Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BETH ISRAEL DEACONESS MEDICAL CENTER

This Profit Sharing plan holds $2.4B in total assets and serves 13,981 participants as of 2023. It is sponsored by BETH ISRAEL DEACONESS MEDICAL CENTER in Massachusetts. The plan reported positive net income of $38M for the year.

Total Assets (2023)
$2.4B
Participants
13,981
Industry
Healthcare & Social Assistance

What the Filing Says About BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN is a Profit Sharing retirement plan sponsored by BETH ISRAEL DEACONESS MEDICAL CENTER, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $2.4B in total end-of-year assets and covers 13,981 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103881, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $314M at the beginning of 2023 to $2.4B at year-end — a gain of 662.9%. Net assets (after liabilities) closed the year at $2.4B, with reported net income of $38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$314M
Total Assets (End of Year)$2.4B
Net Assets (End of Year)$2.4B
Net Income$38M
Plan TypeProfit Sharing
Employer EIN042103881
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BETH ISRAEL DEACONESS MEDICAL CENTER)

Year Plans Participants Total Assets
2022 2 26,549 $1.5B
2023 2 27,877 $3.8B
2024 2 48,781 $5.1B

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Frequently Asked Questions

How much money is in the BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN?
As of the 2023 Form 5500 filing, BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN holds $2.4B in total assets with 13,981 participants. It is sponsored by BETH ISRAEL DEACONESS MEDICAL CENTER.
What type of plan is BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN?
BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN is a Profit Sharing plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 042103881.
Who sponsors the BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN?
BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN is sponsored by BETH ISRAEL DEACONESS MEDICAL CENTER, located in Massachusetts. The sponsor's EIN is 042103881 and the plan operates in the Healthcare & Social Assistance industry.
How did BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN perform in 2023?
BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN grew by 662.9% during 2023, moving from $314M to $2.4B in total assets. Net income was $38M.
Where can I find official filings for BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN?
Official Form 5500 filings for BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103881 or plan name at efast.dol.gov.
How does BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN compare to other plans?
You can compare BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 042103881.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.