401(k) · DOL Form 5500 · 2023

Tufts Medicine, Inc. 401(k) Plan

Data updated 2026-08-11

$862M
Total assets: 1,178
Participants: 98th
Percentile by assets: $731,510
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$862M
total plan assets (2023 EOY): 1,178
covered participants: 98th
percentile by assets (of 127,072 plans): $731,510
avg assets per participant

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 →

State

Massachusetts

Industry

Healthcare & Social Assistance

Tufts Medicine, Inc. 403(b) Retirement Plan vs the 2023 asset distribution

By assets, Tufts Medicine, Inc. 403(b) Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$59M
Net Assets (End of Year)	$862M
Net Income	$85M
Employer EIN	472250732
Plan Effective Date	2020-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tufts Medicine, Inc.)

Total plan assets by year, all Tufts Medicine, Inc. plans on file

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

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Tufts Medicine, Inc. 403(b) Retirement P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tufts Medicine, Inc. 403(b) Retirement Plan by total assets, not by location.

Lithia Motors, Inc. 401(k) Plan (OR) $862M · 24,161
Amtrak's Retirement Savings Plan for Agreement Employees (DC) $861M · 17,940
Four Seasons Hotels Retirement Benefit Plan () $863M · 15,652
Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Salaried Employees (NJ) $860M · 1,805

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).

Next read for Tufts Medicine, Inc. 403(b) Retirement P…

Scale reading

Ways to act on Tufts Medicine, Inc. 403(b) Retirement Plan's numbers.

By total assets, Tufts Medicine, Inc. 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Tufts Medicine, Inc.'s sponsor-wide assets have grown 1959.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.