Defined Benefit (Pension) · DOL Form 5500 · 2023

Beth Israel Lahey Health, Inc. Pension Plan

Data updated 2026-08-25

$546M
Total assets Above avg plan size
1,884
Participants Near avg headcount
98th
Percentile by assets National rank
$289,993
Avg per participant High balance/head
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Official DOL plan name: Beth Israel Lahey Health Defined Benefit Plan II · Sponsored by Beth Israel Lahey Health, Inc. · Massachusetts · Healthcare & Social Assistance

$546M in assets, 1,884 participants

Beth Israel Lahey Health, Inc.'s Beth Israel Lahey Health Defined Benefit Plan II reported $546M in total assets and 1,884 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.

  • #17,284 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Beth Israel Lahey Health Defined Benefit Plan II covers 1,884 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $546M.

#17,284
in Healthcare & Social Assistance (17,684 peers)
+7.2%
assets growth YoY
5.5×
vs typical plan assets (national mean)

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

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

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

$546,347,192 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 II'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 II lands in the large band (1,884 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beth Israel Lahey Health Defined Benefit Plan II reported net income rose from -$14M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Beth Israel Lahey Health Defined Benefit Plan II end-of-year assets rose from $510M in the plan year 2022 filing to $546M in the plan year 2023 filing.
  • Beth Israel Lahey Health Defined Benefit Plan II reported participants fell from 2,025 in the plan year 2022 filing to 1,884 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Beth Israel Lahey Health Defined Benefit Plan II · $546M · 1,884 · 98th

  • 5500 $546M
  • 5500 1,884
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near Baptist Health System Retirement Plan
  • 5500 ind #17284

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 II in the asset neighbourhood

Atmos Energy Corporation Pension Account PlanAtmos Energy Corporation Pen…$547MBaptist Health System Retirement PlanBaptist Health System Retire…$546MMeritor, Inc. Retirement Plan$546MBeth Israel Lahey Health Defined Benefit Plan IIBeth Israel Lahey Health Def…$546MLegacy Chrysler Financial Employee Pension PlanLegacy Chrysler Financial Em…$546M
End-of-year total assets ($M) among Beth Israel Lahey Health Defined Benefit Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$510M
Net Assets (End of Year)$546M
Net Income$37M
Employer EIN832671600
Plan Effective Date1972-01-01
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 II vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Beth Israel Lahey Health Defined Benefit Plan II, Total assets ($B): 0.546347192 · Participants: 1884Beth Israel Lahey Health Defined Benefit Plan IIConsolidated 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 II vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Beth Israel Lahey Health Defined Benefit Plan II side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Baptist Health System Retirement Plan in FL ($546M); by covered participants it is Bashas' Employees Defined Benefit Pension Plan and Trust in CA (1,882 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($546M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,884 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 II assets move in 2023? ▼
Beth Israel Lahey Health Defined Benefit Plan II grew at a solid clip - up 7.2% during 2023, from $510M to $546M. Reported net income was $37M.
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 II rank by assets among Form 5500 filers? ▼
Beth Israel Lahey Health Defined Benefit Plan II 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 II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Baptist Health System Retirement Plan in FL ($546M, 923 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beth Israel Lahey Health Defined Benefit Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bashas' Employees Defined Benefit Pension Plan and Trust in CA (1,882 participants, $139M 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.