Other · DOL Form 5500 · 2023
Hebrew Seniorlife, Inc. Retirement Plan
Data updated 2026-08-11
- $142M
- Total assets
- 2,315
- Participants
- 93rd
- Percentile by assets
- $61,205
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $142M
- total plan assets (2023 EOY)
- 2,315
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $61,205
- avg assets per participant
Where Hebrew Seniorlife Employee Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Hebrew Seniorlife Employee Savings Plan reports 2,315 participants - 3.5x that state average ($142M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $19M |
| Employer EIN | 900183119 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hebrew Seniorlife, Inc.)
| 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.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hebrew Seniorlife Employee Savings Plan by total assets, not by location.
- Oneblood 403(b) Retirement Plan (FL) $142M · 2,510
- Lipscomb University Defined Contribution Retirement Plan (TN) $141M · 1,387
- Utica University Defined Contribution Retirement Plan (NY) $142M · 1,228
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) $142M · 2,335
Frequently Asked Questions
How did Hebrew Seniorlife Employee Savings Plan assets move in 2023? ▼
How have Hebrew Seniorlife, Inc. plan assets changed over time? ▼
Where does Hebrew Seniorlife Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Hebrew Seniorlife Employee Savings Plan? ▼
Next read for Hebrew Seniorlife Employee Savings Plan
Filing takeaways
Ways to act on Hebrew Seniorlife Employee Savings Plan's numbers.
- By total assets, Hebrew Seniorlife Employee Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Hebrew Seniorlife, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans