401(k) · DOL Form 5500 · 2023

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc 401(k) Plan

Data updated 2026-08-11

$722M
Total assets: 2,150
Participants: 98th
Percentile by assets: $335,899
Avg per participant

Official DOL plan name: Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan · Sponsored by Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc · Massachusetts · Healthcare & Social Assistance

$722M in assets, 2,150 participants

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan reported $722M in total assets and 2,150 participants in its 2023 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 127,072 plans)
#17,387 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan covers 2,150 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $722M.

$722M
total plan assets (2023 EOY): 2,150
covered participants: 98th
percentile by assets (of 127,072 plans): $335,899
avg assets per participant

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan reported net income rose from -$113M in the plan year 2022 filing to $123M in the plan year 2023 filing.
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan end-of-year assets rose from $600M in the plan year 2022 filing to $722M in the plan year 2023 filing.
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan reported participants rose from 2,008 in the plan year 2022 filing to 2,150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Healthcare & Social Assistance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan reports 2,150 participants - 3.3x that state average ($722M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$600M
Net Assets (End of Year)	$722M
Net Income	$123M
Employer EIN	222768204
Plan Effective Date	1998-05-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	3,737	$1.5B
2023	2	4,033	$1.8B
2024	2	4,173	$2.2B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Harvard Medical Faculty Physicians at Be… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan by total assets, not by location.

Its USA Retirement Savings Plan (TX) $722M · 6,265
Trinity Health 401(k) Retirement Savings Plan (MI) $722M · 5,942
Dollar General Corp 401(k) Savings and Retirement Plan (TN) $722M · 199,599
Navient 401(k) Savings Plan (DE) $722M · 4,106

Frequently Asked Questions

How did Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan assets move in 2023? ▼

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan grew sharply - up 20.5% during 2023, from $600M to $722M. Reported net income was $123M.

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. 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Its USA Retirement Savings Plan in TX ($722M, 6,265 participants).

Next read for Harvard Medical Faculty Physicians at Be…

Filing takeaways

Ways to act on Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan's numbers.

By total assets, Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's sponsor-wide assets have grown 41.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.