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
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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

This plan $0 $2,010,000,000 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

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 →

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 EIN900183119
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebrew Seniorlife, Inc.)

$140M$160M$180M$200M 202220232024 $148M $193M ▲ +30.2%
Total plan assets by year, all Hebrew Seniorlife, Inc. plans on file
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 ($B) Participants Hebrew Seniorlife Em…, Total assets ($B): 0.141689373 · Participants: 2315Hebrew Seniorlife Em…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hebrew Seniorlife Employee Savings Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Hebrew Seniorlife Employee Savings Plan's numbers.