401(k) · DOL Form 5500 · 2023

Baystate Health, Inc 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
13,151
Participants Very large workforce
99th
Percentile by assets National rank
$90,533
Avg per participant Below avg balance/head
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Official DOL plan name: Baystate Health, Inc Retirement Plan · Sponsored by Baystate Health, Inc · Massachusetts · Healthcare & Social Assistance

$1.2B in assets, 13,151 participants

Baystate Health, Inc's Baystate Health, Inc Retirement Plan reported $1.2B in total assets and 13,151 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.

  • #17,511 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Baystate Health, Inc Retirement Plan covers 13,151 participants in Massachusetts, 20x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.2B.

#17,511
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY
12×
vs typical plan assets (national mean)

Baystate Health, Inc Retirement Plan's outsized position by total assets

Baystate Health, Inc Retirement Plan vs every filed plan by assets

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

$1,190,603,988 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

Baystate Health, Inc Retirement Plan's mega-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 Plan is a mega filing (13,151 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baystate Health, Inc Retirement Plan reported net income rose from -$123M in the plan year 2022 filing to $204M in the plan year 2023 filing.
  • Baystate Health, Inc Retirement Plan end-of-year assets rose from $987M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Baystate Health, Inc Retirement Plan reported participants rose from 13,128 in the plan year 2022 filing to 13,151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042105941 · Baystate Health, Inc PY 2023 · 401(k)

Baystate Health, Inc Retirement Plan · $1.2B · 13,151 · 99th

  • PCT $1.2B
  • PCT 13,151
  • PCT 99th
  • PCT 401(k)
  • PCT near Skywest, Inc. Employees' Retirement Plan
  • PCT ind #17511

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 Plan in the asset neighbourhood

Baystate Health, Inc Retirement PlanBaystate Health, Inc Retirem…$1.2BSkywest, Inc. Employees' Retirement PlanSkywest, Inc. Employees' Ret…$1.2BBarrick Retirement Plan$1.2BRr Donnelley Savings Plan$1.2BDiscount Tire/America's Tire Retirement PlanDiscount Tire/America's Tire…$1.2B
End-of-year total assets ($B) among Baystate Health, Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$987M
Net Assets (End of Year)$1.2B
Net Income$204M
Employer EIN042105941
Plan Effective Date2005-01-01
Filing StatusFILING 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
$1.2B$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.78B $1.42B ▼ -20.2%
Year Plans Participants Total Assets
2022 2 15,315 $1.8B
2023 2 15,393 $2.0B
2024 2 15,626 $1.4B

Nearby 401(k) Plans in Massachusetts

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

Baystate Health, Inc Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Baystate Health, Inc Retirement Plan, Total assets ($B): 1.190603988 · Participants: 13151Baystate Health, Inc Retirement 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
Baystate Health, Inc Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Baystate Health, Inc Retirement Plan side-by-side with 3 peers →

Scale composition for Baystate Health, Inc Retirement Plan

Baystate Health, Inc Retirement Plan reports $1.2B in end-of-year assets across 13,151 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $90,533 per participant (65% of the national average assets-per-participant) . Net income for plan year 2023 was $204M.

This plan identity (EIN 042105941, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $987M to $1.4B (+42.9%) while covered participants moved from 13,128 to 13,531 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,128 $987M Open filing
2023 13,151 $1.2B This page
2024 · index core 13,531 $1.4B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Baystate Health, Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Skywest, Inc. Employees' Retirement Plan in UT ($1.2B); by covered participants it is Sony USA 401(k) Plan in NY (13,118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (13,151 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 Baystate Health, Inc Retirement Plan assets move in 2023? ▼
Baystate Health, Inc Retirement Plan grew sharply - up 20.7% during 2023, from $987M to $1.2B. Reported net income was $204M.
How have Baystate Health, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baystate Health, Inc's sponsor-wide assets declined 20.5%, from $1.8B to $1.4B.
Where does Baystate Health, Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Baystate Health, 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 401(k) plans are similar in size to Baystate Health, Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skywest, Inc. Employees' Retirement Plan in UT ($1.2B, 15,411 participants).
Which 401(k) plans cover a similar participant headcount to Baystate Health, Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sony USA 401(k) Plan in NY (13,118 participants, $5.5B 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 042105941.

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.