Other · DOL Form 5500 · 2023
Dana-Farber Cancer Institute, Inc. Retirement Plan
Data updated 2026-08-11
- $735M
- Total assets
- 6,758
- Participants
- 98th
- Percentile by assets
- $108,787
- Avg per participant
Official DOL plan name: Dana-Farber Cancer Institute Tax Deferred Annuity Plan · Sponsored by Dana-Farber Cancer Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$735M in assets, 6,758 participants
Dana-Farber Cancer Institute, Inc.'s Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported $735M in total assets and 6,758 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)
- #17,391 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Dana-Farber Cancer Institute Tax Deferred Annuity Plan covers 6,758 participants in Massachusetts, 10x the typical Massachusetts plan (state average ~659 per filing). Assets: $735M.
- $735M
- total plan assets (2023 EOY)
- 6,758
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $108,787
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported net income rose from -$84M in the plan year 2022 filing to $141M in the plan year 2023 filing.
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan end-of-year assets rose from $595M in the plan year 2022 filing to $735M in the plan year 2023 filing.
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported participants rose from 6,492 in the plan year 2022 filing to 6,758 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Dana-Farber Cancer Institute Tax Deferred Annuity Plan reports 6,758 participants - 10x that state average ($735M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $595M |
|---|---|
| Net Assets (End of Year) | $735M |
| Net Income | $141M |
| Employer EIN | 042263040 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana-Farber Cancer Institute, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,791 | $1.3B |
| 2023 | 3 | 11,461 | $1.6B |
| 2024 | 3 | 13,163 | $1.8B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Scale composition for Dana-Farber Cancer Institute Tax Deferred Annuity Plan
Dana-Farber Cancer Institute Tax Deferred Annuity Plan reports $735M in end-of-year assets across 6,758 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $108,787 per participant (79% of the national average assets-per-participant) . Net income for plan year 2023 was $141M.
This plan identity (EIN 042263040, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $595M to $870M (+46.2%) while covered participants moved from 6,492 to 7,579 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,492 | $595M | Open filing |
| 2023 | 6,758 | $735M | This page |
| 2024 · index core | 7,579 | $870M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Dana-Farber Cancer Institute Retirement Plan (Profit Sharing, $930M, 5,518 participants)
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (Other, $870M, 7,579 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Dana-Farber Cancer Institute Tax Deferred Annuity Plan by total assets, not by location.
- Mercy Health Corporation Employees Retirement Plan (IL) $737M · 7,387
- Umms Voluntary 403(b) Plan (MD) $733M · 5,847
- Sri International Retirement Savings Plan (CA) $731M · 1,545
- Thedacare Retirement and 403(b) Savings Plan (WI) $741M · 6,021
Frequently Asked Questions
How did Dana-Farber Cancer Institute Tax Deferred Annuity Plan assets move in 2023? ▼
How have Dana-Farber Cancer Institute, Inc. plan assets changed over time? ▼
Where does Dana-Farber Cancer Institute Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Next read for Dana-Farber Cancer Institute Tax Deferre…
Filing takeaways
Ways to act on Dana-Farber Cancer Institute Tax Deferred Annuity Plan's numbers.
- By total assets, Dana-Farber Cancer Institute Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Dana-Farber Cancer Institute, Inc.'s sponsor-wide assets have grown 45.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans