Other · DOL Form 5500 · 2023

Bhs Management Services Inc. Retirement Plan

Data updated 2026-08-25

$637M
Total assets Above avg plan size
4,037
Participants Above avg headcount
98th
Percentile by assets National rank
$157,711
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bhs Partnership 403b Pension Plan · Sponsored by Bhs Management Services Inc. · Massachusetts · Healthcare & Social Assistance

$637M in assets, 4,037 participants

Bhs Management Services Inc.'s Bhs Partnership 403b Pension Plan reported $637M in total assets and 4,037 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.

  • #17,334 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Bhs Partnership 403b Pension Plan covers 4,037 participants in Massachusetts, 6.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $637M.

#17,334
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Bhs Partnership 403b Pension Plan's outsized position by total assets

Bhs Partnership 403b Pension Plan vs every filed plan by assets

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

$636,680,273 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

Bhs Partnership 403b Pension 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. Bhs Partnership 403b Pension Plan lands in the large band (4,037 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bhs Partnership 403b Pension Plan reported net income rose from -$106M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Bhs Partnership 403b Pension Plan end-of-year assets rose from $566M in the plan year 2022 filing to $637M in the plan year 2023 filing.
  • Bhs Partnership 403b Pension Plan reported participants fell from 4,183 in the plan year 2022 filing to 4,037 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042442944 · Bhs Management Services Inc. PY 2023 · Other

Bhs Partnership 403b Pension Plan · $637M · 4,037 · 98th

  • VS-ST $637M
  • VS-ST 4,037
  • VS-ST 98th
  • VS-ST Other
  • VS-ST near Wesleyan University Retirement Plan
  • VS-ST ind #17334

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 →

Bhs Partnership 403b Pension Plan in the asset neighbourhood

Nebraska Medicine Retirement Plan - Employee ContributionsNebraska Medicine Retirement…$642MBhs Partnership 403b Pension PlanBhs Partnership 403b Pension…$637MWesleyan University Retirement PlanWesleyan University Retireme…$633MRetirement Plan of Creighton UniversityRetirement Plan of Creighton…$633MBucknell University Defined Contribution Retirement PlanBucknell University Defined …$632M
End-of-year total assets ($M) among Bhs Partnership 403b Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$566M
Net Assets (End of Year)$637M
Net Income$71M
Employer EIN042442944
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhs Management Services Inc.)

Sponsor-wide plan assets over time

All Bhs Management Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$694M 22.540089897305013% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $566M $694M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 4,183 $566M
2023 1 4,037 $637M
2024 1 4,203 $694M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Bhs Partnership 403b Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Bhs Partnership 403b Pension Plan, Total assets ($B): 0.636680273 · Participants: 4037Bhs Partnership 403b Pension 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
Bhs Partnership 403b Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bhs Partnership 403b Pension Plan side-by-side with 3 peers →

Bhs Partnership 403b Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Wesleyan University Retirement Plan in CT ($633M); by covered participants it is Bayhealth Medical Center, Inc. Tax-Deferred Annuity Plan in DE (4,041 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,037 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 Bhs Partnership 403b Pension Plan assets move in 2023? ▼
Bhs Partnership 403b Pension Plan grew at a solid clip - up 12.5% during 2023, from $566M to $637M. Reported net income was $71M.
How have Bhs Management Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhs Management Services Inc.'s sponsor-wide assets grew 22.5%, from $566M to $694M.
Where does Bhs Partnership 403b Pension Plan rank by assets among Form 5500 filers? ▼
Bhs Partnership 403b Pension 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 Bhs Partnership 403b Pension Plan? ▼
Among Other plans in other states, the closest by assets is Wesleyan University Retirement Plan in CT ($633M, 1,517 participants).
Which Other plans cover a similar participant headcount to Bhs Partnership 403b Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Bayhealth Medical Center, Inc. Tax-Deferred Annuity Plan in DE (4,041 participants, $14M 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 042442944.

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.