Defined Benefit (Pension) · DOL Form 5500 · 2023

Mass General Brigham Incorporated Pension Plan

Data updated 2026-08-25

$10.3B
Total assets Mega-plan scale
58,745
Participants Very large workforce
100th
Percentile by assets National rank
$175,774
Avg per participant Above avg balance/head
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Official DOL plan name: Consolidated Cash Balance Program of Mass General Brigham and Member Organizations · Sponsored by Mass General Brigham Incorporated · Massachusetts · Healthcare & Social Assistance

$10.3B in assets, 58,745 participants

Mass General Brigham Incorporated's Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported $10.3B in total assets and 58,745 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,675 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations covers 58,745 participants in Massachusetts, 89x the typical Massachusetts plan (state average ~659 per filing). Assets: $10.3B.

#17,675
in Healthcare & Social Assistance (17,684 peers)
+13.8%
assets growth YoY
104×
vs typical plan assets (national mean)

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's outsized position by total assets

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations vs every filed plan by assets

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

$10,325,856,564 Highest reported value at or above every one 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

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations'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. Consolidated Cash Balance Program of Mass General Brigham and Member Organizations is a mega filing (58,745 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported net income rose from $505M in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
  • Consolidated Cash Balance Program of Mass General Brigham and Member Organizations end-of-year assets rose from $9.1B in the plan year 2022 filing to $10.3B in the plan year 2023 filing.
  • Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported participants rose from 55,495 in the plan year 2022 filing to 58,745 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043230035 · Mass General Brigham Incorporated PY 2023 · Defined Benefit (Pension)

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations · $10.3B · 58,745 · 100th

  • BOY $10.3B
  • BOY 58,745
  • BOY 100th
  • BOY Defined Benefit (Pension)
  • BOY near Merck US Pension Plan
  • BOY ind #17675

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 →

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations in the asset neighbourhood

The Citigroup Pension Plan$10.6BConsolidated Cash Balance Program of Mass General Brigham and Member OrganizationsConsolidated Cash Balance Pr…$10.3BMerck US Pension Plan$10.2BRetirement Security Plan$10.2BDisney Salaried Pension Plan DDisney Salaried Pension Plan…$10.1B
End-of-year total assets ($B) among Consolidated Cash Balance Program of Mass General Brigham and Member Organizations and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9.1B
Net Assets (End of Year)$10.3B
Net Income$1.3B
Employer EIN043230035
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mass General Brigham Incorporated)

Sponsor-wide plan assets over time

All Mass General Brigham Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$29.0B 33.49288324467905% vs 2022
2024 filing year
$20B$25B$30B 202220232024 $21.7B $29B ▲ +33.5%
Year Plans Participants Total Assets
2022 3 136,155 $21.7B
2023 3 138,723 $25.9B
2024 3 142,326 $29.0B

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 24681012 Total assets ($B) Participants Consolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($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 FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.738127229 · Participants: 10911N. Atlantic States Carp. Guaranteed Annuity Fund
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Consolidated Cash Balance Program of Mass General Brigham and Member Organizations side-by-side with 3 peers →

Scale composition for Consolidated Cash Balance Program of Mass General Brigham and Member Organizations

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reports $10.3B in end-of-year assets across 58,745 participants (0.084% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.063% of 93,925,755 covered participants) - about $175,774 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $1.3B.

This plan identity (EIN 043230035, plan #499) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.1B to $11.6B (+27.7%) while covered participants moved from 55,495 to 60,621 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 55,495 $9.1B Open filing
2023 58,745 $10.3B This page
2024 · index core 60,621 $11.6B Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Merck US Pension Plan in NJ ($10.2B); by covered participants it is The Bank of America Pension Plan in RI (56,519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (58,745 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 Consolidated Cash Balance Program of Mass General Brigham and Member Organizations assets move in 2023? ▼
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations grew at a solid clip - up 13.8% during 2023, from $9.1B to $10.3B. Reported net income was $1.3B.
How have Mass General Brigham Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mass General Brigham Incorporated's sponsor-wide assets grew 33.5%, from $21.7B to $29.0B.
Where does Consolidated Cash Balance Program of Mass General Brigham and Member Organizations rank by assets among Form 5500 filers? ▼
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Consolidated Cash Balance Program of Mass General Brigham and Member Organizations? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Merck US Pension Plan in NJ ($10.2B, 25,223 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Cash Balance Program of Mass General Brigham and Member Organizations? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Bank of America Pension Plan in RI (56,519 participants, $19.2B 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 043230035.

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.