Massachusetts. The sponsor's EIN is 043230035 and the plan operates in the Healthcare & Social Assistance industry.
How did Consolidated Cash Balance Program of Mass General Brigham and Member Organizations perform in 2022?
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations grew by 5.9% during 2022, moving from $8.6B to $9.1B in total assets. Net income was $505M.
Where can I find official filings for Consolidated Cash Balance Program of Mass General Brigham and Member Organizations?
Official Form 5500 filings for Consolidated Cash Balance Program of Mass General Brigham and Member Organizations are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043230035 or plan name at efast.dol.gov.
How does Consolidated Cash Balance Program of Mass General Brigham and Member Organizations compare to other plans?
You can compare Consolidated Cash Balance Program of Mass General Brigham and Member Organizations against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 043230035.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.