Defined Benefit (Pension) · DOL Form 5500 · 2023

Beth Israel Lahey Health, Inc. Pension Plan

Data updated 2026-08-25

$688M
Total assets Above avg plan size
5,470
Participants Above avg headcount
98th
Percentile by assets National rank
$125,804
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beth Israel Lahey Health Defined Benefit Plan I · Sponsored by Beth Israel Lahey Health, Inc. · Massachusetts · Healthcare & Social Assistance

$688M in assets, 5,470 participants

Beth Israel Lahey Health, Inc.'s Beth Israel Lahey Health Defined Benefit Plan I reported $688M in total assets and 5,470 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,367 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Beth Israel Lahey Health Defined Benefit Plan I covers 5,470 participants in Massachusetts, 8.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $688M.

#17,367
in Healthcare & Social Assistance (17,684 peers)
+2.5%
assets growth YoY
6.9×
vs typical plan assets (national mean)

Beth Israel Lahey Health Defined Benefit Plan I's outsized position by total assets

Beth Israel Lahey Health Defined Benefit Plan I vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$688,148,780 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Beth Israel Lahey Health Defined Benefit Plan I'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. Beth Israel Lahey Health Defined Benefit Plan I lands in the large band (5,470 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beth Israel Lahey Health Defined Benefit Plan I reported net income rose from -$38M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Beth Israel Lahey Health Defined Benefit Plan I reported participants fell from 5,676 in the plan year 2022 filing to 5,470 in the plan year 2023 filing.
  • Beth Israel Lahey Health Defined Benefit Plan I end-of-year assets rose from $671M in the plan year 2022 filing to $688M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832671600 · Beth Israel Lahey Health, Inc. PY 2023 · Defined Benefit (Pension)

Beth Israel Lahey Health Defined Benefit Plan I · $688M · 5,470 · 98th

  • VS-ST $688M
  • BOY 5,470
  • SCH 98th
  • EBSA Defined Benefit (Pension)
  • PART near Road Carriers Local 707 Pension Fund
  • TYPE ind #17367

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 Lahey Health Defined Benefit Plan I in the asset neighbourhood

Road Carriers Local 707 Pension FundRoad Carriers Local 707 Pens…$689MBeth Israel Lahey Health Defined Benefit Plan IBeth Israel Lahey Health Def…$688MJohns Hopkins University Support Staff Pension PlanJohns Hopkins University Sup…$685MRetirement Plan for Employees of Babcock & Wilcox Commercial OperationsRetirement Plan for Employee…$683MTeamsters Negotiated Pension PlanTeamsters Negotiated Pension…$683M
End-of-year total assets ($M) among Beth Israel Lahey Health Defined Benefit Plan I and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$671M
Net Assets (End of Year)$688M
Net Income$17M
Employer EIN832671600
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beth Israel Lahey Health, Inc.)

Sponsor-wide plan assets over time

All Beth Israel Lahey Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 5.724330246508521% vs 2022
2024 filing year
$1.15B$1.2B$1.25B$1.3B 202220232024 $1.18B $1.25B ▲ +5.9%
Year Plans Participants Total Assets
2022 2 7,701 $1.2B
2023 2 7,354 $1.2B
2024 2 7,175 $1.2B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beth Israel Lahey Health Defined Benefit Plan I vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Beth Israel Lahey Health Defined Benefit Plan I, Total assets ($B): 0.68814878 · Participants: 5470Beth Israel Lahey Health Defined Benefit Plan IConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Beth Israel Lahey Health Defined Benefit Plan I vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Beth Israel Lahey Health Defined Benefit Plan I side-by-side with 3 peers →

Scale composition for Beth Israel Lahey Health Defined Benefit Plan I

Beth Israel Lahey Health Defined Benefit Plan I reports $688M in end-of-year assets across 5,470 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $125,804 per participant (91% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.

This plan identity (EIN 832671600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $671M to $703M (+4.7%) while covered participants moved from 5,676 to 5,443 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,676 $671M Open filing
2023 5,470 $688M This page
2024 · index core 5,443 $703M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Beth Israel Lahey Health Defined Benefit Plan I's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Road Carriers Local 707 Pension Fund in NY ($689M); by covered participants it is Ufcw- Giant Excess Supplemental Benefit Fund in MD (5,492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,470 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beth Israel Lahey Health Defined Benefit Plan I assets move in 2023? ▼
Beth Israel Lahey Health Defined Benefit Plan I edged up modestly - up 2.5% during 2023, from $671M to $688M. Reported net income was $17M.
How have Beth Israel Lahey Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beth Israel Lahey Health, Inc.'s sponsor-wide assets grew 5.7%, from $1.2B to $1.2B.
Where does Beth Israel Lahey Health Defined Benefit Plan I rank by assets among Form 5500 filers? ▼
Beth Israel Lahey Health Defined Benefit Plan I ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Beth Israel Lahey Health Defined Benefit Plan I? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Road Carriers Local 707 Pension Fund in NY ($689M, 686 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beth Israel Lahey Health Defined Benefit Plan I? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw- Giant Excess Supplemental Benefit Fund in MD (5,492 participants, $173K in assets).

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 832671600.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.