Defined Benefit (Pension) · DOL Form 5500 · 2023
Baystate Health, Inc. Pension Plan
Data updated 2026-08-25
- $791M
- Total assets Above avg plan size
- 2,242
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $352,742
- Avg per participant High balance/head
Official DOL plan name: Baystate Health, Inc. Retirement Program · Sponsored by Baystate Health, Inc. · Massachusetts · Healthcare & Social Assistance
$791M in assets, 2,242 participants
Baystate Health, Inc.'s Baystate Health, Inc. Retirement Program reported $791M in total assets and 2,242 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.
- #17,414 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Baystate Health, Inc. Retirement Program covers 2,242 participants in Massachusetts, 3.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $791M.
- #17,414
- in Healthcare & Social Assistance (17,684 peers)
- -0.5%
- assets change YoY
- 7.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baystate Health, Inc. Retirement Program's outsized position by total assets
Baystate Health, Inc. Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$790,848,651 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Baystate Health, Inc. Retirement Program'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. Baystate Health, Inc. Retirement Program lands in the large band (2,242 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baystate Health, Inc. Retirement Program reported net income rose from -$191M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
- Baystate Health, Inc. Retirement Program reported participants rose from 2,187 in the plan year 2022 filing to 2,242 in the plan year 2023 filing.
- Baystate Health, Inc. Retirement Program end-of-year assets fell from $795M in the plan year 2022 filing to $791M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042105941 · Baystate Health, Inc. PY 2023 · Defined Benefit (Pension)
Baystate Health, Inc. Retirement Program · $791M · 2,242 · 98th
- PHOTO $791M
- PHOTO 2,242
- PHOTO 98th
- PHOTO Defined Benefit (Pension)
- PHOTO near Siemens Medical Solutions USA, Inc. Pension Plan
- PHOTO ind #17414
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 →
Baystate Health, Inc. Retirement Program in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $795M |
|---|---|
| Net Assets (End of Year) | $774M |
| Net Income | -$12M |
| Employer EIN | 042105941 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baystate Health, Inc.)
Sponsor-wide plan assets over time
All Baystate Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 20.457682257016288% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,315 | $1.8B |
| 2023 | 2 | 15,393 | $2.0B |
| 2024 | 2 | 15,626 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Baystate Health, Inc. Retirement Program's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Siemens Medical Solutions USA, Inc. Pension Plan in PA ($790M); by covered participants it is Altria Retirement Plan in VA (2,242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($791M here).
- Siemens Medical Solutions USA, Inc. Pension Plan (PA) $790M · 3,181
- Pacificorp Retirement Plan (OR) $789M · 1,136
- Fox Pension Plan (NY) $794M · 1,443
- Excellus Retirement Plan (NY) $787M · 2,138
Similar participant headcount
Nearest other-state filings by covered participants (2,242 participants); asset peers above are excluded.
- Altria Retirement Plan (VA) 2,242 · 0 off
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund (WA) 2,236 · 6 off
- Cement Masons Southern California Pension Trust (CA) 2,234 · 8 off
- Sheet Metal Workers Local Union No. 28 Pension Fund (NY) 2,252 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.