401(k) · DOL Form 5500 · 2023

Tufts Medicine, Inc. 401(k) Plan

Data updated 2026-08-25

$862M
Total assets Above avg plan size
1,178
Participants Near avg headcount
98th
Percentile by assets National rank
$731,510
Avg per participant High balance/head
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Official DOL plan name: Tufts Medicine, Inc. 403(b) Retirement Plan · Sponsored by Tufts Medicine, Inc. · Massachusetts · Healthcare & Social Assistance

$862M in assets, 1,178 participants

Tufts Medicine, Inc.'s Tufts Medicine, Inc. 403(b) Retirement Plan reported $862M in total assets and 1,178 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.

  • #17,435 in Healthcare & Social Assistance (17,684 peers)

Where Tufts Medicine, Inc. 403(b) Retirement Plan sits by assets

Tufts Medicine, Inc. 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $862M for 1,178 participants (~$731,510/participant), up 1364.7% in 2023.

#17,435
in Healthcare & Social Assistance (17,684 peers)
+1364.7%
assets growth YoY
8.6×
vs typical plan assets (national mean)

Tufts Medicine, Inc. 403(b) Retirement Plan's outsized position by total assets

Tufts Medicine, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$861,718,438 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

Tufts Medicine, Inc. 403(b) Retirement 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. Tufts Medicine, Inc. 403(b) Retirement Plan lands in the large band (1,178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tufts Medicine, Inc. 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $862M in the plan year 2023 filing.
  • Tufts Medicine, Inc. 403(b) Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Tufts Medicine, Inc. 403(b) Retirement Plan reported participants rose from 316 in the plan year 2022 filing to 1,178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472250732 · Tufts Medicine, Inc. PY 2023 · 401(k)

Tufts Medicine, Inc. 403(b) Retirement Plan · $862M · 1,178 · 98th

  • 5500 $862M
  • ASSETS 1,178
  • PCT 98th
  • EIN 401(k)
  • RANK near Lithia Motors, Inc. 401(k) Plan
  • PHOTO ind #17435

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 →

Tufts Medicine, Inc. 403(b) Retirement Plan in the asset neighbourhood

Four Seasons Hotels Retirement Benefit PlanFour Seasons Hotels Retireme…$863MLithia Motors, Inc. 401(k) PlanLithia Motors, Inc. 401(k) P…$862MTufts Medicine, Inc. 403(b) Retirement PlanTufts Medicine, Inc. 403(b) …$862MAmtrak's Retirement Savings Plan for Agreement EmployeesAmtrak's Retirement Savings …$861MChurch & Dwight Co. , Inc. Savings and Profit Sharing Plan for Salaried EmployeesChurch & Dwight Co. , Inc. S…$860M
End-of-year total assets ($M) among Tufts Medicine, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$862M
Net Income$85M
Employer EIN472250732
Plan Effective Date2020-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tufts Medicine, Inc.)

Sponsor-wide plan assets over time

All Tufts Medicine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 1959.6266540422623% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $0.06B $1.21B ▲ +1916.7%
Year Plans Participants Total Assets
2022 1 316 $59M
2023 2 1,496 $1.1B
2024 2 12,319 $1.2B

Nearby 401(k) Plans in Massachusetts

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

Tufts Medicine, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Tufts Medicine, Inc. 403(b) Retirement Plan, Total assets ($B): 0.861718438 · Participants: 1178Tufts Medicine, Inc. 403(b) 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
Tufts Medicine, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Tufts Medicine, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Tufts Medicine, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lithia Motors, Inc. 401(k) Plan in OR ($862M); by covered participants it is The Hunter Savings Investment Plan in CA (1,178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,178 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 Tufts Medicine, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Tufts Medicine, Inc. 403(b) Retirement Plan surged - up 1364.7% during 2023, from $59M to $862M. Reported net income was $85M.
How have Tufts Medicine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tufts Medicine, Inc.'s sponsor-wide assets grew 1959.6%, from $59M to $1.2B.
Where does Tufts Medicine, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Tufts Medicine, Inc. 403(b) Retirement 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 401(k) plans are similar in size to Tufts Medicine, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lithia Motors, Inc. 401(k) Plan in OR ($862M, 24,161 participants).
Which 401(k) plans cover a similar participant headcount to Tufts Medicine, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hunter Savings Investment Plan in CA (1,178 participants, $195M 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 472250732.

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.