Other · DOL Form 5500 · 2023
Lahey Clinic Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 7,725
- Participants Very large workforce
Official DOL plan name: Lahey Clinic 403(b) Retirement Savings Plan · Sponsored by Lahey Clinic Foundation, Inc. · Massachusetts · Healthcare & Social Assistance
N/A in assets, 7,725 participants
Lahey Clinic Foundation, Inc.'s Lahey Clinic 403(b) Retirement Savings Plan reported N/A in total assets and 7,725 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Massachusetts
Lahey Clinic 403(b) Retirement Savings Plan covers 7,725 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: N/A.
- $200M
- reported net income
Lahey Clinic 403(b) Retirement 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. Lahey Clinic 403(b) Retirement Savings Plan lands in the large band (7,725 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lahey Clinic 403(b) Retirement Savings Plan reported net income rose from -$216M in the plan year 2022 filing to $200M in the plan year 2023 filing.
- Lahey Clinic 403(b) Retirement Savings Plan reported participants rose from 7,535 in the plan year 2022 filing to 7,725 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042323457 · Lahey Clinic Foundation, Inc. PY 2023 · Other
Lahey Clinic 403(b) Retirement Savings Plan · N/A · 7,725
- ASSETS N/A
- ASSETS 7,725
- ASSETS PY 2023
- ASSETS Other
- ASSETS near Operating Engineers Local 428 Annuity Trust Fund
- ASSETS 12× state
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 →
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $200M |
| Employer EIN | 042323457 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lahey Clinic Foundation, Inc.)
Sponsor-wide plan assets over time
All Lahey Clinic Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,535 | $1.1B |
| 2023 | 1 | 7,725 | N/A |
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
Lahey Clinic 403(b) Retirement Savings Plan's closest out-of-state Other peers by headcount
Outside Massachusetts, the nearest Other by covered participants is Operating Engineers Local 428 Annuity Trust Fund in AZ (7,670 participants; this filing: 7,725 participants).
Similar participant headcount
Nearest other-state filings by covered participants (7,725 participants); asset peers above are excluded.
- Operating Engineers Local 428 Annuity Trust Fund (AZ) 7,670 · 55 off
- The Arc New York Affiliated Employers 403(b) Plan (NY) 7,848 · 123 off
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) 7,567 · 158 off
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) 7,557 · 168 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.