Other · DOL Form 5500 · 2023
Beth Israel Deaconess Medical Center Retirement Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 13,981
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $171,403
- Avg per participant Above avg balance/head
Official DOL plan name: Beth Israel Deaconess Medical Center Voluntary 403(b) Plan · Sponsored by Beth Israel Deaconess Medical Center · Massachusetts · Healthcare & Social Assistance
$2.4B in assets, 13,981 participants
Beth Israel Deaconess Medical Center's Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reported $2.4B in total assets and 13,981 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,606 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan covers 13,981 participants in Massachusetts, 21x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.4B.
- #17,606
- in Healthcare & Social Assistance (17,684 peers)
- +662.9%
- assets growth YoY
- 24×
- vs typical plan assets (national mean)
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan's outsized position by total assets
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,396,382,678 Top 1% higher than 99% 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
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beth Israel Deaconess Medical Center Voluntary 403(b) Plan is a mega filing (13,981 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan end-of-year assets rose from $314M in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reported net income rose from -$79M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reported participants rose from 13,317 in the plan year 2022 filing to 13,981 in the plan year 2023 filing.
DOL schedule card
Filing strip 042103881 · Beth Israel Deaconess Medical Center PY 2023 · Other
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan · $2.4B · 13,981 · 99th
- NET $2.4B
- NET 13,981
- NET 99th
- NET Other
- NET near The Medical College of Wisconsin, Inc. Retirement Plan
- NET ind #17606
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 →
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $314M |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | $38M |
| Employer EIN | 042103881 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Deaconess Medical Center)
Sponsor-wide plan assets over time
All Beth Israel Deaconess Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 238.5873127938328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26,549 | $1.5B |
| 2023 | 2 | 27,877 | $3.8B |
| 2024 | 2 | 48,781 | $5.1B |
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
- Northeastern University Retirement Plan $2.3B · 8,553
- Boston University Supplemental Retirement and Savings Plan $1.6B · 12,651
Scale composition for Beth Israel Deaconess Medical Center Voluntary 403(b) Plan
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan reports $2.4B in end-of-year assets across 13,981 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $171,403 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $38M.
This plan identity (EIN 042103881, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $314M to $3.5B (+1016.8%) while covered participants moved from 13,317 to 33,591 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,317 | $314M | Open filing |
| 2023 | 13,981 | $2.4B | This page |
| 2024 · index core | 33,591 | $3.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Beth Israel Lahey 403(b) Retirement Savings Plan (Other, $3.5B, 33,591 participants)
- Beth Israel Lahey Health 401(k) Retirement Savings Plan (401(k), $1.6B, 15,190 participants)
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Medical College of Wisconsin, Inc. Retirement Plan in WI ($2.3B); by covered participants it is Christiana Care 403(b) Plan in DE (13,834 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.3B · 6,591
- Ohiohealth Retirement Savings Plan 403(b) (OH) $2.3B · 28,604
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.3B · 25,214
- Jefferson Defined Contribution Retirement Plan (PA) $2.5B · 15,783
Similar participant headcount
Nearest other-state filings by covered participants (13,981 participants); asset peers above are excluded.
- Christiana Care 403(b) Plan (DE) 13,834 · 147 off
- Legacy Health 403(b) Plan (OR) 14,249 · 268 off
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (IL) 13,705 · 276 off
- Main Line Health, Inc. Retirement Savings Plan (PA) 13,659 · 322 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.