Other · DOL Form 5500 · 2023

Dana-Farber Cancer Institute, Inc. Retirement Plan

Data updated 2026-08-25

$735M
Total assets Above avg plan size
6,758
Participants Above avg headcount
98th
Percentile by assets National rank
$108,787
Avg per participant Below avg balance/head
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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.

  • #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.

#17,391
in Healthcare & Social Assistance (17,684 peers)
+23.6%
assets growth YoY
7.4×
vs typical plan assets (national mean)

Dana-Farber Cancer Institute Tax Deferred Annuity Plan's outsized position by total assets

Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs every filed plan by assets

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

$735,181,179 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

Dana-Farber Cancer Institute Tax Deferred Annuity 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. Dana-Farber Cancer Institute Tax Deferred Annuity Plan lands in the large band (6,758 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042263040 · Dana-Farber Cancer Institute, Inc. PY 2023 · Other

Dana-Farber Cancer Institute Tax Deferred Annuity Plan · $735M · 6,758 · 98th

  • IND $735M
  • IND 6,758
  • IND 98th
  • IND Other
  • IND near Mercy Health Corporation Employees Retirement Plan
  • IND ind #17391

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 →

Dana-Farber Cancer Institute Tax Deferred Annuity Plan in the asset neighbourhood

Thedacare Retirement and 403(b) Savings PlanThedacare Retirement and 403…$741MMercy Health Corporation Employees Retirement PlanMercy Health Corporation Emp…$737MDana-Farber Cancer Institute Tax Deferred Annuity PlanDana-Farber Cancer Institute…$735MUmms Voluntary 403(b) Plan$733MSri International Retirement Savings PlanSri International Retirement…$731M
End-of-year total assets ($M) among Dana-Farber Cancer Institute Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$595M
Net Assets (End of Year)$735M
Net Income$141M
Employer EIN042263040
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana-Farber Cancer Institute, Inc.)

Sponsor-wide plan assets over time

All Dana-Farber Cancer Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 45.382563230650604% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.26B $1.83B ▲ +45.2%
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 Scatter plot of 6 data points. 500010000150002000025000 012345 Total assets ($B) Participants Dana-Farber Cancer Institute Tax Deferred Annuity Plan, Total assets ($B): 0.735181179 · Participants: 6758Dana-Farber Cancer Institute Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Dana-Farber Cancer Institute Tax Deferred Annuity Plan side-by-side with 3 peers →

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 Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Mercy Health Corporation Employees Retirement Plan in IL ($737M); by covered participants it is Erlanger Health 403(b) Retirement Savings Plan in TN (6,763 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($735M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,758 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 Dana-Farber Cancer Institute Tax Deferred Annuity Plan assets move in 2023? ▼
Dana-Farber Cancer Institute Tax Deferred Annuity Plan grew sharply - up 23.6% during 2023, from $595M to $735M. Reported net income was $141M.
How have Dana-Farber Cancer Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana-Farber Cancer Institute, Inc.'s sponsor-wide assets grew 45.4%, from $1.3B to $1.8B.
Where does Dana-Farber Cancer Institute Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Dana-Farber Cancer Institute Tax Deferred Annuity 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 Other plans are similar in size to Dana-Farber Cancer Institute Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Mercy Health Corporation Employees Retirement Plan in IL ($737M, 7,387 participants).
Which Other plans cover a similar participant headcount to Dana-Farber Cancer Institute Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Erlanger Health 403(b) Retirement Savings Plan in TN (6,763 participants, $237M 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 042263040.

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.