Other · DOL Form 5500 · 2023

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc Retirement Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
1,883
Participants Near avg headcount
99th
Percentile by assets National rank
$598,426
Avg per participant High balance/head
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Official DOL plan name: Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan · Sponsored by Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc · Massachusetts · Healthcare & Social Assistance

$1.1B in assets, 1,883 participants

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported $1.1B in total assets and 1,883 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,499 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan covers 1,883 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.1B.

#17,499
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY
11×
vs typical plan assets (national mean)

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's outsized position by total assets

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,126,836,046 Top 1% higher than 99% of 127,068 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 2023

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan lands in the large band (1,883 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported net income rose from -$212M in the plan year 2022 filing to $192M in the plan year 2023 filing.
  • Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan end-of-year assets rose from $935M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
  • Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported participants rose from 1,729 in the plan year 2022 filing to 1,883 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222768204 · Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc PY 2023 · Other

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan · $1.1B · 1,883 · 99th

  • PART $1.1B
  • TYPE 1,883
  • NET 99th
  • BOOK Other
  • VS-ST near Loyola University Chicago Defined Contribution Retirement Plan
  • BOY ind #17499

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 →

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in the asset neighbourhood

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement PlanHarvard Medical Faculty Phys…$1.1BLoyola University Chicago Defined Contribution Retirement PlanLoyola University Chicago De…$1.1BBoard of Electrical Workers Local #26 I.a. Individual Account PlanBoard of Electrical Workers …$1.1BThe Nemours Foundation Section 403(b) PlanThe Nemours Foundation Secti…$1.1BBaptist Health Thrift Plan$1.1B
End-of-year total assets ($B) among Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$935M
Net Assets (End of Year)$1.1B
Net Income$192M
Employer EIN222768204
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc)

Sponsor-wide plan assets over time

All Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 41.78614092640067% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.53B $2.18B ▲ +42.5%
Year Plans Participants Total Assets
2022 2 3,737 $1.5B
2023 2 4,033 $1.8B
2024 2 4,173 $2.2B

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan, Total assets ($B): 1.126836046 · Participants: 1883Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan side-by-side with 3 peers →

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Loyola University Chicago Defined Contribution Retirement Plan in IL ($1.1B); by covered participants it is Sun River Health, Inc. 403(b) Retirement Plan in NY (1,885 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,883 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan assets move in 2023? ▼
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan grew sharply - up 20.6% during 2023, from $935M to $1.1B. Reported net income was $192M.
How have Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's sponsor-wide assets grew 41.8%, from $1.5B to $2.2B.
Where does Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Loyola University Chicago Defined Contribution Retirement Plan in IL ($1.1B, 2,775 participants).
Which Other plans cover a similar participant headcount to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sun River Health, Inc. 403(b) Retirement Plan in NY (1,885 participants, $137M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222768204.

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.