Other · DOL Form 5500 · 2023

Hebrew Seniorlife, Inc. Retirement Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
2,315
Participants Above avg headcount
93rd
Percentile by assets National rank
$61,205
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hebrew Seniorlife Employee Savings Plan · Sponsored by Hebrew Seniorlife, Inc. · Massachusetts · Healthcare & Social Assistance

$142M in assets, 2,315 participants

Hebrew Seniorlife, Inc.'s Hebrew Seniorlife Employee Savings Plan reported $142M in total assets and 2,315 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,643 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Hebrew Seniorlife Employee Savings Plan covers 2,315 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $142M.

#16,643
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Hebrew Seniorlife Employee Savings Plan's outsized position by total assets

Hebrew Seniorlife Employee Savings Plan vs every filed plan by assets

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

$141,689,373 Top 7% higher than 93% 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

Hebrew Seniorlife Employee Savings 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. Hebrew Seniorlife Employee Savings Plan lands in the large band (2,315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hebrew Seniorlife Employee Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Hebrew Seniorlife Employee Savings Plan end-of-year assets rose from $122M in the plan year 2022 filing to $142M in the plan year 2023 filing.
  • Hebrew Seniorlife Employee Savings Plan reported participants fell from 2,471 in the plan year 2022 filing to 2,315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900183119 · Hebrew Seniorlife, Inc. PY 2023 · Other

Hebrew Seniorlife Employee Savings Plan · $142M · 2,315 · 93rd

  • EBSA $142M
  • PART 2,315
  • TYPE 93rd
  • NET Other
  • BOOK near Oneblood 403(b) Retirement Plan
  • VS-ST ind #16643

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 →

Hebrew Seniorlife Employee Savings Plan in the asset neighbourhood

Licking Memorial Health Systems Tax Deferred 403(b) PlanLicking Memorial Health Syst…$142MUtica University Defined Contribution Retirement PlanUtica University Defined Con…$142MOneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$142MHebrew Seniorlife Employee Savings PlanHebrew Seniorlife Employee S…$142MLipscomb University Defined Contribution Retirement PlanLipscomb University Defined …$141M
End-of-year total assets ($M) among Hebrew Seniorlife Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$142M
Net Income$19M
Employer EIN900183119
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebrew Seniorlife, Inc.)

Sponsor-wide plan assets over time

All Hebrew Seniorlife, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$193M 30.194255504117034% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $148M $193M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 4,942 $148M
2023 2 4,630 $171M
2024 2 4,819 $193M

Nearby Other Plans in Massachusetts

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

Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -20246 Total assets ($B) Participants Hebrew Seniorlife Employee Savings Plan, Total assets ($B): 0.141689373 · Participants: 2315Hebrew Seniorlife Employee Savings 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
Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Hebrew Seniorlife Employee Savings Plan side-by-side with 3 peers →

Hebrew Seniorlife Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Oneblood 403(b) Retirement Plan in FL ($142M); by covered participants it is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT (2,314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,315 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 Hebrew Seniorlife Employee Savings Plan assets move in 2023? ▼
Hebrew Seniorlife Employee Savings Plan grew sharply - up 15.7% during 2023, from $122M to $142M. Reported net income was $19M.
How have Hebrew Seniorlife, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hebrew Seniorlife, Inc.'s sponsor-wide assets grew 30.2%, from $148M to $193M.
Where does Hebrew Seniorlife Employee Savings Plan rank by assets among Form 5500 filers? ▼
Hebrew Seniorlife Employee Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hebrew Seniorlife Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Oneblood 403(b) Retirement Plan in FL ($142M, 2,510 participants).
Which Other plans cover a similar participant headcount to Hebrew Seniorlife Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT (2,314 participants, $225M 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 900183119.

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.