401(k) · DOL Form 5500 · 2023
Beth Israel Deaconess Medical Center 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 13,896
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $101,026
- Avg per participant Below avg balance/head
Official DOL plan name: Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan · Sponsored by Beth Israel Deaconess Medical Center · Massachusetts · Healthcare & Social Assistance
$1.4B in assets, 13,896 participants
Beth Israel Deaconess Medical Center's Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan reported $1.4B in total assets and 13,896 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.
- #17,539 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan covers 13,896 participants in Massachusetts, 21x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.4B.
- #17,539
- in Healthcare & Social Assistance (17,684 peers)
- +17.5%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan's outsized position by total assets
Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,403,859,775 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, Inc 401(k) Savings and Investment 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, Inc 401(k) Savings and Investment Plan is a mega filing (13,896 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, Inc 401(k) Savings and Investment Plan reported net income rose from -$253M in the plan year 2022 filing to $207M in the plan year 2023 filing.
- Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
- Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan reported participants rose from 13,232 in the plan year 2022 filing to 13,896 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103881 · Beth Israel Deaconess Medical Center PY 2023 · 401(k)
Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan · $1.4B · 13,896 · 99th
- EIN $1.4B
- EIN 13,896
- EIN 99th
- EIN 401(k)
- EIN near Lennar Corporation 401(k) Plan
- EIN ind #17539
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, Inc 401(k) Savings and Investment Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $207M |
| Employer EIN | 042103881 |
| Plan Effective Date | 1985-02-03 |
| 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 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan
Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan reports $1.4B in end-of-year assets across 13,896 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $101,026 per participant (73% of the national average assets-per-participant) . Net income for plan year 2023 was $207M.
This plan identity (EIN 042103881, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.6B (+34.0%) while covered participants moved from 13,232 to 15,190 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,232 | $1.2B | Open filing |
| 2023 | 13,896 | $1.4B | This page |
| 2024 · index core | 15,190 | $1.6B | 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, Inc 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Lennar Corporation 401(k) Plan in FL ($1.4B); by covered participants it is Wesco Distribution, Inc. Retirement Savings Plan in PA (13,895 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Lennar Corporation 401(k) Plan (FL) $1.4B · 10,681
- Microchip Technology Incorporated Savings Plan (AZ) $1.4B · 6,751
- Medline Industries, LP Retirement Plan (IL) $1.4B · 20,330
- Marmon Employees' Retirement Plan (IL) $1.4B · 11,323
Similar participant headcount
Nearest other-state filings by covered participants (13,896 participants); asset peers above are excluded.
- Wesco Distribution, Inc. Retirement Savings Plan (PA) 13,895 · 1 off
- National Healthcare Corporation 401(k) Plan (TN) 13,894 · 2 off
- Bosch Savings Incentive Plan (IL) 13,908 · 12 off
- Aon Savings Plan (GA) 13,948 · 52 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.