DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
DANA-FARBER CANCER INSTITUTE, INC.
This Profit Sharing plan holds $735M in total assets and serves 6,758 participants as of 2023. It is sponsored by DANA-FARBER CANCER INSTITUTE, INC. in Massachusetts. The plan reported positive net income of $141M for the year.
What the Filing Says About DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN
DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN is a Profit Sharing retirement plan sponsored by DANA-FARBER CANCER INSTITUTE, INC., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $735M in total end-of-year assets and covers 6,758 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042263040, and the plan has been effective since 1992-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $595M at the beginning of 2023 to $735M at year-end — a gain of 23.6%. Net assets (after liabilities) closed the year at $735M, with reported net income of $141M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $595M |
| Total Assets (End of Year) | $735M |
| Net Assets (End of Year) | $735M |
| Net Income | $141M |
| Plan Type | Profit Sharing |
| 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 | 2 | 13,097 | $1.8B |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- STATE STREET SALARY SAVINGS PROGRAM $5.7B · 12,168
- 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
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN? ▼
What type of plan is DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN? ▼
Who sponsors the DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN? ▼
How did DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN perform in 2023? ▼
Where can I find official filings for DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN? ▼
How does DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN compare to other plans? ▼
Explore PlainRetire
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 042263040.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.