401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$722M
Total assets Above avg plan size
2,150
Participants Near avg headcount
98th
Percentile by assets National rank
$335,899
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. 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.

  • #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.

#17,387
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY
7.2×
vs typical plan assets (national mean)

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan's outsized position by total assets

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan vs every filed plan by assets

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

$722,182,130 Top 2% higher than 98% 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. 401(k) Savings and Investment 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. 401(k) Savings and Investment Plan lands in the large band (2,150 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. 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 →

Plan-year Form 5500 strip

Filing strip 222768204 · Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc PY 2023 · 401(k)

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan · $722M · 2,150 · 98th

  • EIN $722M
  • EIN 2,150
  • EIN 98th
  • EIN 401(k)
  • EIN near Its USA Retirement Savings Plan
  • EIN ind #17387

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. 401(k) Savings and Investment Plan in the asset neighbourhood

Dollar General Corp 401(k) Savings and Retirement PlanDollar General Corp 401(k) S…$722MIts USA Retirement Savings PlanIts USA Retirement Savings P…$722MHarvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment PlanHarvard Medical Faculty Phys…$722MTrinity Health 401(k) Retirement Savings PlanTrinity Health 401(k) Retire…$722MNavient 401(k) Savings Plan$722M
End-of-year total assets ($M) among Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$600M
Net Assets (End of Year)$722M
Net Income$123M
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 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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan, Total assets ($B): 0.72218213 · Participants: 2150Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
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
Compare Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan side-by-side with 3 peers →

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Its USA Retirement Savings Plan in TX ($722M); by covered participants it is Williams International Results Based Pension Plan in MI (2,150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($722M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,150 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. 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).
Which 401(k) plans cover a similar participant headcount 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 covered participants is Williams International Results Based Pension Plan in MI (2,150 participants, $46M 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.